Essential Customer Success Training 

Foundations of Customer Success™

Provide your sales team with the skills, tactics, and tools to deepen customer relationships and grow account revenue.

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Core Skills Your Team Will Master in Our Customer Success Training:

Smoother sales to CS handoffs

Build deeper customer relationships

Lead outcome-based customer meetings

Identify growth opportunities

Manage difficult customer conversations

Improve time management

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Flexible Training Formats for Customer Success Teams

Virtual Instructor-Led Training

Live, interactive online workshops designed to train CS teams on onboarding strategies, user adoption tactics, and proactive renewal management without disrupting daily account operations.

Instructor-Led Training

Hands-on, onsite sessions focused on mastering critical customer touchpoints, resolving health-score risks, and building long-term account retention models.


Digital Blended Learning

Self-paced digital modules powered by SBI’s Collaborative Learning Experience (CLX), allowing reps to reinforce adoption tools and renewal frameworks at their own speed.

Every program utilizes SBI’s specialized framework and comes fully equipped with hands-on workbooks, real-world account exercises, customer health tools, and adoption planners.

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New Skills Become Lasting Habits with Built-in Continuous Reinforcement

Foundations of Customer Success equips your team with practical job aids, tools, and ongoing reinforcement to guarantee real-world application and seamless adoption.

Moving beyond traditional training that fades after a few weeks, our Foundations of Customer Success program drives lasting behavioral change that delivers measurable improvements in your CS team’s performance.

What Our Clients are Saying

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"SBI is easy to work with and very responsive. They took the time to understand our business and training priorities, and their customization process was very efficient."

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"During our training, you could see how involved our team was – they were really working hard at it. And that is exactly what we were looking for."

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"SBI was very willing to incorporate our sales process into the training based on the unique nature of our solutions and how they are sold."

Proven Results for B2B Customer Success Teams

2025 Top Sales Training Ribbon

Leading enterprise organizations trust SBI to equip their customer success managers with the commercial frameworks needed to protect and grow account revenue.

Our customer success training focuses on driving long-term retention and measurable adoption. That is why SBI has been consistently recognized by SellingPower Magazine as a top training provider for over a decade.

 We have successfully trained customer success and account management teams across diverse industries, including Technology, Life Sciences, Financial Services, and Professional Services. 

Isn't it time your whole team was consistently making quota?

Schedule a consultation. We'll contact you within 24 hours (or on the following business day)

We'll show you how to turn them into top performers.