ADVANCED ACCOUNT
MANAGEMENT SKILLS

a two-day workshop

This workshop helps the account representative plan client contacts, build client relationships, use adult learning techniques to inform the client, key client meeting skills and client maintenance tips.

WHAT YOU'LL LEARN:
 

At the end of the training, you will be able to:

  1. Develop and nurture client relationships.
  2. Practice using ice-breakers and other rapport building techniques.
  3. Use appropriate planning steps prior to client meetings and ride-alongs.
  4. Use adult learning techniques in one-on-one teaching situations.
  5. Maintain a relationship by identifying client issues and addressing client problems appropriately.
  6. Give client feedback and identify appropriate client maintenance and follow-up techniques.
  7. Correct a channel partner’s mistakes appropriately.

WORKSHOP CONTENT
 

Unit 1: Plan Client Contacts

Unit 2: How to Build a Relationship

Unit 3: Adult Learning Techniques

Unit 4: Use Client Meeting Skills

Unit 5: Client Maintenance

Unit 6: Participant Practice (afternoon of day two)

CEUs:

This workshop qualifies for 1.2 of continuing education units.

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no-risk, no-obligation proposal button Content from this workshop can be combined with content from other workshops by The Training Clinic, for no additional cost to you, to create a "custom" workshop or certificate program to meet your specific needs.

For a no-risk, no-obligation proposal, click on a button to the left or right. Maria Chilcote, a Managing Partner, will be in contact with you shortly.
no-risk, no-obligation proposal button

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