August 5, 2026New
We’ve added 123 sessions to the Triple Session Academy. The library now goes deeper across the conversations that shape the customer journey, from the first outreach and discovery call to negotiation, onboarding, support, and renewal.
Alongside deeper coverage of core sales skills, this release adds practical AI for sales workflows, expands customer success and support, and introduces a dedicated insurance collection. The result is a library that better reflects the skills, roles, and markets customer-facing teams work across every day.
Customer success and support (24 sessions)
Support and customer success teams get a broader path from onboarding and adoption through health measurement, renewals, expansion, service recovery, and support operations.Onboarding and adoption (3)
Design onboarding journeys that move customers from setup to confident product use.- Building a Scalable Client Onboarding Process from Template to Live Map
- Building a Successful Customer Onboarding Process
- Onboarding Best Practices: Lessons from 200+ App Flows
Customer value and health (3)
Measure customer sentiment, health, and retention risk with practical CX and recurring-revenue metrics.- Building a Customer Health Score That Actually Predicts Retention
- Choosing the Right CX Metric: NPS, CSAT, and Customer Effort Score
- Net Revenue Retention Explained: How to Calculate NRR and GRR for SaaS
Retention and renewals (2)
Build repeatable customer success routines and manage renewals from preparation through commitment.- Managing the Customer Renewal Process from Start to Finish
- The 5 Core Activities of a High-Impact SaaS Customer Success Manager
Expansion and advocacy (2)
Grow existing accounts through relevant, customer-centered account management and upselling.- 4 Tips to Master Upselling & Cross-Selling in Your Dispensary
- Account Management 101: Growing Existing Accounts Without Being Pushy
Support and service recovery (7)
Help support teams listen, de-escalate, find root causes, and resolve issues effectively.- 57 Phrases to De-escalate Any Angry Customer
- Active Listening for Call Center Agents: Reading Verbal and Nonverbal Cues
- De-Escalation Skills: A Three-Step Framework for Defusing Tense Interactions
- Empathy in Action: Call Center Scripts for Six Customer Scenarios
- First Call Resolution (FCR): Meaning, Measurement, and Improvement
- Root Cause Analysis (RCA): A Seven-Step Framework for Preventing Recurring Failures
- Six Core Skills for Exceptional Customer Service
Customer operations and AI (7)
Improve service infrastructure through ticketing, quality assurance, knowledge management, self-service, and AI-supported practice.- 4 Steps to Build a Customer Support Ticketing Process
- Call Center Quality Assurance: Methods, Frameworks, and Best Practices
- Customer Service Quality Metrics That Actually Matter
- Knowledge Centered Service (KCS): A Beginner’s Guide
- Knowledge Management: Processes, Culture, and Technology
- Self-Service Support at Scale: Salesforce’s Agentforce Journey
- Using Generative AI Role-Play to Build Customer Service Skills
Prospecting (12 sessions)
These sessions help teams build a consistent outbound motion across cold calling, email, LinkedIn, multichannel cadences, and personalized video.Connecting outbound (5)
Improve cold-call openers, delivery, meeting booking, and voicemail follow-up.- Cold Call Openers That Actually Work: The Door Opener Sequence
- Cold Calling for Beginners: How to Book Sales Meetings Step by Step
- Cold Calling Masterclass: Openers, Tonality, and Closing for B2B Sales
- The 17-Minute Cold Call Course for B2B Sales
- The Double-Tap Voicemail Strategy That Doubles Email Reply Rates
Email prospecting (1)
Protect deliverability by applying practical checks across domains, content, targeting, and sending behavior.Prospecting for leads (5)
Build repeatable lead-generation and multichannel outreach systems across LinkedIn, email, and phone.- Building a 15-Step, 15-Day Multichannel Sales Cadence
- Building a Multi-Touch Outbound Sales Cadence That Converts
- LinkedIn Lead Generation: A Modern Outreach Framework for Booking Meetings
- LinkedIn Sales Navigator: Lead Generation from Search to CRM
- World-Class Outbound Sales Techniques: Prospecting, Cold Email, and Cold Calling
Video prospecting (1)
Use short personalized videos to earn attention and book sales conversations.AI for sales (11 sessions)
