Become a Master of Client and Account Management

Become a Master of Client and Account Management, available at $59.99, has an average rating of 4.28, with 30 lectures, based on 1378 reviews, and has 5567 subscribers.

You will learn about Confidently manage clients in all situations Better understand your customers to ensure a great relationship Stop over servicing Learn how to say no to a client Handle project change Give difficult feedback Learn about the best tools and techniques for time management and capacity planning Create project plans Present with confidence Ensure your can charge your clients when the ask for additional work This course is ideal for individuals who are Anyone who has clients that they need to manage effectively or Anyone who wants tip, tricks and tools to help improve their client handling It is particularly useful for Anyone who has clients that they need to manage effectively or Anyone who wants tip, tricks and tools to help improve their client handling.

Enroll now: Become a Master of Client and Account Management

Summary

Title: Become a Master of Client and Account Management

Price: $59.99

Average Rating: 4.28

Number of Lectures: 30

Number of Published Lectures: 30

Number of Curriculum Items: 30

Number of Published Curriculum Objects: 30

Original Price: £199.99

Quality Status: approved

Status: Live

What You Will Learn

Confidently manage clients in all situations
Better understand your customers to ensure a great relationship
Stop over servicing
Learn how to say no to a client
Handle project change
Give difficult feedback
Learn about the best tools and techniques for time management and capacity planning
Create project plans
Present with confidence
Ensure your can charge your clients when the ask for additional work

Who Should Attend

Anyone who has clients that they need to manage effectively
Anyone who wants tip, tricks and tools to help improve their client handling

Target Audiences

Anyone who has clients that they need to manage effectively
Anyone who wants tip, tricks and tools to help improve their client handling

(New content added and updated for 2022)

Did you know that repeat customers on average, spend 67% more than new customers?

If you need to manage clients on an ongoing basis and have a challenge around:

Over-servicing;
Coping with project change;
Selling on value rather than time;
Retaining and growing clients;
Having difficult conversations;

Then this course is a must for you! It now has over 3,500 students!

It covers everything you need to know from the role of the account/client manager to how to put plans together, manage challenging clients and have difficult conversations. What to do about ‘scope creep’ and how to stop overservicing.

As well as my insight and experience, you will also get access to tools and templates to help you effectively manage clients – resulting in longer-term relationships and growing revenues.

By the end of the course you will:

Confidently manage clients in all situations
Better understand your customers to ensure a great relationship
Manage changes to requirements without the need to over service
Learn how to politely but firmly push back on clients and say NO when necessary
Understand the importance of time recording, capacity management and project management tools
Present yourself in front of your peers and clients with confidence
Learn Active Listening skills

I developed this course because of demand from my clients and public courses I deliver. I wanted to be able to share my 30+ years of experience with a wider audience at a cost-effective price.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction to this Account Management Course

Chapter 2: The role of a client/account manager

Lecture 1: What is the role of a client or account manager?

Lecture 2: The key to great client management and customer service

Lecture 3: Understanding your customers

Lecture 4: Step by step guide to creating your customer personas

Lecture 5: How to use your customer personas

Lecture 6: Creating accountability with clients

Chapter 3: Managing client expectations and delivery levels

Lecture 1: How to stop over servicing

Lecture 2: The difference between a 'standard' service and an 'extra'

Lecture 3: How your customer evaluates your service levels

Lecture 4: How to say no to a client

Lecture 5: Dealing with project change and cost

Lecture 6: Selling on value not time

Chapter 4: Handling difficult situations

Lecture 1: Empathy v sympathy

Lecture 2: 8 steps to dealing with difficult customers

Lecture 3: 14 Examples of handling difficult clients

Lecture 4: Giving difficult feedback

Chapter 5: Systems and tools to support client management

Lecture 1: The importance of time recording and capacity planning

Lecture 2: Tools to aid communications with clients

Lecture 3: Getting referrals and testimonials

Chapter 6: Planning

Lecture 1: Seeing the bigger picture – operating in context

Lecture 2: Running effective meetings with clients

Lecture 3: Creating project plans

Lecture 4: How to strengthen relationships with existing clients

Lecture 5: Growing existing client accounts – Account Development Planning

Chapter 7: Presenting yourself as a peer

Lecture 1: The secrets to presenting with confidence

Lecture 2: Improving understanding with clients

Lecture 3: Being heard

Lecture 4: Active Listening

Chapter 8: Course Wrap up

Lecture 1: Congratulations you are now equipped to effectively manage your clients!

Instructors

Robert Da Costa
Business coach and trainer

Rating Distribution

1 stars: 16 votes
2 stars: 53 votes
3 stars: 250 votes
4 stars: 524 votes
5 stars: 535 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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