Customer Service

CX & Account Management

Retain. Renew. Expand. Repeatably. The program for account-management and customer-success teams — the ones whose number is renewal rate, net-revenue retention, and expansion. Built around the relationship cadence that actually compounds.

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Tiers of learning
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Modules
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Reinforcement
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Countries delivered
Outcomes

What you walk away with.

The program for account-management and customer-success teams — the ones whose number is renewal rate, net-revenue retention, and expansion. Built around the relationship cadence that actually compounds.

  • Higher renewal and net-retention rates
  • Cleaner expansion conversations
  • Earlier warning on churn risk
  • Account plans that drive action, not slides

The Ascent reinforcement layer

Every learner gets a Certificate of Completion, 24/7 access to the Ascent Online Learning Platform, downloadable tools and PDFs, a complimentary Tim Carlisle book, and the 8-week post-training reinforcement series.

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Program structure

Modules in CX & Account Management.

Built across three tiers — Foundations, Core, Pro. Pick a tier or mix them across your cohort.

  • The AM Operating System — calendar, rituals, account plans
  • Stakeholder Mapping — beyond the day-one buyer
  • Quarterly Business Reviews that Actually Land
  • Identifying Expansion — without becoming the vendor who always sells
  • Renewal Conversations — the early, healthy version
  • Churn Diagnosis — when to fight, when to learn

Audience

Account managers, customer success managers, AM leaders, post-sale teams.

Delivery modes

  • In-person workshops
  • Live virtual sessions
  • 60–90 minute micro-learnings on Zoom
  • 24/7 on-demand on the Ascent Online Learning Platform
  • Bespoke 1:1 coaching for senior talent
  • AI-powered video assessment — record a response, get immediate AI feedback
How you'll progress

From foundations to mastery, one step at a time.

Every program is structured across three tiers so a team — or an individual learner — can stop, scale or extend the journey at any point.

1

Foundations

Build the language, the habits and the baseline behaviours every team member needs before specialization.

Start here
2

Core

Apply the methodology to live pipeline, real customers and the metric you actually report on.

Where most teams land
3

Pro

Coach, lead and embed the practice — train-the-trainer, manager coaching and senior 1:1s extend the result across the business.

Lead the next cohort
Related programs

Other programs in Customer Service.

Customer Service Training

Consistent service. Memorable recovery.

View program

Customer Service Academy

The deep program for service teams who want to lead the industry.

View program
Scope a CX & Account Management program

Let's design it to your team.

Tell us your team size, tier mix and timeline — we'll come back within one business day with a proposed program.

CX & Account Management inquiry

No obligation. One business day reply.

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