Help your team put AI to work across meeting preparation, lead research, personalized outreach, sales presentations, and revenue analysis.Meeting preparation and workflow automation (1)
Connect Claude with calendars, Slack, n8n, and other tools to prepare for meetings and enrich leads automatically.AI prospecting and LinkedIn outreach (6)
Research accounts, generate leads, personalize LinkedIn messages, and build repeatable outbound workflows.- Automate Personalized LinkedIn Outreach with Claude Computer Use
- Automating B2B LinkedIn Outreach with Claude Computer Use and Apollo
- Build a Hyper-Personalised B2B Outreach System with Claude Code
- Build a LinkedIn Outreach Automation with Claude Cowork
- Building AI Workflows with Claude Cowork Skills
- Claude Code for Cold Email: Skills, List Building, and Autonomous Campaign Research
AI-powered presentations (2)
Create sales-ready visual assets and slides faster while keeping room for human judgment and refinement.- AI-Powered Design: Creating Canva Assets with Claude
- AI-Powered Slides: Using Claude in PowerPoint Effectively
Revenue analysis with AI (2)
Use Claude in Excel to build financial models, clean data, automate repetitive work, and surface insights for revenue decisions.Discovery (36 sessions)
The largest part of the release strengthens question-led selling, from active listening and qualification to urgency and mutually agreed next steps.Diagnostic strategy (6)
Listen for context, barriers, and underlying needs before moving toward a recommendation.- 7 Consultative Selling Strategies to Close the Deal
- Active Listening in Sales: A Paired Exercise for Building Genuine Engagement
- Active Listening Skills: Barriers, Techniques, Comprehension, and Empathy
- Active Listening Skills: Four Qualities for Complete Engagement
- Six Mindset Shifts to Transform Your Communication
- T.I.M.E.: A Framework for Active Listening
Discovery questioning (11)
Use probing, consequence, and agenda-setting questions to uncover meaningful business problems.- 5 Questions to Uncover a Buyer’s Real Pain
- Crafting High-Impact Discovery Questions That Make Prospects Sell Themselves
- Discovery Call Blueprint: A Repeatable 30-Minute Framework
- Discovery Questions That Uncover Real Business Problems
- Five Powerful Sales Questions That Guide Prospects Without Pressure
- How to Ask Good Probing Questions
- Precision Probing: Five Questions That Surface Hidden Prospect Pain
- Six Question Types That Guide Prospects to Persuade Themselves
- SPIN Selling: A Practical Guide to Question-Led Sales Conversations
- The ‘What Happened Last Time?’ Discovery Question: A MEDDIC Hack for Deeper Deal Insight
- The Perfect Discovery Call Agenda: Four Elements to Stay in Control
MEDDICC (4)
Apply MEDDIC and MEDDPICC as practical qualification systems for complex opportunities.- Closing B2B Enterprise Deals with MEDDPICC
- MEDDIC Sales Process: A Framework for Qualifying and Closing Deals
- MEDDICC Sales Methodology: A Practical Qualification Framework
- MEDDPICC Explained: A Complete Framework for Enterprise Sales Qualification
Creating urgency (8)
Connect business impact, cost of inaction, timing, and critical events without manufacturing pressure.- Building Sales Urgency with NEPQ Consequence Questions
- COI vs ROI: Using Cost of Inaction to Create Urgency
- Creating Urgency with Cost of Inaction (COI) Analysis
- Creating Urgency With Negative Impact Market Fit
- Driving Urgency with Impact and Critical Event in the SPICED Framework
- The Buyer’s Pocket: Building Urgency Through Cost of Inaction
- The Urgency-Creating Power Phrase: ‘Your Timing Is Really Good’
- Two Types of Sales Urgency: Personal and Circumstantial
Commitment and next steps (6)
Turn productive conversations into clear commitments, mutual plans, and forward movement.- Automating Client Workflows with Salesforce Action Plans
- Building an 8-Step Sales Plan for Small Business Growth
- Getting Prospects to Commit: Handling ‘We’ll Get Back to You’
- Mutual Action Plans: How to Build, Introduce, and Sustain Buyer Alignment
- Replace ‘Just Following Up’ with Pattern Interrupts That Reopen Deals
- The One-Call Close: A Six-Step Framework for High-Ticket Sales
Segment specialization (1)
Plan territories and prioritize accounts with a deliberate tiering and pipeline strategy.Presenting and closing (24 sessions)
