In-house training for one company

Client Relationship Continuity

Keep customer relationships with the company when the employee they deal with moves on.

Train your employees together on your company's work, in your approved tools and accounts. Dates, delivery, and support are agreed with your company.

What you leave with

Work your team can use again.

Customer handover notes and a clear plan for sharing service responsibility.

This describes the complete course. Team Focus and Team Practice cover the narrower parts selected in your plan. A course certificate is awarded only after the employee meets the full course requirements.

Private training for your team

Keep customer relationships with the company when the employee they deal with moves on.

Participants
Your company's employees, in a private group.
Delivery
Complete course: twelve live teaching hours, online in four three-hour sessions or in person over two days. Applied work and assessment requirements may continue afterward. Focused and applied virtual options cover narrower scopes.
Complete course price
$12,500 plus GST covers up to eight enrolled employees. Each additional employee is $2,500 plus GST. Virtual options start at $4,500 plus GST. Materials are included; company software and travel outside Calgary are separate.

Instructor qualifications and delivery arrangements are provided with your training plan. About Cornerstone.

How it runs

Learn it. Apply it.

  1. Two teaching daysLearn: twelve live hours

    The full curriculum is taught online in four three-hour sessions or in person over two days. Your employee learns alongside coworkers from your company, then completes the course application and assessment requirements.

  2. Application and practiceApply: on the job or in the office

    During guided practice and the agreed application period, your employee applies the learning at work, on the task your company chose, with their manager's support. A Cornerstone facilitator supervises online.

  3. Week 4Finish: certificate

    Your employee finishes the applied work and must meet the course assessment standard to receive a certificate.A Cornerstone certificate shows your employee met our course requirements. It is not a government accreditation or a professional licence.

Who it's for

Who the course is for.

Enrol the employee who looks after customers, or the one who should share that load.

Built for companies in:

  • Insurance and financial services offices
  • Commercial trades with repeat customers
  • Wholesale and distribution
  • Professional services

Your employee will need to be:

  • Comfortable with technology. Uses email, video calls, and shared online documents without help.
  • Reads and writes well. Reads carefully, understands what they read, and writes clearly in English.
  • Organized and trusted. Someone you already rely on, who can ask good questions and follow through.
  • Has the time. Twelve live teaching hours, online in sessions or in person over two days, plus applied work and assessment requirements.

Readiness call. Before we send the invoice, we hold a short readiness call with your employee. The course only pays off if your employee can do the work, so we check first. If it isn't the right fit yet, we'll tell you, and nothing is owed.

What your employee will learn

By the end, your employee will be able to:

  1. Find the customers who only ever deal with one employee.
  2. Write down what each key customer needs, expects, and how they like to be served.
  3. Introduce a second contact so the relationship is shared.
  4. Keep the service the same no matter who answers.
  5. Repeat it for more customers without outside help.

Course format

What happens in each class.

  1. Module 1. Which customers depend on one employee, and the risk that carries.
  2. Module 2. Writing down what each key customer needs and expects.
  3. Module 3. Sharing the relationship: introductions and handoffs.
  4. Module 4. Keeping the service the same, whoever answers.

Certificate. Issued to your employee after the full teaching program and the applied work finished to standard.A Cornerstone certificate shows your employee met our course requirements. It is not a government accreditation or a professional licence.

Your information

Your work stays in your own accounts.

You do not send company files to Cornerstone. Work remains in your company's accounts; your approved software providers process data under your own settings and agreements. Your employee works in your own in-house documents, software, and systems, on the work device your company already gives them, whether they're in the office or working remotely. The facilitator reviews the work on a live call, where your employee chooses what to show. Nothing is recorded or copied, and no files come to us. We only ask for the enrolment details the invoice and the grant need.

We teach your employee to use what your company already has in house. Everything they build stays in your company's accounts from the first day.

Before booking

Agree the work and the scope.

We confirm learning goals, participants, manager support, tools, training hours, applied work, assessment arrangements, support, and payment and cancellation terms in your written quote. Training is for your company and its employees.

Employees receive a Cornerstone course certificate after meeting the attendance, applied work, and assessment requirements.

A Cornerstone certificate shows your employee met our course requirements. It is not a government accreditation or a professional licence.

For your company

Discuss training for your employees.

Calculate your package price first. Then send your selected course, team size and preferred timing. We confirm scope, group arrangements, delivery dates, and any travel or software costs before booking.