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Free course template · Global

Customer retention basics for account teams

A ready-made course, live deck and two surveys for account managers. AhaSlides tracks progress, completion and scores for you. 35 minutes, 6 lessons. Last reviewed 29 October 2026; not legal advice.

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Customer retention basics for account teams: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 11 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 35 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Why keeping a customer is worth more than finding a new one · 7 min

    Before you begin · Priya looks after 40 accounts at Harbour Logistics. Two long-time customers have gone quiet and she is busy chasing new leads · Where would you spend the next hour?

  • Lesson 2: Retention measures, customer groups and loyalty levers · 7 min

    The customer life cycle · Groups and levers · Measures

  • Lesson 3: Spotting churn risks · 7 min

    Warning signs · Risk or normal? · Check

  • Lesson 4: What would you do? Pick the retention action · 6 min

    One-time buyer · Lapsed customer · Measure fit

  • Lesson 5: Handing over risks and speaking up · 4 min

    Escalate at-risk accounts · Hand-over

  • Lesson 6: Next steps and final assessment · 4 min

    Next steps · Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

At onboarding for account roles, before a renewal season, and when churn rises.

Account managers, customer success and sales staff who look after existing customers.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Crm link
  • Offers policy link
  • Policy link
  • Reporting route
  • Help contact
  • Organisation name
  • LMS or record system
  • Course URL
  • Live session URL
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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