Imagine8 Consulting
Imagine8 Consulting
SaaS / Tech

CSM Career Transition Course

From Career Pivot to Career Confidence

Our client—a SaaS industry expert—wanted to create a self-paced online program that would help professionals transition from their current careers into Customer Success Manager (CSM) roles within tech. They had deep knowledge of the CSM landscape and a vision to make these roles accessible to career changers, but they needed support translating that expertise into a clear, actionable learning pathway on the Skool platform. They came to Imagine8 to build the program from the ground up—with a focus on clarity, confidence, and career readiness.

Our Approach: Learning Journey Design

We worked closely with the client to map out the full transformation—from 'Where do I even start?' to 'I'm ready to apply for CSM roles.' Each stage was broken down into clear, confidence-building steps, with practical milestones along the way.

Content Development

We created comprehensive materials to support the career transition journey.

  • Created and edited video scripts, written lessons, and walkthroughs
  • Designed downloadable templates (e.g. outreach scripts, resume prompts, interview frameworks)
  • Included real-world examples to connect theory with job-readiness
  • Wrote onboarding instructions and platform messages to guide learner momentum

Platform Build (Skool)

We structured the entire course using Skool's modular format.

  • Set up welcome flows, group discussions, and gated content
  • Integrated community touchpoints and accountability loops to drive engagement

The Project Scope

The Imagine8 team was engaged to design and develop an end-to-end online course experience.

  • Structuring the full learning journey
  • Writing and refining course content
  • Designing downloadable tools, checklists, and career prep resources
  • Building and configuring the course on Skool
  • Aligning tone, visuals, and layout to match the client's brand and voice

The Takeaway

A great course isn't just about information—it's about building belief and showing people what's possible. When you're guiding people through a major career shift, structure, clarity, and support are everything.

Key Outcomes

Learners reported feeling confident and supported throughout the process

The structure allowed for repeatable, evergreen enrolment

Tools created in the course were used directly in job interviews and applications

The Skool platform created a community of peers, helping users stay motivated and on-track

Imagine8 helped us turn our vision into a real, working course—one that people actually complete, use, and share. Their structure made the difference.

Client feedback - 5.0 rating

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