Renewals and upsells are critical touchpoints that can strengthen or strain relationships.

  • Business Compliance
  • 40 languages
  • 10m

Learning outcomes

  • Understand the importance of regular check-ins and reviews

  • Know how to upsell

  • Know how to handle renewals with care

  • Be able to constructively handle objections

  • Be able to measure success in a way that goes beyond revenue

Covered in this course

Course contents

This training course is broken down into 3 sections

  1. 1
    Understanding customer needs and goals
  2. 2
    Strategies for successful renewals
  3. 3
    Upselling and cross-selling techniques

About this course

This course is designed to help employees handle renewals and growth conversations in a way that feels supportive, thoughtful and customer-focused. Learners explore how regular check-ins, goal alignment and trust-building create the foundation for successful renewals and well-timed upsells. Give your teams the practical tools they can apply straight away to strengthen relationships, increase retention and support sustainable growth.

Available in 43 languages

All inclusive

Machine translated* content is included for free with all our popular courses

It covers LMS navigation, course transcripts and test questions. If you don’t see a course listed in the language you require, just let us know.

*Content which is not English may be machine translated and is for assistive purposes only. We cannot guarantee the accuracy of translations.

Our most popular languages

Italian
German
Romanian
French
Polish
Lithuanian

Renewals and Upselling certificate

Download and print

Each of our courses ends with a multiple-choice test to measure your knowledge of the material.

This Renewals and Upselling course concludes with a 5 question multiple choice test with a printable certificate. In addition, brief in-course questionnaires guide the user through the sections of the training and are designed to reinforce learning and ensure maximum user engagement throughout.

As well as printable user certificates, training progress and results are all stored centrally in your LMS (Learning Management System) and can be accessed any time to reprint certificates, check and set pass marks and act as proof of a commitment to ongoing legal compliance.

What does my certificate include?

Your Renewals and Upselling Certificate includes your name, company name (if applicable), name of course taken, pass percentage, date of completion, expiry date and stamps of approval or accreditations by recognised authorities.

Please note if you are using our course content via SCORM in a third party LMS then we are unable to provide certificates and you will need to generate these in your host LMS yourself.

Why is this training important?

Renewals and upselling are critical moments in the customer journey, but they’re often where relationships can feel strained if handled poorly. When these conversations are rushed, overly sales-driven or poorly timed, customers may feel pressured rather than supported, increasing the risk of churn and missed opportunities.

This training helps employees reframe renewals and upselling as part of ongoing customer success, not one-off transactions. Learners develop the confidence to hold regular, value-led conversations that focus on customer goals, progress and outcomes. By understanding how to align offerings with changing needs, teams can introduce renewals and upsells naturally and at the right moment.

The course also equips employees to handle objections calmly and constructively, making sure that concerns are addressed without damaging trust. By learning how to measure success beyond revenue alone, organisations can build longer-lasting relationships, improve retention, and create growth that feels beneficial on both sides. The result is a more consistent, professional customer experience where renewals and upselling feel like a logical next step, not a hard sell.

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