Customer Success Training for CSMs and AMs

A Winning by Design Open Course

This course is great for

  • CSMs and AMs who are responsible for account management and account growth

What you’ll get out of this course

This course covers proven methods for effective customer communication that CSMs and AMs can practice with peers. Students will learn how to orchestrate specific key moments of the customer success journey, including the hand-off from Sales, the kick-off call, and managing customer conflict.

WbD Certificate Mastership in Customer Success


Week 1: The SaaS Sales Method

  • The SaaS Sales Methodology
  • The Science of effective communication
  • SPICED handoffs

Week 2: Impact

  • Impact orchestration
  • Interactions: meetings, email, phone calls, video

Week 3: Storytelling & Impact Review

  • Storytelling
  • Impact reviews

Week 4: Expanding the Partnership

  • Time management: the math of productivity and where to focus
  • Difficult conversations
  • Trade

Here’s an example of what you’ll learn

How to support your customers

What to do when product usage has gone down

How to handle price increases

Course details

Each course includes

        • Four weeks of lessons, with one 2-hour live session each week
        • Delivered via Zoom video conference
        • Exclusive access to blueprints, videos, and exercises
        • Industry-recognized certification

Price per seat

$1,500 USD

Maximum seats per company



Time Optimized For
Start Date
June 3

Wed, June 3 10am-12pm Pacific Time

Wed, June 10 10am-12pm Pacific Time

Wed, June 17 10am-12pm Pacific Time

Wed, June 24 10am-12pm Pacific Time

Alia Pirani

June 3

Wed, June 3 1-3pm Central European Time

Wed, June 10 1-3pm Central European Time

Wed, June 17 1-3pm Central European Time

Wed, June 24 1-3pm Central European Time

Boris Bedzent