↑ Promoted to Sr. CSM
"I used the expansion playbook from the QBR teardown series in my Q3 review. My ARR contribution went up 31%. I got promoted two months later."
Priya Mehta
Senior CSM · Salesforce
ConvenePrivate Membership · Est. 2022
Customer success
has no department.
It has a profession.
This is where the profession convenes.
2,847
practitioners inside
Career Arc
Wherever you are,
we've mapped what's next.
Hover any card to hear from someone who was exactly where you are.
1
The Lonely CSM
Individual contributors navigating a book of business with no map and no one who gets it.
Individual Contributor
Video Series
QBR Teardown Series
Watch real QBR recordings broken down frame by frame. What landed, what tanked, and the exact slide that got the renewal.
QBRRenewal
12 recordingsI used the expansion playbook from session 4 in my Q3 review. I got promoted two months later. Not a coincidence.
P
Priya Mehta
Sr. CSM, Salesforce
Individual Contributor
Downloadable Template
Reactive to Proactive Playbook
The exact framework for reclaiming your calendar from support tickets and building a proactive CS motion in 90 days.
Proactive CSTime
PDF + NotionI went from 80% reactive to 60% proactive in one quarter using this framework. My manager noticed before I even told her.
M
Marcus Webb
CSM, HubSpot
Individual Contributor
Framework
Your First Book of Business
The 30-60-90 onboarding framework every new CSM wishes they had on day one. Segmentation, prioritization, and first-touch sequencing.
OnboardingSegmentation
8 templatesThis gave me more structure in my first 90 days than anything my manager or company provided. I referenced it weekly.
A
Aisha Okafor
CSM, Zendesk
2
The New Leader
Directors building out CS teams with no blueprint, no budget clarity, and a hiring bar no one has written down.
Team Leader
Interview Kit
CS Hiring Framework
The scorecard, interview questions, and calibration guide for hiring CSMs at every tier — from associate to enterprise.
HiringTeam Building
3 scorecardsI used this hiring rubric to make my first two CS hires. Both are still on the team 18 months later. The calibration section alone saved me from one bad offer.
J
James Okonkwo
Director of CS, Intercom
Team Leader
Live + Recorded
Director Roundtable
Live monthly sessions where CS directors share what's actually working — not the polished version, the real one.
Live SessionPeer Council
Monthly cadenceThe roundtable in March changed how I run my 1:1s. One director shared their skip-level framework and I implemented it the following week.
K
Kavitha Rajan
CS Director, Gainsight
Team Leader
Cohort Program
New Leaders Cohort
8-week structured cohort for CS managers in their first 18 months. Curriculum built with directors who survived the transition.
Cohort8 Weeks
8 weeks · 12 seatsWeek 5 on team metrics completely reframed how I present CS performance to my VP. I stopped defending and started showing ROI.
T
Tom Lindqvist
CS Manager, Figma
3
The Executive Table
VPs and CCOs translating churn into board language and building the function's seat at the revenue table.
Membership Required
Executive
Deck Templates
Board Reporting Decks
The exact slide structures VPs use to present NRR, churn, and expansion to boards who don't speak CS. Four tested templates.
BoardNRR
4 board decksI used the NRR narrative deck in my first board presentation as VP. The CFO asked me to present at the next investor update. That was not expected.
S
Sarah Chen
VP Customer Success, Brex
Executive
Workshop
Churn Modeling Workshop
Build a predictive churn model your finance team will actually use. Led by a VP who built one at a $2B ARR company.
ChurnModeling
3-hour sessionOur churn model went from a gut-feel spreadsheet to something finance references in pipeline calls. This workshop is the reason.
D
Dmitri Volkov
CCO, Klaviyo
Executive
Members Only
Masterclass
Revenue Leadership Masterclass
The full playbook for CS executives owning expansion revenue — from comp structure to cross-functional alignment.
MasterclassRevenue
6 sessionsThe comp structure framework in session 3 helped me build a case for variable pay on my CS team. Got approved in Q2 budget.
Y
Yuki Tanaka
VP CS, Stripe
Free Resource Vault
Take something useful
before you decide.
