customer acquisition is not the same as
customer expansion

Training to Expand and Retain Accounts

Your customers already chose you once. But staying top of mind—and at the top of the budget—requires different kinds of conversations. With the right training, your team can drive adoption, win more renewals, and find growth in every account.

Photograph of tree representing revenue growth from customer retention and expansion

Why Most Expansion Efforts Stall

Too often, customer-facing teams treat existing accounts like new prospects—repeating the same “Why You” pitch buyers heard the first time around. But renewal and expansion decisions hinge on a different buying psychology.

If your sellers don’t deliver? Missed targets. Lost opportunities. And painful churn. 

What Your Team Needs to Keep and Grow Customers

Sales and service teams need to influence how your customers think about the partnership, their progress, and your value. That means learning how to:  

  • Navigate competing interests across departments
  • Deliver business reviews that executives won’t ignore
  • Justify price increases and win more renewals
  • Frame upsell and cross-sell as smart, low-risk moves 

Science-Backed Training for Retention and Expansion

Our retention and expansion training programs are grounded in buyer psychology, backed by original research, and designed to win every moment in the post-sale customer journey. 

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Onboard
and Deliver

Define success metrics at multiple levels 

Accelerate change and adoption 

Demonstrate promised value 

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Expand
and Influence

Deliver a price increase message with confidence 

Position upsells as low-risk, high-impact progress 

Run business reviews that spark fresh opportunities 

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Strengthen Partnerships

Align stakeholder agendas and navigate internal politics 

Use visual storytelling to communicate impact 

Respond to service failures in a way that restores trust 

Recognized for Excellence

Win the Moments That Make or Break Relationships

Your sellers don’t need more polite check-ins. They need the skills to own the critical conversations that determine whether a customer stays, grows, or leaves. That’s what this training delivers. 

Ready to equip your team to keep and grow accounts? 

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Built for How
Modern Teams Learn

Online, Self-Paced Sales Training
Virtual training dashboard with self-paced online sales training modules

Flexible, focused, and built for impact. Your sellers learn at their own pace—then put new skills into practice with challenge assignments and expert coaching that drives performance. 

Virtual, Instructor-Led Training
Screenshot of Tim Riesterer as an instructor in a virtual sales training event

Live, interactive sessions that bring learning to life. Your team joins expert-led virtual workshops designed around real sales opportunities, so training is immediately actionable. 

In-Person, Instructor-Led Training
Sales training expert leads an on-site workshop for a B2B sales team

Transformative live workshops that sellers won’t forget. Expert facilitators lead lively, hands-on sessions where your sellers learn new skills, get live practice and feedback, build peer connection, and leave ready to win. 

Ongoing AI-Driven Coaching
AI-powered coaching platform with AI coach giving sales rep feedback in practice session

Just-in-time coaching to sharpen skills after every deal. Give every seller a personalized development path, based on performance feedback from real buyers, to sharpen their skills. 

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“There was a moment when the entire room went silent…We realized that all we’d been doing was sending out a customer acquisition message, inadvertently teaching our customers to leave us because we weren’t giving them a retention or an expansion message. It was a shocking moment for all of us to realize it’s not just about acquisition.”

Lori Tan
Senior Director, Revenue Director of Commercial Enablement
Synthego

Sharpen Your Strategy with These Expert Resources

B2B Buying Behavior Research, Stats, and Trends
Learn More
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Common Questions About This Training

A: No. These skills apply to anyone having customer conversations—CS, account managers, renewal teams, and more. If they influence retention or growth, this training is relevant.

A: Most training is theoretical. Ours is grounded in Decision Science and built for real buyer behavior. Reps learn it, use it in live deals, and get coached to reinforce it.

A: In most cases, our skills integrate with your current process and tools—so you get more from what’s already in place without starting over.

A: You’ll define measurable outcomes—like retention, expansion activity, and executive engagement—from the start. We’ll help track impact and tie results to behavior change.

A: Yes. Our training adapts to different roles, geographies, and experience levels. It’s modular and scalable—whether you’re upskilling new hires or coaching seasoned teams.

A: We pair every skill with tools, coaching guidance, and just-in-time prompts—so it becomes habit, not theory. You’ll also get resources to embed it in your messaging and content.

Round Out Your Sales Training Program

Expansion is just one part of your team’s performance puzzle. Explore additional skill areas designed to win every commercial conversation.

Get a Training Plan Built for Today’s Buyers

Let’s match the right training options to your team’s goals.