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