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Commercial Partner Training

Channel Sales Partner (CSP) Training

Prepare customer conversations, focused demos, follow-up and a reliable handover. Free partner training.

30 lessons · English course

Illustration of a Capteer partner listening to a customer and preparing the next step.
About this course

Capteer CSP Training

A customer is interested in Capteer. What do you ask, what do you show, and what happens after the conversation? This free English course helps you prepare each step, from first contact to a reliable customer start.

Who this course is for

For Capteer commercial partners and people exploring that role. You will practise conversations with consultants, advisory practices, HR buyers and individual customers. The course is free; a working partnership with Capteer still needs its own agreement.

What you will practise

Ask questions to understand what a customer needs. Choose a relevant Capteer product or learning route. Prepare a short demo, write a clear follow-up and agree who will help the customer get started. You will also learn how to record leads and check reward statements and invoices.

Included in the free course

Thirty lessons in ten modules, a searchable knowledge base with 120 answers and fourteen working resources. Use the discovery questions, demo outline, follow-up examples and handover checklist in your own preparation. Cases and worked examples show how to apply them.

Learn at your own pace

The material is in clear English. Allow around four to six hours, depending on how much practical preparation you do. There is no exam, pass score or graded submission. You can return to a lesson, search the FAQ or open a working tool when you need it.

What completion gives you

You will be better prepared to guide a customer from a first question to a clear next step. Completing this course does not activate a CSP partnership, create a right to commission or qualify you to interpret assessments. Professional assessment work needs the relevant training. Mental Strength assessment use requires the Mental Strength training.

Prices, partner rewards and PI Studio

The commercial reference explains a dated product and pricing structure. Before sending a customer an offer, check the product price and what your partner agreement allows you to promise. For rewards, check your own accepted schedule. PI Studio material is marked In development; do not offer an unreleased feature as available software.

How to start

Choose Enroll in this course on the course page. Sign in with your Academy account, or create an account if you are new here. The training is free. You can also order it for EUR 0 through the Academy shop. Return with the same account to continue learning.

Explore the CSP Knowledge Base · View the Working Toolkit

Course Content

Module 1 — Your Role and the Customer Journey
Lesson 1 — Your Role as a CSP
Lesson 2 — Customer Routes and Responsibilities
Lesson 3 — A Reliable Customer Journey
Module 2 — Positioning Capteer
Lesson 4 — Explain Personality Intelligence Clearly
Lesson 5 — Connect People Insight with Business Goals
Lesson 6 — A Clear Introduction and Credible Evidence
Module 3 — Recognising the Right Customers
Lesson 7 — Consultants and Advisory Practices
Lesson 8 — Organisations and HR Buyers
Lesson 9 — Individual Participants and Route Selection
Module 4 — Products, Subscriptions and Learning
Lesson 10 — Know the Assessment Offer
Lesson 11 — Subscriptions, Seats and Commercial Terms
Lesson 12 — Learning, Books and PI Studio
Module 5 — Marketing and Current Materials
Lesson 13 — Build a Relevant Marketing Message
Lesson 14 — Create Materials with the Demo
Lesson 15 — Share Current and Approved Material
Module 6 — Discovery, Value and Offers
Lesson 16 — Discover the Real Customer Question
Lesson 17 — Discuss Value, Price and Concerns
Lesson 18 — Write an Offer and Agree the Next Step
Module 7 — Focused Product Demonstrations
Lesson 19 — Prepare a Focused Demo
Lesson 20 — Guide the Demo Conversation
Lesson 21 — Close, Follow Up and Handle Demo Problems
Module 8 — Leads and Opportunity Management
Lesson 22 — Register and Qualify a Lead
Lesson 23 — Lead Protection, Release and Own Purchases
Lesson 24 — Follow Up, Manage Your Pipeline and Coordinate
Module 9 — Onboarding and Customer Development
Lesson 25 — Purchase, Account and Access
Lesson 26 — Handover and First Use
Lesson 27 — Review Success and Develop the Relationship
Module 10 — Rewards, Administration and Continuing Support
Lesson 28 — Understand Your Partner Rewards
Lesson 29 — Statements, Stripe and the Invoice Route
Lesson 30 — Resolve Questions and Stay Current
Final Quiz
CSP final knowledge check