Strategies for Managing Business Relationships
Learn how to manage – not just maintain – client relationships.
This dynamic, highly interactive course has you working in teams from the start to discover keys to successful client relationship management. We employ advanced facilitation techniques to keep you engaged while you learn powerful techniques that you can apply immediately . You’ll also receive your personalized DISC profile, a 20+ page report that shows you how to adjust your communication style to better communicate with your clients.
Who will benefit from this course?
- Client Relationship Managers
- Manage internal and external client relationships
- Improve communication
- Establish and maintain trust
What you will learn
The skill that often separates top professionals from average ones is their ability to effectively manage client relationships. In a client-focused organization, you must be adept at probing to identify the client’s real need, setting and managing expectations, adapting to communication styles, and gaining buy-in for solutions.
Learn How To:
- Probe and ask key questions to help clients discover their real needs
- Gain your client’s confidence and develop a trusted advisor relationship
- Read your client’s communication style
- Communicate effectively with clients about status, issues, and challenges
- Set and manage expectations
- Recover effectively from errors and mistakes
I need training for:
Find a class date & location.
Ready to take your facilitation training to the next level?
The Effective Facilitator (virtual or in person)
Our flagship course, The Effective Facilitator covers the 10 principles of facilitation, more than 100 techniques, and includes 6 exercises culminating a video-taped practice session.
Topics include how to:
- Motivate a group
- Build consensus
- Manage dysfunction
- Maintain group focus
- Generate ownership
- Inspire people to action
Following the 4-day course, select from one of our quarterly offerings of The Effective Facilitator: Virtual Link. This online, instructor-led course takes participants through each of the 10 principles covered in The Effective Facilitator with instruction on how to apply the skills virtually.
*PMI Registered Education Provider (R.E.P.) Activity: Up to 24 PDUs
Secrets to Facilitating Strategy (virtual or in person)
This course provides a detailed understanding of the building blocks that make up a strategic plan and framework for facilitating teams through the planning process. Begin by building a plan at your own pace through our online course, Springboard Online, designed to teach you our Drivers Model within just a few hours. Then, join the other participants for a three-day session focused on facilitation best practices and key techniques for strategic planning. Our approach provides practical step-by-step direction, including a road map for constructing a strategic plan for your organization and tips for judging the quality of each component of your plan.
Virtual Meetings Series: The Basics, Group Dynamics and Advanced Skills
Virtual collaboration and meetings have taken center stage. Many organizations are operating fully remotely for the first time in history, making virtual meeting skills a critical need. In order to help as many organizations adapt as quickly as possible, we have created a new 3 course series.
Whether you take just the basics (Virtual Meetings 101), or need the full program, these three half-day modules provide you tools you can use right away for running highly effective virtual meetings.
Advanced Facilitation Skills*
Already taken The Effective Facilitator? Ready to move to the next level? In the Advanced Facilitation Skills course, you’ll learn new facilitation techniques, receive expert feedback, and get more practice, practice, practice! Learn the DISC model, which will show you how to read and adapt to your participants’ communication styles. Other strategies taught include advanced questioning techniques, “facilitating on the fly,” and selling facilitation services. Learn best practices from top professionals in the field.
*Prerequisite: Completion of The Effective Facilitator
The Effective Facilitator: Virtual Link
This online, instructor-led course takes participants through each of the 10 principles covered in The Effective Facilitator with instruction on how to apply the skills virtually. The tools and techniques are adapted to the virtual environment, making remote meetings just as successful and productive as face-to-face.
Seven Separators of Facilitation Excellence
What is it that separates great facilitators from good ones? This workshop covers more than a dozen techniques that you can begin using immediately to improve your facilitation.
Topics include how to:
- Establish and maintain a high energy level
- Ask starting questions that draw a vivid image
- Have a full toolkit of follow-up question types
- Respect the “power of the pen”
- Carry the group through the process
- Prevent, detect and resolve dysfunction
- Isolate and address sponsor’s key needs