Client Success Bootcamp - Better Digital Marketing by Marketer Knows

Welcome to the Basics of Account Management. In this course you’ll learn:

How to manage a client account.
Account and program processes including
- Master Agendas: What are they and how do we format them.
- Bi-Weekly Updates
- Team Co-oordination
- Communication Best Practices with Clients and with our Team
- Personal Interactions
- The importance of ☕Coffee Chats
- How to upsell and how to downsell (without selling) clients to ensure long lasting relationships

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Course Content

Introducing Client Success and Account Management

What is Client Success and Account Management?

Prepping Your Day and Time Blocking

Client Onboarding

Preparing for a Bi-Weekly Meeting – The “MA Prep” Huddle

The Bi-Weekly Update and Master Agenda

Running a Bi-Weekly Update Meeting

Nurturing Long-Term Client Relationships

Understanding Client Expectations

Setting and Achieving Account Management Goals

Building a Strong Client Relationship

Effective Communication Strategies

Managing Different Personality Types

Time Management and Project Scheduling

Implementing Standard Operating Procedures

Handling Client Feedback and Complaints

Upselling and Cross-Selling Techniques

Effective Cross-Team Collaboration

Leveraging Data and Analytics for Account Growth

Identifying Growth Opportunities within Accounts

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About Instructor

Community Manager

Marketer Knows is a community for digital marketers of all skill levels and experience.

11 Courses

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