Become a Master of Client and Account Management

Become a Master of Client and Account Management udemy course

Learn how to effectively manage, retain and grow clients

(New content on using AI to support your account management now added)

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 6,000 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.

New for 2025 is a section on using AI to support your client & account management.

By the end of the course you will:

• Understand how to use AI to support your client & account management.

• 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.