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March 2027 Retention Foundations
The Retention Foundations (March 2027 class) runs live online via Zoom on Thursday 11 and Friday 12 March 2027, 1:00pm – 4:00pm AEDT (Melbourne and Sydney time).
$ 485.00 AUD ex GST
Unlimited

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.

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

  • Australia Post logo
  • City of Casey logo
  • Federal Circuit Court of Australia logo
  • I-MED Radiology logo
  • MECCA logo
  • Taronga Zoo logo
  • Viking Cruises logo
  • Ultra Tune logo

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
Smiling retention specialist with a headset on a call

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.
Albert RansfordCustomer Service Team Lead, Australian Centre for Advanced Computing and Communication
★★★★★
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.
Chris PetricAsset Finance Broker, Sanomi Finance
★★★★★
Thank you Simon for an exceptional training session. I would definitely recommend this great course as it was informative and enjoyable.
Neena DixitCustomer Service Agent, PetSure

What’s covered: six modules

Trainer demonstrations, discussion and call simulations across two 3-hour sessions.

Session 1: Retention foundations
Module 1

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
Module 2

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
Module 3

How to Engage

Create a strong first impression with energy, ownership and personalisation.

  • Energy and empathy
  • Managing expectations
  • Call simulations
Session 2: Rebuilding value and closing
Module 4

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
Module 5

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
Module 6

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

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 sheet

Prefer to talk it through?

Not sure which course or format suits your team? Get in touch and we’ll help you choose.

Talk to us

Who 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.

4.9

374 verified reviews across all CX Skills courses

Read every review
4.9

Sales, collections and retention training courses · 23 reviews

5.0

On Google · 39 reviews
Independently verified

View all testimonials

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.

Still have questions? Get in touch
Who should attend?
Anyone who talks to customers who want to cancel: retention and save teams, customer service representatives, subscription and membership teams, fundraising and donor care teams, utilities and telco staff, account managers and business owners.
What’s covered?
Six modules across two sessions. Session 1: the psychology of customers, the core behaviours that drive retention, and how to engage. Session 2: better conversations to reveal root causes, acknowledging concerns with empathy, and how to educate, confirm and close.
When are the sessions?
Thursday 11 and Friday 12 March 2027, from 1:00pm to 4:00pm AEDT (Melbourne and Sydney time) on both days. You’ll receive your Zoom link before the course starts.
What if I can’t make these dates?
See the other upcoming dates, or talk to us about a private course for your team on dates that suit you.
Do we have to offer discounts?
No. The course focuses on rebuilding value through better conversations, so you rely less on discounts or incentives you can’t control.
Is it pushy?
No. It’s customer-first: no scripts and no pressure, just professional conversations that help customers choose to stay for the right reasons.
How much does it cost?
Public courses are $485 per person (ex GST). Save 15% when you book three or more tickets in the same transaction, and ACXPA members save 25%. Private training is priced for your team.
How is it delivered?
Public courses run live online via Zoom over two 3-hour sessions. Private courses can be live online or onsite at your workplace anywhere in Australia, New Zealand or the Asia Pacific (travel costs apply).
Will the course definitely go ahead?
Public courses need a minimum number of participants to run, so we reserve the right to reschedule or cancel a date if too few people book. It rarely happens, and if it does we’ll let you know as early as possible and you can move to another date or get a full refund.
Do participants receive a certificate?
Yes. Everyone who completes the course receives a digital certificate of completion.
Is the course ACXPA certified?
Yes. Retention Foundations is ACXPA certified and built on the standards ACXPA uses to assess customer service.
Is there a lower-cost or self-paced option?
Yes. Our self-paced library is a much cheaper way to build sales and service skills at your own pace, from $9.15 per person a month, with short courses and 1-minute videos you can fit around your work.

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?
Yes. Download the fact sheet (PDF) for the outcomes, modules, format and price in one short document. Public courses can also be paid by invoice at checkout.
How do I book?
Choose how many tickets you need in the ticket box at the top of this page, then check out by card or invoice. To train a whole team privately, talk to us or call +61 3 9008 7287.

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.

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Ready to book your place?

Secure your tickets for 11 and 12 March, or talk to us about a private course for your team.