Your Resources
A complete package
Interactive Notion Workbook: A central hub to architect your Business Value Maps and Joint Success Plans.
Custom GPT AI Partner: Grounded in the model to help you draft BVMs and research customer goals in minutes.
Strategic QBR System: A robust template and checklist to transform meetings into showcases of delivered ROI.
RACI Framework: Granular role clarity for complex accounts to ensure joint ownership and faster results.
Included in your course
The Success Alignment Model isn't another task for your to-do list, it's a system to conquer it. Included with the masterclass is exclusive access to my Custom GPT, grounded in the entire framework and my 15 years of Director-level experience.
This masterclass is designed specifically for Enterprise Customer Success Managers managing strategic accounts. It's ideal if you:
✅ Manage accounts worth £50K+ ARR (or equivalent complexity)
✅ Have access to executive stakeholders or strategic decision-makers
✅ Work with customers who have defined business goals and KPIs
✅ Need to demonstrate ROI and prove value for renewal/expansion
✅ Want to move from "reactive support" to "strategic partner"
This framework is NOT suitable if:
❌ You manage high-volume, low-touch customer segments
❌ You only interact with end-users (not decision-makers)
❌ Your customers don't have strategic business initiatives
❌ You're looking for quick-win tactics rather than a comprehensive framework
Time Investment Reality:
I've designed this course to be a behaviour change program, so it does take some time commitment. You can expect:
3-4 hours to complete all video/written content
8-12 hours over 2-3 weeks for practical application
8-12 weeks to fully implement with your first strategic account
If you're managing strategic enterprise accounts and ready to invest the time to transform how you demonstrate value, this masterclass will give you the framework and tools to drive significant NRR growth.
Shift from reactive tracking to high-value ROI.
Use AI-powered research to uncover executive goals.
Build joint accountability with your customers.
Transform meetings into revenue-generating showcases.
Scale the model to beat your NRR goals across your book of business.
FAQ section
You might have some quetsions.
The course is designed for busy professionals. I recommend setting aside just 30-45 minutes a day for 5 days. You can go at your own pace, but the daily manageable blocks ensure steady progress without overwhelm.
No. The core templates are built in Notion (free account works fine) and Google Sheets. We keep the tech stack simple so you can focus on strategy.
This is for any CSM who wants to move from "reactive support" to "strategic partner." Whether you are new or have 5+ years of experience, if you are struggling to prove ROI or secure renewals, this framework is for you.