📍 Event Details:

Course Title: AccountEdge™: Comprehensive Account Management Training
Location: Nearby venue (final address shared via email)
Format: In-Person (Virtual option available upon request)
Certificate: Learnerring Certificate of Completion
PDUs: 8 Professional Development Units
Language: English
Contact: info@learnerring.com

🧠 About the Workshop

Account managers sit at the intersection of service, strategy, and sales. The ability to manage relationships, anticipate client needs, and deliver consistent value is essential for long-term success.

AccountEdge™ is a practical 1-day training designed for professionals who want to master the art of account management—from onboarding and retention to upselling and strategic growth. Learn how to become the trusted partner your clients rely on and develop systems to manage multiple accounts with confidence and care.

🎯 What You Will Learn

Understand the full lifecycle of strategic account management
Build long-term relationships that lead to retention and referrals
Identify upsell and cross-sell opportunities naturally
Create account plans that align with client goals
Handle difficult conversations and turn issues into loyalty
Use CRM tools and data to stay proactive, not reactive

📘 Course Modules

🔹 Module 1: The Role of a Strategic Account Manager

Beyond customer service: being a client partner
Building credibility and trust over time

🔹 Module 2: Client Onboarding & Retention Foundations

First impressions and high-value onboarding frameworks
Engagement rhythms that keep clients connected

🔹 Module 3: Communication Skills That Build Loyalty

Listening to understand, not just respond
Communicating value across multiple stakeholders

🔹 Module 4: Creating an Account Plan

Building a structured client roadmap
Aligning client goals with your solutions

🔹 Module 5: Growing the Account Strategically

Spotting opportunities for upselling and cross-selling
Managing revenue growth without pressuring the relationship

🔹 Module 6: Conflict, Feedback & Recovery

Turning challenges into wins
How to respond to dissatisfaction and retain trust

👤 Who Should Attend?

Account managers, client success professionals, and business development reps
Project managers and customer relationship leads
Sales professionals moving into account ownership
Anyone responsible for maintaining long-term client partnerships

✅ Why Attend AccountEdge™?

Learn real-world strategies from B2B and B2C account experts
Work through client case studies and planning templates
Gain skills to increase retention, satisfaction, and revenue
Certificate of Completion by Learnerring for your portfolio
Perfect for those working in SaaS, agencies, consulting, or services

🏢 Corporate Sessions Available

Looking to build a high-performing client success team?
We deliver AccountEdge™ as a private workshop for companies and teams.
📩 Contact us: corporate@learnerring.com

💳 Registration Includes:

Full-day live training session
Account planning templates and CRM tools
Certificate of Completion
Refreshments for in-person sessions

Account Management 1-Day Workshop by Learnerring |Pasadena, TX