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Become a Master of Client and Account Management

Grow your business by mastering client management and retention. Learn strategies to build lasting relationships and increase client value.

4.3(1,963)
7,288students
3h 15m
Certificate
Robert Da Costa
Robert Da CostaBusiness coach and trainer

Course Content

Become a Master of Client and Account Management is an all-levels Udemy course taught by Robert Da Costa. It runs 3h 15m, is taught in English, and includes a certificate of completion. Learners rate it 4.3 out of 5 from 1,963 reviews, with 7,288 students enrolled. It is a paid course, last updated April 2025.

Did you know that repeat customers generate 67% more revenue than new ones? If you're focused on ongoing client management and struggle with:

  • Overservicing clients
  • Managing project changes effectively
  • Selling on value instead of just time
  • Client retention and growth strategies
  • Navigating difficult conversations
  • Dealing with scope creep

Then this course is essential for you! Join over 6,000 students who are already transforming their client relationships.

This comprehensive course covers everything from the core account/client manager role to strategic client management planning, handling challenging clients, and mastering difficult conversations. Learn practical strategies to address scope creep and prevent overservicing.

Beyond my extensive experience, you'll gain access to valuable tools and templates designed to enhance your client management skills, leading to stronger, long-term relationships and increased revenues.

New for 2025: Discover how to leverage AI to revolutionize your client & account management processes.

By the end of this course, you will:

  • Understand AI applications to streamline client & account management.
  • Confidently manage clients in all situations.
  • Develop a deeper understanding of your customers for improved relationships.
  • Effectively manage changes to requirements without overservicing.
  • Learn to politely and firmly decline requests – confidently say "no" when necessary.
  • Recognize the importance of time recording, capacity management, and project management tools.
  • Present yourself with confidence to peers and clients.
  • Master Active Listening skills.

I created this course to share my 30+ years of experience – developed from client requests and my public courses – with a wider audience at an accessible price.

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