Become exceptional at client success.
The advanced community for working CSMs in coaching businesses and agencies. Master retention and expansion, sharpen your craft on live calls and learn from practitioners who do the job at a high level.
- Advanced frameworks and playbooks
- Weekly live calls with peer feedback
- Career growth to Senior CSM and beyond
Watch: inside The Council
Diego Miescher · Founder
Built for CSMs already in the seat.
- You manage a book of clients in a coaching business or agency
- You want better retention, more renewals and fewer refunds
- You want feedback from people who do the same job
- You are aiming for Senior CSM or Head of Client Success
Closers drill objections. Top CSMs drill this.
The skills that move retention, expansion and customer outcomes, and that make a CSM the one a business cannot lose.
- 01
Day-21 activation
Get every client to a first real win inside three weeks, at scale.
- 02
At-risk detection
Health scores and early warning signals that catch churn before it shows up.
- 03
Refund & chargeback saves
Save conversations that keep the client and protect cash collected.
- 04
Renewals & expansion
Build the renewal case from results and hand clean ascension opportunities to sales.
- 05
Referrals & case studies
Turn client wins into testimonials, case studies and referrals.
- 06
Difficult conversations
De-escalation, bad news and boundaries with high-ego clients.
- 07
KPIs & founder reporting
Retention, activation and NPS dashboards that founders actually read.
- 08
Leading a CS team
Book management at 60+ clients, hiring, training and the path to Head of Client Success.
A council, not a course.
The fastest way to get better is to work on real situations with people who know the job. That is what the live calls are for.
Call Teardown
A real call, scored against the rubric.
Save Lab
Refund and churn saves, role played live.
KPI Review
Numbers on the table, trends spotted.
Founder Seat
Coaching business owners on what they expect from top CSMs.
Career Office Hours
Promotions, offers and pay negotiations.
Wins Friday
Saves, renewals and case studies shared.
Learn from practitioners, not theorists.
Peer learning
Compare notes with CSMs running books like yours, across niches and time zones.
Real feedback
Bring your calls, scripts and dashboards. Get them torn down and rebuilt.
Founder perspective
Hear from operators who hire CSMs what separates good from exceptional.
Frameworks you can use Monday
Playbooks built from running back ends at scale, not theory.
Prove you are senior.
The advanced certification levels are earned in The Council, through practical assessments and proof of real experience. Each comes with a verified credential and registry record.
How certification worksSenior CSM
You drive revenue from the back end: renewals, ascension, referrals and testimonials.
Head of Client Success
You design fulfillment, hire and train CSMs, and own retention and LTV for the business.
Who is The Council for?
For CSMs who already manage clients in a coaching business or agency, and for team leads. If you are new to client success, the Skool is the better start.
What happens on the live calls?
Call teardowns, save role plays, KPI reviews, founder sessions and career office hours. You bring real situations, the group helps you solve them.
Can I earn a higher certification level?
Yes. Senior CSM (Level 3) and Head of Client Success (Level 4) are earned in The Council, through practical assessments and proof of experience.
I came from the Skool. Is this the next step?
Once you are working as a CSM, yes. The Council is where you keep growing. It is optional, not a requirement.
Take your seat at the table.
Join CSMs from all over the world who are serious about getting better at the job.