Become a Master of Client and Account Management

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Certificate

Paid

Language

Level

Intermediate

Last updated on March 27, 2025 2:16 am

Learn how to confidently manage clients, understand their needs, and build strong relationships. Say no to over servicing and handle project changes effectively. Gain valuable skills in time management and capacity planning. This course is essential for anyone looking to improve their client handling abilities.

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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

(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

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