Welcome to the leading Customer Success Summit, now in its third year! This event is dedicated to professionals like you, who are looking to get the most out of their customer relationships.
Navigate the complex world of sales growth and marketing effectiveness to embrace the potential of Customer Success. Arm yourself with the knowledge you need to build closer client relationships. Revamp your onboarding, employee loyalty and team engagement to maximize your customer lifetime value.
This is your chance to join the world’s best customer success community! Gain a peer group that lasts beyond these two days. Leave with plans that you can take back to the office and immediately implement. Network with the top Chief Customer Success Officers, VPs, Directors and Executives — the trailblazers and trendsetters of the industry. They are here to connect with you and they are passionate about sharing their best tips!
We look forward to seeing you at this year’s event. It’s one you can’t afford to miss!
1
Gain Insights from the World’s Top Customer Success Leaders
Hear strategies implemented by CS pioneers and ensure that you are on top of emerging trends and developments. Create lasting professional relationships while sharing success stories and lessons learned
2
Leverage Cross-Industry Intelligence to Improve Customer Retention and Build Loyalty
Business success is rarely about reinventing the wheel. Adopt proven methods that have worked in both the CX and UX space and apply them within your organization. Uncover best practices to maintain relationships with current customers and attract new ones.
3
Ensure your Digital Experience is Best in Class to Drive Customer Success
Nothing turns a customer away faster or inhibits their success like a subpar digital experience. Make sure your digital channels are benefiting your customers and meeting their needs. Learn how to harness technology to serve you, rather than the other way around
4
Discover How to Reduce Churn with Unparalleled Expertise that You Won’t Find Anywhere Else
There are countless reasons why a customer might choose to stop using your product or interacting with your business. The Customer Success Summit will help you identify your organization’s pain points and create a clear-cut strategy to address them.
5
Source Answers to Your Customer Success Challenges Via Dedicated Networking Sessions with Thought Leaders and Peers
Tap into the collective knowledge of our highly vetted speakers, industry experts and like-minded peers. Take advantage of Q&A time as well as interactive networking opportunities
The 3rd Annual Customer Success Summit is North America’s premier event exclusively designed for senior customer success executives. We recognized the importance of customer success long before it gained popularity and this event is where many of the biggest trends were introduced. Immerse yourself in this virtual experience and gain actionable insights, identify new growth opportunities, and develop a blueprint for increased ROI.
This 2-day, action-packed virtual offering will reach a global audience and showcase an exciting digital program. We are introducing a number of innovative online initiatives, such as 1-2-1 meetings, intimate roundtable discussions, virtual exhibits, exceptional speakers and fresh case studies. Join us and stay connected while working from home!
Strategy Institute has been in business for 25+ years, has produced over 450 conferences and catered to more than 50,000 attendees. We act as an independent conference organizer with an emphasis on high quality research and lead generation to meet the needs of our customers.
Ever attend an event where you feel like you’re lost in the crowd? Not at the 3rd Annual Customer Success Summit! We deliberately design the program to encourage you to meet with like-minded people — from beginning to end. With the added advantage of technology, you’ll have the opportunity to do so at a number of small working groups, industry workshops, peer-led breakouts, roundtables, and much more! You’ll come as an individual attendee, but you’ll leave as part of the Customer Success community!
Kamia Sharma
Sreedha Varanasi
Sponsorship Manager
Lekhena Peou
Event Manager
Tony Naldinho
VP of Marketing
Monica Sallai
Customer Success Manager
Which meals are included?
Breakfast, lunch and morning and afternoon breaks are provided at the conference, served in the exhibition hall
Is there parking?
Yes, contact our customer care team for more details at [email protected]
Can I send a replacement delegate if I can’t attend at the last minute?
Absolutely! Please contact our customer care team at [email protected] at your earliest convenience to let them know to have a badge ready for your colleague
I have special meal requirements, who do I contact?
Please contact our customer care team on [email protected] so they can liaise with the venue to ensure you are taken care of
When will the presentations be available, and how do I get them?
Presentations will be available during the conference, shortly after the presentation has taken place. You will receive an email from our customer care team with the login details. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.
