Team building for customer success teams

The best team building for customer success teams runs in the middle of the quarter, after QBR season and before the renewal push. Make it a 60-minute hosted game on video, scored by team, so CSMs who each work their own book of accounts finally play on the same side.

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A customer success team with headsets around their necks laughing over a block tower game at a shared table while remote teammates join on two laptops

Customer success team building activities

CSMs spend the day on client calls, so pick a game where they talk to each other instead. Each runs about an hour with a live host on Zoom, Teams, Meet or Webex.

Prices are live from our catalog and grow with your headcount. See all activities.

When to run it: between QBRs and renewals

Example dates for a company whose quarters follow the calendar year. Shift them to your own fiscal quarters.

  1. Early Dec 2026

    Year-end renewals: hold the holiday event early

    If your contracts follow the calendar year, December 31 is the biggest renewal date you have. Hold the team holiday event in the first half of December: for Thursday, December 10, book a hosted game by November 25 and a kit workshop by November 19. More on virtual holiday parties.

  2. Jan 4 to Feb 5, 2027

    QBR season: leave it alone

    The first weeks of a quarter go to business reviews. CSMs build decks and present all day, so a team event here lands on top of a client call.

  3. Feb 16 to Mar 5, 2027

    Mid-quarter: the window for the main event

    Reviews are done and renewals are not due yet. For Wednesday, February 17, book a hosted game by February 3 and a kit workshop by January 27, or January 13 with anyone in Canada or abroad.

  4. Mar 15 to 31, 2027

    Quarter-end renewals: hands off

    Q1 2027 ends Wednesday, March 31. CSMs are chasing signatures and expansion paperwork. Book nothing that needs the whole team.

  5. Apr 5 to 9, 2027

    Celebrate the renewal number

    Thank the team in the first days of the new quarter, before the next round of QBR decks is due. Then repeat the pattern each quarter.

What CSM team building costs

Totals for one segment pod, a full CS org, and CS with onboarding and support together.

Total price for the whole group, by headcount
Fun-Filled FeudHosted game, package price12 people$97530 people$1,19575 people$1,415
Speak Up! Public Speaking WorkshopSkills workshop, package price12 people$85030 people$1,70075 people$2,550
Coffee TastingKit workshop, base fee plus a price per kit12 people$1,44730 people$3,04975 people$7,054

Worked out from live catalog prices. Pay by card or by invoice and PO; a 50% deposit holds the date. Get a free quote for your exact headcount.

For the people who run the QBRs

A CSM presents to executives every quarter and hears the bad news first when an account churns. These three hosted workshops are built for that job.

Book a workshop about 2 weeks ahead, like a game. See all activities.

Mix CS with the teams that hand you accounts

An account passes through four teams. The friction sits at the handoffs, so put those people on the same team for an hour.

  • Before the account

    Sales to customer success

    The handoff is where promises get lost. One game with AEs and CSMs on the same teams helps more than a handoff template. See team building for sales teams.

  • The first 90 days

    Onboarding and the CSM

    Implementation and onboarding specialists pass each account to a CSM. Seat them together in breakout rooms so the names behind the handoff become people.

  • When it breaks

    Customer success and support

    Support owns the ticket, CS owns the relationship. Shift-based support teams need their own booking plan: see team building for support teams.

  • Feedback loop

    Customer success and product

    CSMs carry the feature requests. A shared hour with the people who build the product makes the next request easier to hear. More in team building for product teams.

Run it with your customers, too

Customer success owns the relationship, so the same hour can thank a customer advisory board, a user group or the accounts that just renewed. Each kit goes to the guest's own address.

Kit workshops need about 3 weeks for US addresses and 5 weeks with guests in Canada or abroad. Wine is for guests 21+. Plan the guest list on client appreciation events, or send client gifts instead. See all activities.

Running events for many customers through the year? See client events for enterprise teams.

Customer success team building questions

What is good team building for customer success teams?

A 60-minute hosted game on video, scored by team, booked in the middle of the quarter when QBRs are done and renewals are not due yet. Mix CSMs who cover different segments on the same teams. Add a skills workshop before QBR season, and a calm format after a hard renewal quarter.

When should a customer success team do team building?

Mid-quarter. The first weeks of a quarter go to business reviews and the last two weeks go to renewals. For a calendar-year company, February 16 to March 5, 2027 is the Q1 window. Hosted games need about 2 weeks of lead time and kit workshops about 3 weeks for US addresses.

How much does customer success team building cost?

It depends on the format and the headcount. Fun-Filled Feud is $39 a person for a group of 25 ($975 package). Coffee Tasting is $89 a person plus a $379 base fee. You see the full price before you book, a 50% deposit holds the date, and you can pay by card or by invoice and PO.

Our CSMs cover accounts in Europe and Asia. Can everyone join?

Yes. One session at 10 am Eastern is 3 pm in London while both are on standard time (until US clocks change on March 14, 2027). For an Asia Pacific pod, book a second session at a time they work. Kits reach Canada and other countries for an extra cost per kit; book those about 5 weeks ahead.

Can we run the same event with our customers?

Yes, as its own booking. A tasting kit sent to each customer works well for a customer advisory board, a user group or a renewal thank-you. See client appreciation events, and ask your contact whether their company accepts gifts and event invitations before you send a kit.

Can the trivia include questions about our product and customers?

Yes. Trivia with a Twist! and Fun-Filled Feud can add your own questions, like a round on your product or the quarter's best customer stories; some requests cost extra. Send them about 4 weeks before the event.

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