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Client Management Strategies for Retention & Growth

Curriculum

  • 5 Sections
  • 15 Lessons
  • 5 Days
Expand all sectionsCollapse all sections
  • Module 1: Foundations of Strategic Client Management.
    3
    • 1.1
      The cost of churn vs. value of retention.
    • 1.2
      Defining client success across touchpoints.
    • 1.3
      Account segmentation and prioritisation techniques.
  • Module 2: Deepening Client Relationships.
    3
    • 2.1
      Building trust and rapport with senior stakeholders.
    • 2.2
      Leading strategic conversations and business reviews.
    • 2.3
      Managing expectations and delivering value over time.
  • Module 3: Retention, Renewal & Recovery Tactics.
    3
    • 3.1
      Early warning signals for dissatisfaction or defection.
    • 3.2
      Retention strategies and loyalty-building interventions.
    • 3.3
      Handling renewals, service recovery, and re-engagement.
  • Module 4: Growth Within Existing Accounts.
    3
    • 4.1
      Cross-sell and upsell planning frameworks.
    • 4.2
      Identifying unmet needs and co-creation opportunities.
    • 4.3
      Tracking client profitability and contribution margins.
  • Module 5: Data, Technology & Team Enablement.
    3
    • 5.1
      Using CRM systems and analytics to monitor client health.
    • 5.2
      Aligning marketing, service, and sales around client value.
    • 5.3
      Internal collaboration for seamless account delivery.
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Aligning marketing, service, and sales around client value.
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