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Description

(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.
Who this course is for:
Anyone who has clients that they need to manage effectively
Anyone who wants tip, tricks and tools to help improve their client handling

What you'll 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

Requirements

  • You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
  • No previous design experience is needed.
  • No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures
Expand All Sections
1-Introduction
1
1.1-Introduction to this Account Management Course
2-The role of a client/account manager
6
2.1-What is the role of a client or account manager?
2.2-The key to great client management and customer service
2.3-Understanding your customers
2.4-Step by step guide to creating your customer personas
2.5-How to use your customer personas
2.6-Creating accountability with clients
3-Managing client expectations and delivery levels
6
3.1-How to stop over servicing
3.2-The difference between a 'standard' service and an 'extra'
3.3-How your customer evaluates your service levels
3.4-How to say no to a client
3.5-Dealing with project change and cost
3.6-Selling on value not time
4-Handling difficult situations
4
4.1-Empathy v sympathy
4.2-8 steps to dealing with difficult customers
4.3-14 Examples of handling difficult clients
4.4-Giving difficult feedback
5-Systems and tools to support client management
3
5.1-The importance of time recording and capacity planning
5.2-Tools to aid communications with clients
5.3-Getting referrals and testimonials
6-Planning
5
6.1-Seeing the bigger picture - operating in context
6.2-Running effective meetings with clients
6.3-Creating project plans
6.4-How to strengthen relationships with existing clients
6.5-Growing existing client accounts - Account Development Planning
7-Presenting yourself as a peer
4
7.1-The secrets to presenting with confidence
7.2-Improving understanding with clients
7.3-Being heard
7.4-Active Listening
8-Course Wrap up
1
8.1-Congratulations you are now equipped to effectively manage your clients!