Five frameworks you can use this week. No membership required — just your email and current role.
QBR & Reviews
Free
QBR Deck Template
The 12-slide structure that gets renewals signed in the room. Used by 847 CSMs.
PowerPoint + Google Slides
2,341
Revenue
Free
Expansion Playbook
Identify, qualify, and close expansion opportunities without sounding like sales.
Notion Template
1,892
Churn Prevention
Free
Health Score Builder
Build a customer health score that predicts churn 60 days out. Spreadsheet + methodology.
Excel + Methodology
3,104
Onboarding
Free
Onboarding Checklist
The 30-day customer onboarding sequence that cuts time-to-value by 40%.
PDF + Asana Template
4,217
Team Building
Free
CSM Hiring Rubric
Score candidates on the dimensions that actually predict CS performance. Built with 12 Directors.
Google Sheets
986
Executive
Members Only
Board Narrative Framework
How to translate NRR and GRR into language a board room actually responds to.
Slide Deck
721
QBR Templates ·Expansion Playbooks ·Health Score Models ·Hiring Rubrics ·Churn Frameworks ·Board Decks ·Cohort Curricula ·Peer Council Recordings ·
QBR Templates ·Expansion Playbooks ·Health Score Models ·Hiring Rubrics ·Churn Frameworks ·Board Decks ·Cohort Curricula ·Peer Council Recordings ·
Member Outcomes
Not testimonials.
Turning points.
↑ CS at every exec meeting
"The churn modeling workshop gave me a framework finance actually respects. I stopped defending CS and started showing ROI in the language they already use."
Dmitri Volkov
CCO · Klaviyo
↑ Budget approved for team of 4
"Week 5 of the New Leaders cohort changed how I present CS metrics to my VP. I stopped apologizing for churn and started owning the expansion narrative."
Tom Lindqvist
CS Manager · Figma
↑ 20% team retention increase
"The director roundtable in March introduced me to a skip-level framework I implemented the following week. My team retention jumped 20% that quarter."
Kavitha Rajan
CS Director · Gainsight
↑ Presenting to investors
"I used the NRR narrative deck in my first board presentation as VP. The CFO asked me to present at the next investor update. That was not expected."
Sarah Chen
VP Customer Success · Brex
↑ 60% proactive in 90 days
"I went from 80% reactive to 60% proactive in one quarter using the playbook. My manager noticed before I even told her. She asked what changed."
Marcus Webb
CSM · HubSpot
2,847
Active practitioners
94%
Renew annually
312
Resources in vault
48
Live sessions / year
Membership
The profession deserves
a proper institution.
Choose the tier that matches where you are. You can always move up when you grow.
Practitioner
For individual CSMs building their craft and their book of business.
$79/month
- Full resource vault access (312 frameworks)
- Monthly peer council sessions
- Career-stage cohort placement
- QBR teardown recordings
- Community forum + Slack channel
Most Popular
Leader
For CS directors and managers building teams and shaping the function.
$149/month
- Everything in Practitioner
- Director Roundtable access
- Hiring framework library
- New Leaders Cohort enrollment
- Private director-only forum
- 1:1 peer matching
Executive
For VPs and CCOs building the CS function's seat at the revenue table.
$299/month
- Everything in Leader
- Revenue Leadership Masterclass
- Board reporting deck library
- Executive peer council (≤12 seats)
- Annual strategy offsite invitation
- Advisory board consideration
Questions
Everything you need to know.
Still unsure? Browse the free library first — if the free content is good enough to bookmark, the membership is worth it.
Browse free resources firstConvene is structured around your career stage, not a general feed. Every resource, cohort, and session is mapped to where you are right now — IC, leader, or executive. The content is curated, not crowdsourced.
We review applications to keep the community high-signal. We're not exclusive for the sake of it — we accept the vast majority of applications. We're filtering for practitioners who are serious about the craft, not just looking for a job board.
Yes. If you get promoted or change roles, you can upgrade or downgrade at any billing cycle. We'll help you find the right cohort for your new stage.
Both. Most sessions are live with a 48-hour replay window. All recordings are archived in the vault permanently for members at the relevant tier.
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