Course
Client Relationship Continuity
Your customers stay with the company when the employee they deal with moves on.
Open for early enrolment. First class Wednesday, May 12, 2027. Registration closes Wednesday, April 28, 2027.
Overview
When one employee holds every customer relationship, your company is one resignation away from losing its best accounts. This course teaches your employee how to make customer relationships belong to the company, not to one phone.
- Dates
- Wednesdays, May 12, May 19, May 26 and June 2, 2027. 9:00 a.m. to 12:00 p.m. Mountain.
Registration deadline: Wednesday, April 28, 2027 - Delivery
- Live online, anywhere in Alberta, with supervised work on the job. On-site visits available on request, quoted separately.
- Commitment
- Four live 3-hour classes (12 hours), one a week, plus supervised work on the job between classes.
- Investment
- $9,500 per seat, plus GST. Invoiced after a short readiness call, paid in full by the registration deadline.
- Funding
- Eligible Alberta employers may get up to half back. See how.
How it runs
Learn it. Apply it.
- Weeks 1 to 4Learn: four Wednesday mornings
One live online class a week, 9:00 a.m. to noon Mountain, for four weeks. Your employee learns alongside employees from other Alberta companies.
- Between classesApply: on the job or in the office
After each class, your employee applies that step at work, on the task your company chose, with their manager's support. A Cornerstone facilitator supervises online.
- Week 4Finish: certificate
Your employee finishes the applied work on the job and is certified.
Who it's for
Who to enrol.
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. Four 3-hour classes, plus a few hours a week on the job between classes.
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:
- Find the customers who only ever deal with one employee.
- Write down what each key customer needs, expects, and how they like to be served.
- Introduce a second contact so the relationship is shared.
- Keep the service the same no matter who answers.
- Repeat it for more customers without outside help.
Course format
What happens in each class.
- Class 1. Which customers depend on one employee, and the risk that carries.
- Class 2. Writing down what each key customer needs and expects.
- Class 3. Sharing the relationship: introductions and handoffs.
- Class 4. Keeping the service the same, whoever answers.
Certificate. Issued to your employee after all four classes and the applied work finished to standard.
Course features
What's included in every seat.
Live classes
Four live, instructor-led Wednesday mornings, one a week.
Supervised online
The applied work happens on the job, with a facilitator checking it online.
Something that works
Your employee finishes with a real result at work, not a binder.
Alumni rate
Employees certified in any Cornerstone course pay half price for the next one.
Your information
Nothing leaves your business.
No client data or company files leave your company. 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.
Information session
Still deciding? Get a short walkthrough.
A short information session for employers and managers: what the course covers, how it runs, and how the grant works. Leave your email and we'll send you the session, either a recording you can watch any time or an invitation to the next live one.
Register now
Save a seat.
Registration closes Wednesday, April 28, 2027. Eligible employers apply for the grant before the class starts.
Support
Questions employers ask.
Does this qualify for the Canada-Alberta Productivity Grant?
Eligible Alberta employers can apply before the class starts and are reimbursed after the employee finishes. Funding is decided by the Government of Alberta. We can't guarantee approval, and we never cover or refund the employer's share. How funding works.
Who should we enrol?
An employee who is comfortable with technology, reads and writes well, and has time for the classes and the work in between. We confirm readiness with a short call before we send the invoice. The grant is for training employees, so owners and their immediate family members can't be enrolled under it.
What if our employee misses a class?
Classes are live and attendance is required for the certificate. Tell us before the class and we'll work out a make-up with you.
How do we pay?
Register online. After a short readiness call, we email your invoice, issued by Cornerstone Future Solutions Inc. Pay it in full by the registration deadline. Instalments are fine, as long as the full amount arrives by the deadline. Your seat is confirmed when payment arrives, and then we send the class details and the link to the online classroom.
Do we have to send you our company information?
No. Everything stays in your company's own tools. See Your information.
Do you come to our location?
Public classes run fully online, including the supervision. If you'd like a facilitator on site, you can request an on-site visit as an add-on. It's quoted separately.
Is there a rate for coming back?
Yes. A certified employee pays half price for any other Cornerstone course.
What is your cancellation policy?
Cancel 31 days or more before the class starts and we refund the fee minus a $100 administration fee. Cancel 15 to 30 days before and we keep 25% of the fee, up to $500, and refund the rest. Cancel 14 days or less before the start and the fee is not refundable. You can send a different employee in their place at no charge any time before the class starts. If we cancel a class, you get a full refund.
Talk to us. Call or text +1 (587) 316-9353, email inbox@cornerstonefuture.com, or ask for a call back.