Training Tuesday

Training Tuesday: Drive Expansion Without Driving Customers Away

October 14th, 2025

12:00pm - 1:00pm EST/EDT

By participating in the monthly Training Tuesdays series, you and your teams will learn skills you can put to use right away. This month's session includes research and evidence-backed skills from Expand Value by Corporate Visions.

Grow Customer Relationships Without Risking the Renewal

Renewals and upsells aren’t won by default—they’re won with the right message. Yet many sales and customer success teams rely on acquisition-style tactics that unintentionally push good customers into the arms of competitors. The research is clear: disrupt a current customer, and you’re 10–16 percent more likely to lose them.

To succeed, you need a different approach—one that reinforces the value of the partnership and shows why evolving the relationship makes business sense. When you position your solution as a natural next step, not a radical shift, you make expansion feel like a smart, low-risk decision.

During this interactive session, you’ll learn how to:

  • Use the “Why Evolve” message framework to move customers toward higher-value solutions

  • Apply the Triple Metric model to demonstrate partnership impact across strategic, operational, and personal levels

  • Turn QBRs into strategic conversations that open doors to upsell and cross-sell opportunities

You’ve earned your customer’s trust—now it’s time to build on it.

Join this Training Tuesday session to learn how to expand your accounts without undermining the relationship.

Who should attend:
Sales and customer success leaders, sellers and CSMs who want the skills and insights to evolve accounts without disrupting trust.

Format:
Training Tuesdays have a relaxed, lunch-and-learn vibe. You’re welcome to invite your whole team so you can learn together in a group, then practice your new skills together later for reinforcement. (If you aren't yet a member, start a free Insights Membership and join us.)

You’ll have the ability to turn on video, unmute yourself to ask questions, and fully participate in this unique training opportunity. The facilitator may use breakout rooms during the session for hands-on application of the lessons learned.

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