Move from diagnosis to decision with sessions on value communication, business cases, stakeholder alignment, objections, negotiation, and closing.Presenting price and value (9)
Quantify outcomes, communicate ROI, and build business cases that stand up to executive review.- Building a Business Case for Digital Transformation: ROI and Benefits Realization
- Discovery Call Mastery: A Complete Framework for Uncovering Executive-Level Pain and Driving Urgency
- Discovery Call Mastery: A Structured Framework for B2B Account Executives
- Discovery Questions That Uncover Prospect Pain and Build Urgency
- Quantifying Customer Value: Two Questions to Justify Every Deal
- Return on Investment (ROI): Calculating and Applying the Core Financial Metric
- The Five-Step Business Case Framework for Closing Six- and Seven-Figure Deals
- The Value Pyramid: Aligning Your Solution to Customer Strategy
- What CFOs Actually Want in a Business Case: Insights from Three Billion-Dollar CFOs
Objection handling (9)
Respond to resistance, gatekeepers, price concerns, and delayed decisions while keeping the conversation constructive.- Deframing Sales Objections: Turning Resistance Into Commitment
- Getting Past the Gatekeeper: Cold Calling Scripts and Control Tactics
- Getting Through the Gatekeeper: Strategies for Reaching Decision-Makers by Phone
- Handle Sales Objections Before They Arise
- Handling ‘I Need to Think About It’: Uncovering the Real Objection
- Handling ‘I’m Not Interested’ on Cold Calls: Three Proven Techniques
- Handling the 10 Hardest Sales Objections: Live Role-Play Demonstrations
- Live Call Breakdown: Handling the ‘Talk to My Spouse’ Objection in Real Time
- Neutralising the Price Objection Without Discounting
Negotiating and stakeholder alignment (4)
Navigate group buying, technical founders, and multi-stakeholder decisions in enterprise sales.- Closing Enterprise SaaS Deals: Navigating Group Buying with Three Core Principles
- Enterprise Sales Fundamentals: Closing Your First Deals as a Technical Founder
- Multi-Threading Mastery: How to Engage Multiple Stakeholders and Increase Win Rates
- Stakeholder Analysis: Identify, Prioritize, and Understand Project Stakeholders
Winning the business (2)
Bring structured questioning and closing systems together when a qualified opportunity is ready to decide.- NEPQ Precision Probing: Four Questions That Help Prospects Close Themselves
- The Straight Line Sales System: Close Anyone Who’s Closable
Leadership and sales process (2 sessions)
Managers and enablement teams can use these sessions to coach live practice and clarify important steps in the sales process.Role-play coaching (1)
Use conversation-first role-play to improve listening and rep adaptability.Sales process (1)
Understand how different proof-of-concept models fit into the path toward a purchase decision.Psychology of sales (1 session)
A focused session on emotional intelligence reinforces the listening behaviors that support stronger sales and customer conversations.Emotional intelligence (1)
Practice active listening as a deliberate skill for understanding and responding to others.Insurance specialization (13 sessions)
The new insurance collection covers prospecting, compliance, referrals, retention, recruiting, Medicare, ACA, final expense, and partner-led growth.Insurance (13)
Apply sales and customer-management practices in the specific workflows and regulations insurance teams encounter.- CMS Compliance Decoded: Understanding SMID and the Health Plan Management System
- Final Expense Insurance Sales: Full Presentation Walkthrough
- Final Expense Telesales Script Breakdown with David Duford
- Generating Daily Referrals as an Insurance Agent: Chandra Barrett’s Relationship-First System
- Medicare Supplement Sales: Role-Play Walkthrough for Life and Health Agents
- Partnering with CPAs: A Framework for Wealth Managers and Insurance Agents
- Scope of Appointment: What Medicare Beneficiaries Need to Know
- Selling 40 ACA Policies Per Month: A System for New Health Insurance Agents
- Six Proven Customer Retention Strategies for Insurance Agents
- T-65 Medicare Telemarketing: Script, Rebuttals, and Appointment Setting
- Three Modern Strategies for Recruiting Insurance Agents
- Understanding Persistency in Insurance: How to Calculate and Track It
- What Is an FMO? Understanding Field Marketing Organizations for Insurance Agents

