Account Retention & Expansion Series
4 Weeks
Mondays | 3-4 PM ET | 3 Times a Year

What to Expect
- Expert Guidance: Learn from seasoned industry experts and trainers who bring a wealth of experience and practical knowledge to the table.
- Customizable Solutions: Our training series offers adaptable strategies that can be tailored to your specific sales team, ensuring maximum impact and results.
- Interactive Learning: Engage in hands-on exercises, workshops, and discussions that foster active learning and practical application of knowledge.
- Immediate Impact: The strategies and techniques taught in the series can be implemented immediately, enabling you to see tangible improvements in your sales performance.
Key Topics Covered
Embark on a transformative journey to elevate your account retention and expansion strategies to unprecedented heights. In this comprehensive program, we'll guide you through a curated selection of key topics designed to fortify your client relationships, maximize your efficiency, and ensure long-term success. Explore the following essential areas that form the backbone of our program:
- Effective Client Segmentation
- Time Management Techniques
- Building Strong Organizational Relationships
- Strategic Account Reviews
- Negotiating Contract Renewals
- Referral Generation Strategies
From effective client segmentation to mastering the art of negotiation, this program empowers you with the tools and knowledge needed to not just retain, but truly flourish with your major accounts.
This series will be offered 3 times in 2025 on the following dates:
Cohort 1: May 5, May 12, May 19, and June 2
Cohort 2: August 4, August 11, August 18, and August 25
Cohort 3: November 24, December 1, December 8, and December 15
The schedule for this series will be as follows:
May 6: Client Segmentation + Expanding Account Opportunities
May 13: Mastering Strategic Account Meetings
May 20: Navigating Contract Negotiations + Difficult Conversations
June 3: Selling More to Existing Accounts