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
  • Questions? Read our FAQs

Price per seat

$1,500 USD

Maximum seats per company



Time Optimized For
Start Date
July 8

Thurs, July 8 9-11am Pacific Time

Thurs, July 15 9-11am Pacific Time

Thurs, July 22 9-11am Pacific Time

Thurs, July 29 9-11am Pacific Time

Alia Pirani

Thurs, July 8 9-11am Pacific Time

Thurs, July 15 9-11am Pacific Time

Thurs, July 22 9-11am Pacific Time

Thurs, July 29 9-11am Pacific Time

Open Course FAQs

What will I receive when I register for an Open Course?

First, you will receive three separate emails when your registration for an Open Course is processed:

  1. A welcome email, which includes the information you will need to get started.
  2. Calendar invitations for the four live sessions of the course, which include Zoom conference call dial-in details.
  3. An email with login credentials and instructions on how to enroll in your online learning journey, sent from

How long will it take for me to receive the training materials when I register for an Open Course?

You will receive the welcome email and calendar invitation series within 2 business days after you register. The online learning course enrollment email will be sent approximately 1 week prior to the first training date.

Please note: if you sign up for a course less than one week before it starts, it may take up to 3 business days for you to receive your email with login credentials for the online learning journey.

How will my team receive open course materials?

Be sure to include the names and email addresses of your team members on your registration, and they will receive emails with the information that they need for the course.

My credit card didn’t work when I tried to pay on the website. What now?

Contact and we can help you with an alternate payment option (such as an invoice).

Is there any special pricing available?

If you sign up for more than two seats across any of our courses, a 20% discount will be applied to all seats in your order. If you have a previous relationship with WbD as a customer, please get in touch with your main point of contact on the WbD team.

Questions about our Open Courses? No problem!

Ask Us