About the Course

This course teaches CSMs the skills they need to add recurring impact to their customers with every interaction, and therefore drive recurring revenue for the business. CSMs will learn the key moments that matter across the customer journey, how to apply customer-centric principles at each of these moments, and how to grow and expand their customer accounts.

After completing this course, CSMs and Account Managers will be will equipped to proactively manage and grow their accounts.

Best for:

  • CSMs and Account Managers who are responsible for customer account management and account growth

Course format:

  • 8 hours live instruction; one 2-hour session each week
  • Delivered via Zoom video conference
  • Exclusive access to blueprints, videos, and exercises
  • Industry-recognized certification
  • Maximum number of learners: 25


$1,500 per seat
or contact us for a private course for your team




Learners engage with their certified Trainer in an experiential learning format, with 8 hours of live instruction including role plays, breakouts, and recurring revenue frameworks applied to real-world situations. Each learner receives access to our learning management platform for concept reinforcement through videos and frameworks.


The SaaS Sales Method for Customer Success

  • The SaaS Sales Methodology for Customer Success
  • Diagnosis Across the Customer Journey
  • The Science of Effective Communication


  • The Structure of Executive Customer Calls
  • How to Ask Great Questions
  • First Value and Getting to Impact

Storytelling & Impact Review

  • Leading Strong Impact Reviews
  • How to Share a Compelling Story

Expanding the Partnership

  • Difficult Conversations
  • Managing Save Plays Based on Trigger Events
  • Engaging Decision Makers

Training for 8 or more people?

Contact us to discuss private course options.

See here for the latest course schedule to sign up


When you pass the exam at the end of the course, you will receive the following industry-recognized certification that you can post to your LinkedIn profile.

Certified Trainers for this course

Alia Pirani


Selena Rice


Taken by employees at

Training for 8 or more people?

Contact us to discuss private course options.