Grow  Every  Customer

The Bold Value Customer Growth program equips your customer-facing teams with one proven system to strengthen retention and expand accounts to fuel predictable growth. 

Schedule Consultation

Equip Your Experts. Grow Customers.    


The proven Bold Value Customer Growth program equips your customer-facing teams to elevate the customer experience while investing in their professional growth. Subject matter experts, engineers, account managers, and others influence customer decisions every day, yet most have never been equipped to maximize those moments.

This program gives them the professional impact skills, repeatable process, practical tools, and confidence to elevate the customer experience, strengthen retention and renewals, uncover expansion, and earn referrals at every stage of the customer growth journey.

 
Customer Growth Thumbnail 2

auto_crop#TUFIT1JkSDJfVHMjMSMxYTQ2OTkxNjRjOTJiMWQ3NjQyMGI3ZGRlYTRlY2ZhZiMxMjQ4IyNUUkFOU0ZPUk1BVElPTl9SRVFVRVNU

 

What Your Team Gains

  • An optimized learning experience of live workshops, on-demand videos, and customizable tools

  • Earn a professional certificate upon completion

  • Advance customers through every stage of growth

  • Engage every stakeholder to earn trusted advisor status

  • Resolve customer issues confidently, reducing escalations

Try one module. Keep the tools.
Buy Now

Built for the People Who Are Not in Sales.


The only professional development training created exclusively for customer-facing professionals supporting customer growth and built on the Bold Value MethodTM. As a result, your pre-sale and post-sale teams speak one value language to improve win rates, retentions, upsells, and prep time.

 

Built for Customer-Facing Roles

Not repurposed sales training. Designed specifically for subject matter experts, account managers, client advisors, relationship managers, and other non-sales pros who help grow customers through retention, upsells, renewals, and referrals.

 

Built for Customer-Facing Roles

Not repurposed sales training. Designed specifically for subject matter experts, account managers, client advisors, relationship managers, and other non-sales pros who help grow customers through retention, upsells, renewals, and referrals.

iStock-1363104915

 

Powered by The Bold Value MethodTM

Built on the same proven system, language, tools, and frameworks as our Master Bold Value Selling training, modified to the needs of those serving clients. Creating consistency across your teams.

 

Powered by The Bold Value MethodTM

Built on the same system, language, tools, and frameworks as our Master Bold Value Selling training, modified to the needs of thoes serving clients. Creating consistency across your teams.

iStock-2032406889

 

Actionable from Day One

Equips participants with ready-to-use tools and techniques that boost confidence and impact—while also laying a strong foundation for those considering a future move into sales.

 

Actionable from Day One

Equips participants with ready-to-use tools and techniques that boost confidence and impact—while also laying a strong foundation for those considering a future move into sales.

Factory Floor Sales Photo

What's Inside

Built to fit busy schedules, the program follows adult-learning best practices and blends live workshops, on-demand videos, and 30 practical tools that turn new skills into lasting habits across the customer journey described below.

Here is what happens once you purchase, plus the flexibility to run the program on the schedule that fits your team: Step 1 – Purchase seats for your team. Step 2 – We contact you to understand your business goals and schedule your workshops.  Step 3 – Every team member receives 12-month access to the course videos and tools. Step 4 – Build the schedule to fit your needs: run the full 8-module program the way that works best for your team, whether that's a single full-day workshop, two half-days, or in two-hour workshops paced over 4 to 8 weeks. 

 

Module 1: Mindsets & Stakeholders

Your team builds the customer-driven mindset and stakeholder insight that make every interaction count, from the first onboarding conversation through every growth opportunity that follows.


Module 2: Know Your Customer

Your team maps how customers decide, who influences those decisions, and what each stakeholder values, so the relationships built during onboarding become the foundation for retention, expansion, and referrals."

Woman Presentation Conf Room 2

 

Module 3: Trusted Advisor Skills

Your team develops the rapport, presence, empathy, and expert listening skills that deepen stakeholder trust once the relationship is underway, the kind of relationship customers hesitate to leave when a competitor comes calling.


