Turn Customer Success into a Growth Engine

Join Jan Young of StepUpXchange and Sam Anderson of Origin 63 for a two-day virtual and hands-on workshop to design a scalable Customer Revenue strategy and bring it to life using HubSpot's Success Workspace. We’ll show you how to transform Customer Success from a cost center into your company’s most powerful growth engine.

Reserve your place now and take the first step toward scaling your Customer Success impact!

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Early bird tickets are selling fast!

14 Early Bird Seats Left
 Secure your seat now to take advantage of a $50 savings. Use code EARLY50 at checkout!

Walk Away With Ready-to-Use Systems

  • Automated renewal workflows
  • Health Score model built in HubSpot
  • Process templates for expansion & renewals
  • Visibility metrics tied to revenue
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Who Will Get the Most Out of This Workshop?

  • CS Leaders who want to move from reactive support to proactive growth
  • SaaS and service-based businesses scaling post-sale teams
  • HubSpot users looking to unlock more from Success Workspace
  • Teams who are evaluating CS tooling and need a strategic starting point

 

2-Day Workshop Agenda

11-2
Build Your Repeatable CS Strategy

  • Redefine CS as a growth engine and map your own CS strategy
  • Learn how to build your Repeatable Customer Revenue System (RCRS)
  • Track and measure with the Guided Progress System (GPS)

12-2
Operationalize Strategy with HubSpot

  • Learn how HubSpot's Success Workspace supports CS frameworks
  • Configure Health Scores, Alerts, Pipelines, and more
  • Map your CS framework to HubSpot tools and leave with a system checklist and execution plan

 

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Jan Young

Founder of JanYoungCX and StepUpXchange, Jan is a nationally recognized Customer Success strategist and executive coach. She developed the Repeatable Revenue System™ and Guided Progress System™ frameworks to help SaaS and service-based companies build scalable, customer-centered post-acquisition strategies. As a speaker, facilitator, and community leader, Jan empowers CS leaders to move from firefighting to strategic impact.

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Sam Anderson

Samantha leads Origin 63, a HubSpot Elite Partner specializing in Customer Experience transformation. With deep expertise in Service Hub implementation and customer journey design, Samantha’s team helps CS organizations turn strategy into systems using HubSpot's most advanced tools. She's passionate about making Customer Success the driver of sustainable growth.

Reserve your place now and take the first step toward scaling your Customer Success impact

Register Now

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Event FAQs

What if I can’t attend live?
 All registered attendees will receive access to the full event recordings for 30 days. If you can’t attend live, the recordings constitute full delivery of the workshop.
Can I get a refund?

Yes. You can cancel for a full refund if you make the request more than 72 hours before the event. No refunds will be issued within 72 hours of the event. If the organizers cancel the event, all registrants will be refunded in full.

Will this be interactive?
Yes. This is not a passive webinar. You’ll be applying what you learn in real time, using templates and guided exercises. Optional group feedback and hot seats will also be available.
Do I need to use HubSpot?
No—but you’ll see how the frameworks can be implemented in HubSpot. If you’re not using it yet, you’ll leave with a system requirements map to guide future decisions.
Will I get resources afterward?
Yes. Attendees receive editable templates, a system checklist, and post-event offers to continue working with Jan or Origin 63.