RETAIN / Client management

Existing clients pay your wages. Proactive client management ensures that you deliver services on time and on budget while meeting their expectations and nurturing a positive working relationship.

Key client management

Who’s it for?

Partners, Directors, Senior Fee Earners who manage a client account.

Content overview

  • Understanding the client and how they make buying decisions
  • Analysing what we need to do to retain and develop the client
  • Learning how to become the Trusted Advisor
  • Maximising what the client buys
  • Using the wider team to strengthen and broaden relationships
  • Putting together the client plan

Course format

One day on-site workshop for up to 12 people


Increased awareness of what needs to be done to achieve client retention and growth. Implementation of a practical plan of action.

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From our blog

The key to growth – key account management

Developing and implementing successful key account management programmes takes time and commitment. Gillian Sutherland provides advice on the steps you can take to ensure your investment pays off.

Read more

Questas Quote Marks CircleGary and his team have both inspired us and provided us with the tools to manage and expand our key client base.”

Dr Alan Barr, Managing Director, RPS, Northern Ireland

Questas Client Account Planning Download cover

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Account Management Training Designed for the Professional and Engineering Services

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