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Customer Retention & Account Growth

Categories: Sales & Business Growth Academy
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    • About Course

      Course Code: WSB-315

      Program: Operations & Administration Academy

      Course Overview: Help client-facing professionals maximize customer lifetime value through retention, expansion, loyalty-building, and strategic account growth.

      This course develops practical capability in retention, delivering ongoing value, account growth strategies, managing risk and retention challenges, and sustainable account growth.

      Learning Outcomes

      By the end of this course, learners will be able to:

      • Understand the drivers of customer retention and account growth
      • Deliver ongoing value across the customer relationship
      • Identify responsible account growth opportunities
      • Monitor account health, satisfaction, and retention risk
      • Respond effectively to retention challenges
      • Develop a sustainable account growth plan

      Target Audience: Sales professionals, account managers, client-facing employees, business-development teams, relationship managers, and commercial leaders who want to strengthen practical capability in customer retention and account growth.

      Learning Experience: Learners engage through video overviews, audio deep dives, study guides, practical examples, reflection prompts, workbook activities, applied tasks, knowledge checks, and end-of-module quizzes. Activities support practical application in retention, delivering ongoing value, account growth strategies, managing risk and retention challenges, and sustainable account growth.

      Course Structure: 5 modules / 20 lessons.

      Special Feature: Every module concludes with a Putting It All Together audio deep dive that connects the key lessons and supports reflection and practical application.

      Pathway Focus: Understand retention. Apply account growth strategies. Strengthen sustainable account growth.

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      Course Content

      Course Introduction

      • WSB05 Customer Retention & Account Growth
        04:30

      Retention Fundamentals
      This module introduces learners to retention fundamentals within Customer Retention and Account Growth by exploring customer retention, why customers leave, measuring retention success, and retention mindset and ownership.

      • Understanding Customer Retention
        08:44
      • Why Customers Leave
        09:04
      • Measuring Retention Success
        07:53
      • Retention Mindset & Ownership
        07:51
      • Putting It All Together
      • WSB-315-M1: Retention Fundamentals

      Delivering Ongoing Value
      This module helps learners apply delivering ongoing value within Customer Retention and Account Growth by exploring value realization strategies, customer success fundamentals, proactive engagement, and building long-term trust.

      • Value Realization Strategies
        08:01
      • Customer Success Fundamentals
        08:25
      • Proactive Engagement
        07:55
      • Building Long-Term Trust
        07:41
      • Putting It All Together
      • WSB-315-M2: Delivering Ongoing Value

      Account Growth Strategies
      This module helps learners strengthen practical capability in account growth strategies within Customer Retention and Account Growth by exploring identifying growth opportunities, cross-selling and upselling responsibly, expanding stakeholder relationships, and strategic account planning.

      • Identifying Growth Opportunities
        08:13
      • Cross-Selling & Upselling Responsibly
        07:31
      • Expanding Stakeholder Relationships
        08:05
      • Strategic Account Planning
        09:29
      • Putting It All Together
      • WSB-315-M3: Account Growth Strategies

      Managing Risk & Retention Challenges
      This module helps learners apply managing risk and retention challenges within Customer Retention and Account Growth by exploring recognizing at-risk accounts, service recovery for key accounts, managing competitive threats, and retention intervention strategies.

      • Recognizing At-Risk Accounts
        09:01
      • Service Recovery for Key Accounts
        08:47
      • Managing Competitive Threats
        08:39
      • Retention Intervention Strategies
        08:28
      • Putting It All Together
      • WSB-315-M4: Managing Risk & Retention Challenges

      Sustainable Account Growth
      This module helps learners strengthen practical capability in sustainable account growth within Customer Retention and Account Growth by exploring customer advocacy and referrals, building strategic partnerships, measuring account success, and account growth action plan.

      • Customer Advocacy & Referrals
        08:04
      • Building Strategic Partnerships
        08:36
      • Measuring Account Success
        08:25
      • Account Growth Action Plan
        09:04
      • Putting It All Together
      • WSB-315-M5: Sustainable Account Growth

      Learning Resources

      • Course Study Guide and Workbook Activities

      Student Ratings & Reviews

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      Free
      Free access this course
      • Beginner
      • 4 Total Enrolled
      • August 27, 2026 Last Updated
      • Certificate of completion
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      A course by

      xtraLesson
      xtraLesson

      Material Includes

      • Study guide and practical workbook activities

      Requirements

      • No formal prerequisite. Learners should be involved in sales, business development, customer relationships, account management, or client-facing work.

      Tags

      • Customer Retention & Account Growth
      • Sales & Business Growth Academy
      • WSB-315

      xtraLesson Workforce is a corporate workforce development academy helping organizations strengthen employee capability, workplace performance, leadership, and future-ready skills through practical, contextual, and multilingual learning.

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