GreenhouseAlmanac

Training library

The Pivot,coming soon.

The Pivot | CSM & Implementation Dojo is a planned YouTube series. It teaches the base-level tool skills and the job-pivot skills behind customer success and implementation work, using this practice company as the set.

Status

The channel is not live yet. There are no videos, no downloads and no files here. Titles and order may change. Our best employee has not been seen in years, but the episodes are on their way anyway.

What it covers

The base-level functions these jobs use most. You will meet other parts of each tool on the job. The series covers the part that gets you started.

How it looks

Short episodes, mostly words, design and animation. Practice accounts with fake data only. Narration will be AI-generated and labeled as such.

How it is built

One task or term per video: what you will be able to do, the steps, the common mistake and the rep to practice it.

Series 1: set up your training dojo

One setup episode per tool, done as the tools are set up for real.

  1. SOON1

    How to set up your Training Dojo: Salesforce Developer (free)

  2. SOON2

    How to set up your Training Dojo: HubSpot (free CRM)

  3. SOON3

    How to set up your Training Dojo: Zoho Desk and Zendesk

  4. SOON4

    How to set up your Training Dojo: Jira

  5. SOON5

    How to set up your Training Dojo: Zapier

  6. SOON6

    How to set up your Training Dojo: Google Sheets

  7. SOON7

    How to set up your Training Dojo: a SQL practice database

  8. SOON8

    Build your own Training Dojo with Claude Code

Series 2: core functions training

The base-level functions a CSM or implementation specialist uses in each app, most in-demand first.

  1. SOON1

    Core Functions Training: Salesforce | CSM & Implementation Specialist

  2. SOON2

    Core Functions Training: HubSpot | CSM & Implementation Specialist

  3. SOON3

    Core Functions Training: Zendesk | CSM & Implementation Specialist

  4. SOON4

    More apps to follow

Job-pivot episodes

Terms, templates and habits that carry over between jobs.

  1. SOON1

    What a Customer Success Manager does all day

  2. SOON2

    What an Implementation Specialist does all day

  3. SOON3

    The ticket cycle, step by step

  4. SOON4

    Red, yellow, green UAT

  5. SOON5

    The one-page implementation plan

  6. SOON6

    Kickoff call agenda

  7. SOON7

    Cleaning a messy CSV for import

  8. SOON8

    Health score in a spreadsheet

  9. SOON9

    The renewal forecast

  10. SOON10

    The five-slide QBR

  11. SOON11

    Scope and change requests

  12. SOON12

    Shop talk: 30 terms in 5 minutes