Account Management Training
Account Management Training for B2B Organisations
Tailored, practical training to strengthen your team's confidence and client management capabilities.
Account Managers will learn how to:
Enhance client retention and loyalty
Grow through strategic partnerships
Manage their time and portfolio for maximum impact
We are currently fully booked till the end of the year. We will be opening bookings for 2025 in September. Please register your interest by clicking the link below and you will be notified when registrations open.
Learning Objectives
Develop a deep understanding of Key Account Management principles for sustained client success.
Master strategies for exceptional service delivery and client engagement.
Implement practical techniques for key account management, account expansion and risk management.
Develop efficient portfolio management skills to best direct time and resources.
Create a proactive feedback system that drives continuous improvement and client satisfaction.
Key Takeaways for Account Managers
01
Annual Account Management Strategy
02
Segmented Portfolio Overview
03
Quarterly Action Plan
04
Targeted Monthly Goals
05
Strategy Development and Implementation System
Account Managers will
Learn the foundations of successful client management, defining their roles and responsibilities for business and personal success.
Clearly express their services' benefits, driving stakeholders' success and satisfaction.
Set new service standards to create positive experiences with all client interactions to drive customer success and loyalty.
Streamline their portfolio and allocate their time for impact, enhancing client value and contributing to business growth.
Identify key, growth and at-risk accounts and apply targeted strategies for client retention and account expansion.
Adopt a proactive approach to seeking and integrating client feedback to enhance service delivery and client relationships.
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Is the training delivered in person or online?The training can be conducted both in-person for a tailored experience specific to your organisation and online to accommodate participants from various locations.
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Do you offer training within organisations or group training sessions?We offer both options: bespoke training tailored for individual organisations and group training sessions that bring together account managers from different companies to share insights and learn together.
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Are there any pre-requisites for attending the training?There are no strict pre-requisites, but participants typically have some experience in account management or client-facing roles. The training is designed to cater to a wide range of experience levels, from new account managers to seasoned professionals.
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Who should attend this training?This training is ideal for account managers, sales professionals, and anyone responsible for managing client relationships.
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What is the duration of the course?The typical duration is two full days. Duration may vary based on the training format and specific client needs.
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How does this training address the current talent and skills shortages?Our program is designed to upskill participants quickly and effectively, focusing on practical skills and strategies that can be immediately applied to manage accounts more effectively, even in the context of talent and skills shortages.
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Will there be any certification or accreditation provided?Upon successful completion of the training, participants will receive a certificate of completion that acknowledges their participation and the skills they have acquired.
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Can the training be customised to our specific industry or company needs?Yes, our bespoke training option allows us to tailor the content and case studies to align with your industry, company, and specific challenges or goals.
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How is the training structured to ensure practical application?The training combines theoretical knowledge with practical exercises, real-life case studies, and interactive discussions to ensure that participants can apply what they learn to their roles effectively. We also create the participants' annual development plan and account management plan within the training. We ask them to come prepared with a list of their clients and an overview of their portfolio so they can apply what they have learned in the training.
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What post-training support is available?Post-training support, including follow-up sessions and development coaching, is available and will be tailored to specific needs after an initial discovery call. Please click the schedule a call button to arrange a time to discuss.
