Account Planning & Relationship Building
Are you really a partner with your client, a trusted advisor with a top tier relationship...
or are you just another price giver with the same story as all the rest?
I am running a course that will look at structuring a focused account plan with the client that will
help you improve your risk-adjusted return on capital,
maximize your share of wallet, and
become a top tier relationship
You will see that a plan is not a credit analysis or proposal.
An action plan is a dynamic, adaptable way forward that identifies the business, operational and financial risks in the client’s ecosystem and matches the right people on both sides with the most suitable solutions
You will cover how to
Conduct a detailed needs analysis.
Establish relationship milestones.
Map client profiles, behaviour and levels of authority.
Pre-empt and handle client objections.
Make sure you have the correct resources and limits in place to progress the client to YES.
The course costs US$699. It is divided into three sessions that will be held over the following dates.
Date Module Time Duration Location
5 July 2021 A1: 0900 - 1300 4 Hours Online Zoom
A2: 1330 – 1730
6 July 2021 B1: 0900 - 1300 4 Hours Online – Zoom
B2: 1330 - 1730
7 July 2021 C1: 0900 - 1300 4 Hours Online – Zoom
C2: 1330 - 1730
Email email@example.com for group rates