Can I stay for the whole conference?
Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!
When is my presentation due?
Please, send your presentation to us 2 weeks before the conference, even if it is still in draft form. This will allow us to check it on the event laptop in advance, and let you know if there are any issues. Please email your final version to the event manager and bring a back-up on a usb stick.
What aspect ratio should my slides be?
Please, select ‘standard’ in Microsoft office – the aspect ratio is 4:3
What time do I need to arrive before my presentation?
Please, arrive at the break before you are due to speak, e.g. if you are due to speak at 4pm, please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck (and load it if you have a new version with you) and do a rehearsal of your presentation.
Is there a speakers’ green room?
No, we find our speakers enjoy networking with delegates and other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to do some work or make calls.
What forms of payment do you accept?
We accept Visa, MasterCard, American Express Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.
What is your cancellation/refund policy for paid invoices?
A full refund less $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date; refunds will not be available after this date
Can I pay half now and half at a later date?
We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]
My credit card was charged with a foreign transaction fee, how do I get that amount paid for?
Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.
I paid for my registration, does it include my hotel stay at the venue?
Registration fees include attendance, luncheon and all course materials. It doesnt include accommodations or transportation to and from the conference.
When is booth set-up and tear-down?
Set up is usually the night before the event, or before registration opens on day 1. You will have received a logistics package from your event manager with more details. If you’ve not received this, please contact customer care on [email protected] so they can connect you to the event manager
When will I know my booth number?
You will receive this 1 week before the event, from your event manager.
I want to distribute handouts, can you make that happen?
Yes! Please give them to the event manager when you arrive for set-up. If you want to distribute an electronic handout please send this to your event manager at your earliest convenience.
EVENT
Which meals are included?
Breakfast, lunch and morning and afternoon breaks are provided at the conference, served in the exhibition hall
Is there parking?
Yes, contact our customer care team for more details at [email protected]
Can I send a replacement delegate if I can’t attend at the last minute?
Absolutely! Please contact our customer care team at [email protected] at your earliest convenience to let them know to have a badge ready for your colleague
I have special meal requirements, who do I contact?
Please contact our customer care team on [email protected] so they can liaise with the venue to ensure you are taken care of
When will the presentations be available, and how do I get them?
Presentations will be available during the conference, shortly after the presentation has taken place. You will receive an email from our customer care team with the login details. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.
SPEAKERS
Can I stay for the whole conference?
Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!
When is my presentation due?
Please, send your presentation to us 2 weeks before the conference, even if it is still in draft form. This will allow us to check it on the event laptop in advance, and let you know if there are any issues. Please email your final version to the event manager and bring a back-up on a usb stick.
What aspect ratio should my slides be?
Please, select ‘standard’ in Microsoft office – the aspect ratio is 4:3
What time do I need to arrive before my presentation?
Please, arrive at the break before you are due to speak, e.g. if you are due to speak at 4pm, please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck (and load it if you have a new version with you) and do a rehearsal of your presentation.
Is there a speakers’ green room?
No, we find our speakers enjoy networking with delegates and other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to do some work or make calls.
PAYMENT
What forms of payment do you accept?
We accept Visa, MasterCard, American Express Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.
What is your cancellation/refund policy for paid invoices?
A full refund less $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date; refunds will not be available after this date
Can I pay half now and half at a later date?
We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]
My credit card was charged with a foreign transaction fee, how do I get that amount paid for?
Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.
I paid for my registration, does it include my hotel stay at the venue?
Registration fees include attendance, luncheon and all course materials. It doesnt include accommodations or transportation to and from the conference.
SPONSORS
When is booth set-up and tear-down?
Set up is usually the night before the event, or before registration opens on day 1. You will have received a logistics package from your event manager with more details. If you’ve not received this, please contact customer care on [email protected] so they can connect you to the event manager
When will I know my booth number?
You will receive this 1 week before the event, from your event manager.
I want to distribute handouts, can you make that happen?
Yes! Please give them to the event manager when you arrive for set-up. If you want to distribute an electronic handout please send this to your event manager at your earliest convenience.
