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

Curriculum

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

Schedule

Time Optimized For

Start Date

Details

Purchase

Trainer

May 4

Tues, May 4 9-11am Pacific Time

Tues, May 11 9-11am Pacific Time

Tues, May 18 9-11am Pacific Time

Tues, May 25 9-11am Pacific Time

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Alia Pirani

June 1

Tues, June 1 9-11am Pacific Time

Tues, June 8 9-11am Pacific Time

Tues, June 15 9-11am Pacific Time

Tues, June 22 9-11am Pacific Time

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