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
  • Questions? Read our FAQs

Price per seat

$1,500 USD

Maximum seats per company

4

Schedule

Time Optimized For
Start Date
Details
Purchase
Trainer
US
December 6

Mon, Dec 6 9am-11am Pacific Time

Thurs, Dec 9 9am-11am Pacific Time

Mon, Dec 13 9am-11am Pacific Time

Thurs, Dec 161 9am-11am Pacific Time

Only 4 seats left!Buy

Selena Rice

Mon, Dec 6 9am-11am Pacific Time

Thurs, Dec 9 9am-11am Pacific Time

Mon, Dec 13 9am-11am Pacific Time

Thurs, Dec 161 9am-11am Pacific Time

Europe
December 7

Tues, Dec 7 2pm-4pm Central European Time

Fri, Dec 10 2pm-4pm Central European Time

Tues, Dec 14 2pm-4pm Central European Time

Fri, Dec 17 2pm-4pm Central European Time

Selena Rice

Tues, Dec 7 2pm-4pm Central European Time

Fri, Dec 10 2pm-4pm Central European Time

Tues, Dec 14 2pm-4pm Central European Time

Fri, Dec 17 2pm-4pm Central European Time

US
January 5

Wed, Jan 5 10am-12pm Pacific Time

Wed, Jan 12 10am-12pm Pacific Time

Wed, Jan 19 10am-12pm Pacific Time

Wed, Jan 26 10am-12pm Pacific Time

Selena Rice

Wed, Jan 5 10am-12pm Pacific Time

Wed, Jan 12 10am-12pm Pacific Time

Wed, Jan 19 10am-12pm Pacific Time

Wed, Jan 26 10am-12pm Pacific Time

US
January 5

Wed, Jan 5 12pm-2pm Eastern Time

Wed, Jan 12 12pm-2pm Eastern Time

Wed, Jan 19 12pm-2pm Eastern Time

Wed, Jan 26 12pm-2pm Eastern Time

Alia Pirani

Wed, Jan 5 12pm-2pm Eastern Time

Wed, Jan 12 12pm-2pm Eastern Time

Wed, Jan 19 12pm-2pm Eastern Time

Wed, Jan 26 12pm-2pm Eastern Time

Europe
January 6

Thurs, Jan 6 3pm-5pm Central European Time

Thurs, Jan 13 3pm-5pm Central European Time

Thurs, Jan 20 3pm-5pm Central European Time

Thurs, Jan 27 3pm-5pm Central European Time

Selena Rice

Thurs, Jan 6 3pm-5pm Central European Time

Thurs, Jan 13 3pm-5pm Central European Time

Thurs, Jan 20 3pm-5pm Central European Time

Thurs, Jan 27 3pm-5pm Central European Time

US
February 2

Wed, Feb 5 10am-12pm Pacific Time

Wed, Feb 9 10am-12pm Pacific Time

Wed, Feb 16 10am-12pm Pacific Time

Wed, Feb 23 10am-12pm Pacific Time

Selena Rice

Wed, Feb 5 10am-12pm Pacific Time

Wed, Feb 9 10am-12pm Pacific Time

Wed, Feb 16 10am-12pm Pacific Time

Wed, Feb 23 10am-12pm Pacific Time

Europe
February 3

Wed, Feb 9 2:30pm-4:30pm Central European Time

Wed, Feb 16 2:30pm-4:30pm Central European Time

Wed, Feb 23 2:30pm-4:30pm Central European Time

Wed, Feb 30 2:30pm-4:30pm Central European Time

Selena Rice

Wed, Feb 9 2:30pm-4:30pm Central European Time

Wed, Feb 16 2:30pm-4:30pm Central European Time

Wed, Feb 23 2:30pm-4:30pm Central European Time

Wed, Feb 30 2:30pm-4:30pm Central European Time

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