About the Course

Learn the skills required to bring recurring impact to your customers with every interaction, resulting in recurring revenue for your business. Understand the key moments that matter across the customer journey, how to apply customer-centric principles at each phase, and how to grow and expand your customer accounts.

By the end of the course, you will be well equipped to proactively manage and grow your accounts.

Best for:

  • CSMs and Account Managers who are responsible for customer account management and account growth

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


$1,500 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.


The SaaS Method for Customer Success

The SaaS Method for Customer Success

Learning Objective: Explore how sales has changed and the moments that matter in the customer’s journey, including First Value and Full Value.

Diagnosis Across the Customer Journey

Learning Objective: Discover how to speak the same language across your organization (as it relates to customer success) and summarize opportunities through the diagnostic framework, SPICED.

The Science of Effective Communication

Learning Objective: Interactions: Illustrate effective communication with customers based on tone, active listening and techniques that open up a conversation.



The Structure of Executive Customer Calls

Learning Objective: Identify how to effectively open calls to capture attention and set the stage for a productive meeting, increasing impact and the CSM’s executive presence.

How to Ask Great Questions

Learning Objective: Demonstrate how to craft and ask questions to help customers articulate desired impact. Explore techniques on how to “go deeper” and navigate unexpected responses.

First Value & Getting to Impact

Learning Objective: Orchestrate a plan to make your customers successful by aligning their goals with a timeline to achieve desired impact.


Storytelling & Impact Review

Leading Strong Impact Reviews

Learning Objective: Conduct Executive Business Reviews with stakeholders throughout their customer journey to uncover opportunities for
more impact.

How to Share a Compelling Story

Learning Objective: Share stories to influence customers and help them see new impact opportunities without pitching. Use AI to help deliver engaging stories.


Expanding the Partnership

Difficult Conversations

Learning Objective: Balance empathy with action to turn negative conversations into something productive to deepen the customer relationship.

Managing Save Plays based on Trigger Events

Learning Objective: Apply a Save Play based on a triggered event or conversation that could put the customer relationship at risk.

Engaging Decision Makers

Learning Objective: Identify how to get past blockers and deepen relationships with stakeholders and executives to grow the partnership.

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 ACE Call Framework
Sharing Compelling Stories
Leading Strong Impact Reviews

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


Chris Allison


Training for 8 or more people?

Contact us to discuss private course options.