[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-255400-105":53,"doc-detail-255400-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","transition-module-1-preparing-yourself","Transition - Module 1 - Preparing Yourself","","Module One: Preparing Yourself guides candidates for Customer Success Management roles through practical preparation steps that improve knowledge, skills, and experience. It emphasizes building a strong personal brand via social media, actively identifying the best available positions, and presenting transferable value to recruiters. The module explains why Customer Success matters more in many companies, using LinkedIn survey results and COVID-19 context to connect market uncertainty with increased customer retention needs and CSM importance.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/transition-module-1-preparing-yourself/255400/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/transition-module-1-preparing-yourself/255400.png","ImageObject",442,249,{"name":88,"@type":89},"Aladdin","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-22","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":8},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What should candidates focus on in Module One?","Question",{"text":108,"@type":109},"Candidates should prepare by auditing and improving their knowledge, skills, and experience, building a social media platform for personal branding, and proactively finding open positions as they become available.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Why do some recruiters perceive hiring an outside candidate as higher risk?",{"text":113,"@type":109},"Because competitors may already have Customer Success roles on their resumes, outside candidates cannot claim to have done the job itself even if they have related experience.",{"name":115,"@type":106,"acceptedAnswer":116},"What do the LinkedIn survey results suggest about Customer Success during COVID-19?",{"text":117,"@type":109},"In one poll, over three quarters reported Customer Success increased in importance within their companies, while only 7% said it decreased.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},255400,1791748819,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":8,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":35},2336478503145,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","Welcome to Module One: Preparing Yourself. In this module we will focus on the things we can do to make ourselves ready, so that we are in the best possible position to apply for and be accepted for whatever type of Customer Success Management position we are hoping to obtain.  \nThis includes auditing and working on improving our knowledge, skills and experience, building ourselves a strong social media platform on which to launch and market our own personal brand awareness campaign, and proactively hunting down the best positions that are currently available, rather than just passively waiting for them to appear inside a recruitment company’s job listings database.  \nTransitioning careers isn’t easy. It takes a certain amount of strength of will and determination on the part of the transitioner, and usually it also takes a lot of hard work and effort to get yourself into the position where you are likely to get hired in the new profession. This is because in almost all cases you will be up against other people who also want to get hired for the role you are applying for, and who are equally determined as you are to succeed in being selected for the position. The problem is that at least some of those people will already have a Customer Success role on their résumés, and that means that by comparison with those candidates you are starting off with a handicap, because even though you may have accumulated a wide variety of relevant knowledge, skills and experience from the positions you have previously filled, you cannot actually say that you have done the job itself. And so from the recruiter’s perspective – and let’s be honest here, this is the only perspective worth concerning ourselves about – this means that selecting you for the role may represent a greater risk in their minds than selecting someone who has successfully held down a Customer Success Manager position already.  \nBut do not lose heart! The Customer Success profession is growing, and more and more Customer Success vacancies are being advertised, and of course recruiters have to fill these positions somehow. And since these recruiters cannot take existing CSMs and split them down the middle to make two CSMs from one, this means that a percentage of Customer Success Management positions have to be filled by candidates from outside the profession. The skill isin preparing yourself to have the right knowledge and skills (and where possible experience as well) and in getting out there and finding the best positions as soon as they become available, and then in presenting yourself as one of those outside candidates in a way that catches the recruiters eye and helps them to see that although you may not have held a previous role with“Customer Success” in the title, you are still the type of person they are looking for. All of the above is of course covered in Modules One and Two of this course.  \nFor now though, I wanted to share some survey results from a couple of informal polls I recently conducted on LinkedIn. In the first of these polls I asked the question: “Has the current level of importance of Customer Success changed within your company compared with prior to the recent COVID-19 crisis?” and of the 139 responses I received, over three quarters described Customer Success as having increased in importance to their company, with only 7% saying it has decreased. Why might this be? Well, let’s start by stating that most CSMs are employed by companies that sell their solutions to other companies – ie they have a B2B business model. In times of uncertainty such as those we have recently been going through, risk tends to increase for consumers and their response is to reduce their spending to a minimum by cutting out nonessentials (ie everything except food and personal safety equipment), and so B2C companies try to handle this by in turn reducing their own risk levels.  \nOne obvious way to do this is to metaphorically draw in one’s belt and cut all spending to an a","cbCaivPIHzqaXMGK","https://ap.wps.com/l/cbCaivPIHzqaXMGK","pdf",3439265,48,"English","# Module One: Preparing Yourself\n## Building readiness for Customer Success roles\n## Personal brand and proactive job search\n## Why Customer Success is increasing in importance\n## COVID-19 context and B2B retention focus","[{\"question\":\"What should candidates focus on in Module One?\",\"answer\":\"Candidates should prepare by auditing and improving their knowledge, skills, and experience, building a social media platform for personal branding, and proactively finding open positions as they become available.\"},{\"question\":\"Why do some recruiters perceive hiring an outside candidate as higher risk?\",\"answer\":\"Because competitors may already have Customer Success roles on their resumes, outside candidates cannot claim to have done the job itself even if they have related experience.\"},{\"question\":\"What do the LinkedIn survey results suggest about Customer Success during COVID-19?\",\"answer\":\"In one poll, over three quarters reported Customer Success increased in importance within their companies, while only 7% said it decreased.\"}]","Transition - Module 1 - Preparing Yourself | PDF",1789289119]