Introduction
  • Introduction
The role of a client/account manager
  • What is the role of a client or account manager?
  • The key to great client management and customer service
  • Understanding your customers
  • Step by step guide to creating your customer personas
  • How to use your customer personas
  • Creating accountability with clients
Managing client expectations and delivery levels
  • How to stop over servicing
  • The difference between a 'standard' service and an 'extra'
  • How your customer evaluates your service levels
  • How to say no to a client
  • Dealing with project change and cost
  • Selling on value not time
Handling difficult situations
  • Empathy v sympathy
  • 8 steps to dealing with difficult customers
  • Giving difficult feedback
Systems and tools to support client management
  • The importance of time recording and capacity planning
  • Tools to aid communications with clients
  • Getting referrals and testimonials
Planning
  • Seeing the bigger picture - operating in context
  • Running effective meetings with clients
  • Creating project plans
  • Growing existing client accounts - Account Development Planning
Presenting yourself as a peer
  • The secrets to presenting with confidence
  • Improving understanding with clients
  • Being heard
  • Active Listening
Course Wrap up
  • Congratulations you are now equipped to effectively manage your clients!