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Building your CS vision & strategy

Build the strategic framework to improve net revenue retention.

Profitably satisfy, retain and grow chosen customers is the recipe for success in B2B SaaS businesses. It’s why customer success is one of the fastest growth areas in the SaaS field. Whilst there’s lots of interest, there’s little practical, on-the-job help for CEO’s and other executives that struggle to make it happen. That all changes with the introduction of the Customer Success Leadership Program from TheCustomer.Co.

"Building your CS vision & strategy" is one module in The Customer Success Leadership Program℠. The action learning program guides SaaS CEO’s and others charged with increasing Net Revenue Retention (NRR).

This module will guide you through:

1. How to craft and communicate a purpose and vision for customer success

2. Developing a strategy to achieve your vision

3. Using your strategic framework to manage growth

4. Developing a CS dashboard

5. Building a business model to show how your plans impact financial performance.

Using proven templates that have been proved in the heat of leading B2B SaaS companies, backed up by a library of resources and peer discussions, the program delivers practical approaches for B2B SaaS CEO’s.

1-1 coaching is available as an optional extra.


Your instructor


David Jackson
David Jackson

David founded Clicktools in 2000, making it one of the first true SaaS companies in the UK. As CEO, he led and grew the company for 15 years and in the process, sold it twice! After securing a deal with Survey Monkey to buy a 49% stake, he continued to grow the business before selling it all to Callidus Cloud in 2014.

Since then, David has worked with a number of SaaS companies, with a focus on maximising value by generating stellar NRR. He also developed the ideas behind product-led customer success; a unique strategy to scale customer success whilst increasing net margin. David also advises the investor community and their portfolio companies on improving performance through customer success.

When not working in the exciting SaaS space, David spends time with family, enjoying wine and water colour painting, at which he needs much practice!


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!