Module 4: Communicate with Credibility

Your team learns to translate technical expertise into value using the customer's language, how to choose the right communication channel, and lead productive meetings that show customers the value they are receiving and strengthen internal collaboration.

Module 5: Drive Customer Value

Once trust is established, your team learns to respectfully challenge the barriers limiting customer results, using insight-led conversations that deepen trust and surface upsell opportunities competitors typically overlook. This strengthens customer loyalty essential to elevate retentions, upsells, renewals, and referrals.


Module 6: Develop Value

Your team masters strategic questioning that uncover customer needs, goals, and quantifies the full value of solving customer challenges, co-creating business cases customers are motivated to champion when renewals and expansion decisions come up for review.

Module 7: Deliver Bold Value

Your team learns to present value with compelling proof, client success stories, and coordinated team communication that inspire confident customer decisions to earn renewals, retentions, and upsells while turning satisfied customers into willing referral sources.

 

Module 8: Apply for Lasting Results

Your team turns every skill into daily habits with a 90-day growth plan and simple impact tracking that sustain customer results, deepen growth partnerships, and keep referrals coming long after the course ends.

Ready to grow every customer?
Buy Now

The Customer Success Playbook

Tools that turn new skills into lasting habits

Included with the program, the Customer Success Playbook provides 30 customizable, field-tested tools, templates, and checklists aligned to the Bold Value Method. Your team applies each one to real customer situations during the course, building habits that continue delivering measurable results long after the final module.

A sample of tools included:

  • Stakeholder Value Map

  • Customer Growth Strategy Tool

  • Trusted Advisor Checklist

  • Preventing Customer Escalations

  • Meeting Planner Tool

 

Conf Rm Meeting Windows

 
Our customer success teams now grow and retain accounts, not just service them. That shift showed up in revenue and sat scores.
George
President
My team finally has a process for retention. We stopped hoping and started leading.
Bonnie
VP Customer Service
I coach these skills weekly now. My team applies them without me in the room.
Tony
Regional Manager
It never felt like sales training. It made me better at my actual job.
Susan
Client Advisor
I began asking better questions and uncovered a new customer growth opportunity we would have missed.
Rhonda
Account Manager

How To Get Started
1-2

Enroll Instantly

Purchase the course to gain immediate access and begin accelerating your sales performance.
2-2

Check Your Inbox

Look for your welcome email with login instructions and set up your account to start transforming your results.
3-1

Commit to the System

Block time each week to complete a stage of the process, apply the tools, and join the weekly live coaching—to help maximize your results.
4-2

Apply. Practice. Grow.

Put your new skills and tools to work in real-world selling to drive consistent wins and fuel sustainable growth.

Why Us?


We start by understanding you, your organization, your culture, and your goals.

With 30 years of experience not only helping both small business and Fortune 500s sell smarter but also coaching subject matter experts and support roles to more effectively impact sales success, we blend strategic insight, actionable playbooks, and hands-on execution to turn growth goals into measurable outcomes.

Go to FAQs
4
 
Bold Value Selling

Complete sales training built on the Bold Value Method, with customizable tools and a proven process from lead generation to close, equipping your salespeople to win more deals with one predictable, repeatable system.

 

LEARN MORE →
1
 
Bold Value Customer Growth

Equip subject matter experts, engineers, and account managers with the skills and shared value language to elevate the customer experience and support growth through one unified customer growth system.

 

LEARN MORE →
3
 
Manager Coaching Multiplier

Give your managers practical coaching tools and a proven cadence to reinforce skills, build accountability, and sustain high performance through one consistent system that continues to drive results long after the training ends.

 

LEARN MORE →
2
 
Bold Value Skills Accelerator

Pick the one or two stages your pre-sale or post-sale team needs to improve. Expert-led workshops tailored to your business, plus on-demand videos and tools. Build specific skills that close the gap and elevate your value at that stage.

 

LEARN MORE →