About the Course

Equip yourself with a framework for customer growth, tightly linked with the comprehensive CS Operating Model that gives teams proven best practices for growth planning, account expansion, and securing deals.

Best for:

  • Account Managers (AMs) and/or Customer Success Managers (CSMs) responsible for customer renewals, expansion, and growth using customer-centric and systems-based skills

Blended course format:

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


$2,500 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.


Operating Model for Customer Success

Operating Model for Customer Success

Learning Objective: Explore how all phases of the customer journey connect and influence each other to impact renewal and expansion outcomes. Use this holistic view to leverage key moments to drive long-term success utilizing SPICED.

Uncovering Expansion Opportunities

Learning Objective: Learn how to effectively ask customer-focused questions throughout the customer journey to keep account insights up to date, surface any risks to the account, and illuminate expansion opportunities that were previously unknown.


Strategic Planning for Growth

Strategic Planning and Collaboration

Learning Objective: Identify and leverage key information and input from across the customer journey and other customer-facing roles to build an effective renewal and growth strategy that delivers maximum impact to your customers AND your business.

Managing an Effective Renewal Cycle

Learning Objective: Earn the renewal by ensuring customers are aware of the impact they’ve already achieved, learn how you can help them achieve new goals, and demonstrate why your solution is indispensable. Apply trigger plays to overcome objections and secure the renewal.



How to Surface and Secure Expansions

Learning Objective: Deep dive into the ways you can surface expansion opportunities, including upsells and cross-sells. Use strategic whitespace analysis and account planning to bring those opportunities to a successful close. Apply specific techniques for handling customer objections.

Building and Deepening Executive Relationships

Learning Objective: Learn how to build strong executive relationships from the start, unblock gatekeepers, and deepen relationships with stakeholders and executives during all stages of the partnership.


Securing the Deal

Trade vs. Negotiate

Learning Objective: Understand how to effectively navigate renewal and expansion deals by focusing on the customer’s prioritized goals, creating a give/get balance, and finding win-win solutions.

How to Share a Compelling Story

Learning Objective: Use the power of storytelling to build relationships and illustrate your solution’s impact on the customer’s business. Drive renewal and expansion opportunities to close—without “pitching” or relying solely on features and functionality. Use AI to help deliver engaging stories.

Ongoing reinforcement

Get the highest possible ROI on your training investment with ongoing reinforcement via our skills coaching program, library of key content and frameworks, and reporting resources.


The biweekly live sessions of our Skills Coaching program will help your reps truly master the skills they learned in this course, and create behavior change that sticks using hands-on practice and active coaching through real customer scenarios and deals.

Specific skills covered to reinforce the key concepts in this course include:

  • Asking SPICED Questions
  • Difficult Conversations
  • Internal Handoffs
  • Business Reviews
  • Trigger Plays
  • Kickoff Meetings


We also offer access to our enablement content library containing hundreds of WbD videos, blueprints, research materials, frameworks, worksheets, and templates to support teams utilizing WbD’s customer-centric GTM training and methodologies. Enablement teams and managers can leverage this library to help reinforce, coach, and train your teams—improving their skills and knowledge.

Upcoming Courses

Training for 8 or more people and/or need customization?

Contact us to discuss private course options.

Training for non-English speakers?

We deliver training across North America, Europe, AsiaPac, and Latin America—in English, German, French, Spanish, Portuguese, Chinese, and Japanese.

WbD Blended Learning Course Format

Course Prep- Watch trainer intro video - LMS login and prep work 30-45 min -
Week 1- Live session 2 hours - Online learning prep 30-45 min -
Week 2- Live session 2 hours - Online learning prep 30-45 min -
Week 3- Live session 2 hours - Online learning prep 30-45 min -
Week 4- Live session 2 hours - Certification exam approx. 60 min -
*Certificates can be added to Learners Linkedin Profile | *Actual course cadence may vary

Key skills taught in this course

The Customer Success Operating Model
Asking Good Questions to Surface Risks
Securing Expansion

See here for the latest course schedule to sign up

Taken by employees at


Trained on this course to date

What our learners say


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


Melissa Huggett


Training for 8 or more people?

Contact us to discuss private course options.