
Live online public course with Simon Blair
Retention FoundationsThursday 11 and Friday 12 March 2027
Six hours of live training for anyone who handles cancellation calls. You’ll learn to uncover the real reason a customer wants to leave, acknowledge it with empathy and rebuild the value, without relying on discounts.
Two live 3-hour sessions with Simon Blair, plus a certificate. Book one ticket or several for your team.
- ACXPA certified course
- Live, expert-led training
- Certificate included
Trusted by leading organisationsHundreds of businesses, from local councils to national brands, have chosen CX Skills to upskill their teams. See who we’ve trained
What’s in it for you
Keep more customers, for the right reasons
When a customer calls to cancel, most people either process it straight away or reach for a discount they can’t authorise.
Retention Foundations teaches you to find the real reason, acknowledge it and rebuild the value, so more customers choose to stay.
- More customers choosing to stay
- Fewer discounts given away
- Confident save conversations

Know why customers leave
What’s really driving the decision, beyond what’s said.
Use the behaviours that retain
Empathy, ownership and clear intent that build trust.
Engage from the first hello
Energy and empathy that open up the conversation.
Uncover the root cause
Discovery techniques that show where the value broke down.
Acknowledge with empathy
Make customers feel heard in the moments that matter.
Rebuild value and confirm
Targeted solutions, value checks and a warm close.
The course
Two live sessions, from the first hello to the save
Retention Foundations covers six modules across two 3-hour live sessions. Session 1 builds the foundations of a retention conversation, and Session 2 moves from strong openings to rebuilding value and closing.
It suits dedicated save teams just as well as service staff who handle cancellation calls as part of their role.
Each session includes trainer demonstrations and call simulations, so you practise with the kinds of cancellations you actually handle.
- 2 × 3 hoursTwo live sessions
- Online or onsitePublic online; private either way
- Public or privateOne ticket or your whole team
- CertificateFor everyone who completes
What people say about training with Simon
As somebody who’s been in the customer function for 20 years now, I have great appreciation for how Simon broke down the interactions with customers and the psychology of how customers interpret and react to the messages we deliver.
Highly recommend Simon, his extensive knowledge and experience makes for really engaging and fun training sessions. He has an absolute passion seeing people excel at phone and sales skills.
Thank you Simon for an exceptional training session. I would definitely recommend this great course as it was informative and enjoyable.
What’s covered: six modules
Trainer demonstrations, discussion and call simulations across two 3-hour sessions.
The Psychology of Customers
What customers want and need when they call to cancel, beyond what’s said on the surface.
- What’s really driving the decision
- How top retention agents frame the call
- Reducing friction
The Core Behaviours That Drive Retention
The behaviours recognised in the ACXPA Global Contact Centre CX Standards, and why they help customers decide to stay.
- Empathy and ownership
- Intent and clear communication
- Building trust consistently
How to Engage
Create a strong first impression with energy, ownership and personalisation.
- Energy and empathy
- Managing expectations
- Call simulations
Better Conversations to Reveal Root Causes
Three discovery techniques to confirm why the customer wants to cancel and where the value broke down.
- Converse, mirror and confirm
- Trainer demonstrations
- Simulations with your own scenarios
How to Acknowledge Concerns With Empathy
A structured method to acknowledge key concerns, so customers feel heard and understood.
- Acknowledging key concerns
- Showing you understand
- The moments that matter
How to Educate, Confirm & Close
Respond with targeted solutions and value checks, then confirm the save with clear next steps.
- Targeted solutions and value checks
- Checking comfort and understanding
- Clear next steps and a warm close
Training a whole team? Talk to us about a private course
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Getting sign-off?
Everything your manager needs, in one PDF
Download a two-page fact sheet for Retention Foundations: outcomes, modules, format, price and options, ready to forward or attach to an approval.
Course fact sheet (PDF)
Outcomes, modules, format, price and how to book, ready to forward or attach to an approval.
Download the fact sheetPrefer to talk it through?
Not sure which course or format suits your team? Get in touch and we’ll help you choose.
Talk to usWho it’s for
Who is Retention Foundations for?
Anyone who talks to customers who want to cancel, downgrade or leave, from dedicated save teams to service staff who get the occasional cancellation call.
Retention and save teams
Dedicated to keeping customers who want to leave.
Customer service representatives
Frontline staff who get cancellation or downgrade requests.
Subscription and membership teams
Streaming, gyms, clubs and other recurring services.
Fundraising and donor care teams
Supporting donors who want to reduce or cancel.
Utilities and telco staff
Energy, water, internet and mobile services.
Account managers and business owners
Protecting renewals, contracts and recurring revenue.
Looking for the full range of sales training? See all sales courses
Reviews
What participants say about our sales training
Verified reviews from people who’ve completed our sales, collections and retention training.
374 verified reviews across all CX Skills courses
Read every reviewSales, collections and retention training courses · 23 reviews
On Google · 39 reviews
Independently verified
Pricing
Pricing and payment options
Six hours of live training with Simon Blair and a certificate, for $485 per person ex GST. Book one ticket or your whole team, and pay by card or invoice at checkout.
Places are limited to keep the sessions interactive, so book early to secure your place.
- Save 15% when you book 3 or more tickets in one transaction
- ACXPA members pay $363.75 per person, a 25% saving (see below)
- Card or invoice: choose how to pay at checkout
- Certificate for everyone who completes
- Training a whole team? Private courses run live online or onsite for groups of 5 or more

Official ACXPA training partner
Want to save $121.25 on this course? ACXPA members pay $363.75, not $485, plus a year of self-paced courses, tools and live expert support
- 50+hours of live expert access a year
- 65+tools, templates and resources
- 18calculators
- 25%off CX Skills live public courses
ACXPA members save 25% on this course and every CX Skills live public course.
ACXPA membership is a practitioner-built toolkit for anyone who takes calls from customers who want to leave: self-paced sales and retention courses, lifetime value calculators, coaching tools and live expert access every fortnight, for a full year.
What you get as a member, all year round
- Self-paced courses on customer retention, selling and difficult customers, each with a workbook, quiz and certificate, plus one-minute refreshers for team huddles
- Customer lifetime value, churn and retention calculators that show what every saved customer is worth
- The ACXPA Global Contact Centre CX Standards: the phone behaviours ACXPA uses to assess customer service calls
- Coaching tools, including the Agent Performance Matrix, which plots each person on quality versus productivity
- Live expert access: monthly Roundtables and a fortnightly Open Mic with ACXPA’s founder
FAQs
Retention Foundations FAQs
Format, pricing, content and who the course suits.
Who should attend?
What’s covered?
When are the sessions?
What if I can’t make these dates?
Do we have to offer discounts?
Is it pushy?
How much does it cost?
How is it delivered?
Will the course definitely go ahead?
Do participants receive a certificate?
Is the course ACXPA certified?
Is there a lower-cost or self-paced option?
An ACXPA membership is another option: members save 25% on live public courses and get 12 months of tools, templates and live sessions.
Can I get something to share with my manager?
How do I book?
Talk to us
Questions about training your team?
Book a call to talk it through, or send us a message and we’ll get back to you.
Book a callDownload the fact sheet
Prefer the phone? Call +61 3 9008 7287 (Mon–Fri, 8:30–17:30 Melbourne time) or email hello@cxskills.com.au.
Ready to book your place?
Secure your tickets for 11 and 12 March, or talk to us about a private course for your team.





















