Best For
Aspiring Customer Success Managers looking to break into the SaaS industry SaaS startup founders aiming to build a customer-centric retention strategy from the ground up Existing support professionals wanting to transition into proactive relationship management roles Account managers needing a clearer understanding of modern SaaS KPIs and growth metrics
Not For
Senior Customer Success leaders looking for advanced, high-level organizational strategy or team scaling tactics Technical implementation engineers who only require software-specific training Individuals seeking deep dives into specific CS software platforms like Gainsight or Totango
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About the Creator
is a dedicated Customer Success strategist and educator who specializes in building sustainable, growth-oriented customer relationships within the Software as a Service (SaaS) sector. With a deep understanding of the critical milestones in a customer's lifecycle, Josh focuses his instruction on the two most vital phases of retention: foundational customer success principles and strategic customer onboarding. His teaching philosophy is built on the belief that customer retention is not an accident but the result of deliberate, structured communication and early value delivery. Through his courses on AllPros, Josh demystifies the complex world of SaaS metrics, churn prevention, and onboarding frameworks. He translates theoretical concepts into actionable, step-by-step playbooks that students can implement immediately at their organizations. Rather than relying on generic corporate jargon, Josh uses real-world scenarios, clear templates, and practical exercises to help both newcomers and transitioners master customer relationship management. Whether you are building a Customer Success department from scratch or looking to refine your onboarding sequence to prevent early-stage churn, Josh provides the tactical guidance needed to turn users into lifelong advocates.
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