Developing Client Action Plans Questas face to face classroom training icon Live virtual classroom

Get the skills and tools to deliver services that meet or exceed your client expectations, whilst nurturing existing and building new relationships. You can develop an understanding of your client that allows you, as the supplier, to help them achieve their objectives.

Course overview

This course is a practical implementation of developing Client Action Plans in ‘real business’ scenarios. You may review a number of clients in a similar sector, or take a deep dive into a single high-profile client or complex framework. Questas consultants will work with your team to apply proven methodology that will identify the ways you can help your client grow.

Who’s it for?

Client account managers and key individuals on the delivery team. Those responsible for and involved in winning work and delivering services to your firm’s most important clients.

Course format

Questas face to face classroom training icon Live virtual classroomThis course can be delivered as a half-day face-to-face session or as a 3 hr virtual classroom.

    • Option 1 Work on a number of clients within the same sector or market space.
    • Option 2 ‘Deep Dive’ sessions focusing on a small number of clients (sometimes just one).
    • Option 3 ‘Deep Dive’ sessions focusing on how to develop clients operating with a framework.

With all the above it is recommended that sessions are attended by all internal stakeholders involved in developing the client.


This course will shine a spotlight on your client, understand their motivations and interests, and support you setting the objectives, plan and actions to help your client grow. The aim is to gain loyalty, uncover cross-selling opportunities and develop a long, mutually beneficial relationship with your firm’s best customers.

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Content Outline

  • Planning and preparing for client meetings
  • Understanding the client
  • Exploring the client’s world – developing a differentiator
  • Planning, structuring and managing business development meetings
  • Practicing sales meetings and building relationships
  • Delivering a compelling proposition
Questas Quote Marks Circle

“We all very much enjoyed the session and I have already put it into use!”

Principal, Momentum Transport Planning

Interested in this course?

Email or click the button below to get in touch.

Questas is based in London, and travels internationally to deliver training.

If desired we can help you design and/or organise your own training courses tailored to your team.

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