Courses

Client relationships are the foundation of your consulting business. Learn tips for communicating effectively, developing rapport, and building long-lasting business connections.

Learn how to create a more productive relationship with your client, earn more buy-in, and ultimately strengthen the knowledge base within your design process.

Relationship, Relationship Building, Relationship Coaching, Active Listening, Empathy, Personal Development, Business What you'll learn: They will understand the importance of elements such as trust, respect, empathy and effective communication in relationships.They will develop skills such as active listening, clear speaking and using body language.Methods for building and maintaining trust: They will learn how to build trust and how to repair it when it is damaged.Strengthening relationships with empathy and honesty: They will experience building solid relationships based on mutual understanding and honesty. This course is specially designed for individuals who know how important it is to establish solid and lasting relationships in today's rapidly changing business and social world. The secret to success in both professional and personal relationships lies in trust, empathy and effective communication skills. This course aims to develop these skills. Why This Course?Trust is the cornerstone of human relationships. Establishing trust-based relationships in the workplace, in your social circle or in your private life is the key to success and happiness. This course will help you understand how trust is built and maintained, while teaching you ways to be effective in communication and how to deal with difficult situations. Course Main Topics:1. Effective Communication Techniques:• Communication in relationships is not just about words. In this section, you will discover the power of active listening, clear and open speech, body language and non-verbal communication. You will learn how to make communication more effective, which techniques to use in which situations and how to prevent misunderstandings. • Examples:• Active listening practice to better understand the person you are talking to.• Give clear feedback in the workplace. 2. Building and Sustaining Trust:• Building trust takes time and patience, but once earned, it creates a solid foundation for relationships. In this module, you will learn how to build trust, what behaviors build trust, and how to maintain trust. You will also learn how to repair trust when it is broken. • Examples:• Step-by-step guidance for repairing trust when it is broken at work or in your social circle.• The benefits of a strong trusting relationship and how to maintain it. 3. Empathy and Emotional Intelligence:• Strengthening relationships requires not only communication skills, but also emotional intelligence and empathy. In this section, you will learn to better understand other people’s emotions and to be empathetic. Empathy forms the basis for mutual understanding and respect, and helps you build strong relationships. • Examples:• Learning how to empathize and support a friend when you notice they are going through a difficult time.• Empathically assessing a colleague’s performance issues and providing constructive feedback. 4. Relationship Management and Dealing with Challenging Situations:• Every relationship goes through challenging times from time to time. In this module, you will learn how to deal with conflicts and problems that arise in relationships, and how to act calmly and constructively in times of crisis. You will develop a constructive approach and correct problem-solving skills to maintain balance in relationships.• Examples:• Ways to resolve a disagreement you have with a colleague.• Strategies for constructively addressing tensions within the family. Applications to be Done Throughout the Course:This course combines theory with practice, allowing you to work on real-life scenarios. At the end of each lesson, to reinforce what you have learned: • Role-playing exercises: One-on-one applications on communication, trust and empathy.• Group exercises: Creating solutions as a team on different scenarios.• Personal assignments: Analyze your own relationships and determine ways to improve them. What the Course Will Offer:At the end of this course, you will gain the following competencies:1. Effective communication skills: Being able to communicate more openly, clearly and constructively in both business and personal relationships.2. The ability to build and maintain trust: Being able to build your relationships on a solid foundation of trust.3. Developing empathy and emotional intelligence: The ability to understand the feelings of others, empathize and manage relationships in difficult situations.4. Problem solving in difficult relationships: The ability to stay calm in times of conflict, protect relationships and solve problems. Who Should Attend?• Professionals who want to strengthen team management and cooperation in the workplace.• Individuals who want to build their personal relationships on more solid foundations.• Those who want to develop effective relationship management skills in leadership and management roles.• Anyone who wants to develop their social skills and establish empathetic and trusting relationships. This course aims to develop not only your relationships, but also your self-confidence and social intelligence. Mastering communication will directly affect your success in your business and social life. If you want to improve yourself in this area and build stronger relationships, this course is for you!

Learn how to book clients, navigate those relationships, and have them come back to work with you again by creating positive and professional client relationships. There are a lot of things Ryan Kao wishes he had known before starting his career as a freelance video editor and cinematographer. From learning editing essentials to finding his distinctive visual style to properly managing client projects and marketing himself on social media, developing skills like these have helped Ryan go on to secure opportunities with brands like Nike, Adidas, and IKEA as well as cultivate a community of almost 250K across YouTube and Instagram. Now, Ryan wants to share everything he’s learned about building strong and professional client relationships. In this class, you’ll discover how Ryan has found new clients, gotten hired, managed client expectations and feedback, and gotten repeat clients as a full-time freelance video editor. With Ryan by your side, you’ll: - Learn how to find clients through networking and word of mouth - Communicate with clients with confidence throughout the project - Interpret client feedback and address any notes - Get repeat clients by being transparent, flexible, and timely Plus, Ryan will share a behind the scene’s look at notes and feedback he addressed on a project with Adidas. Whether you are just starting as a video editor or are a more seasoned editor looking to take your client communications to the next level, you’ll leave this class with everything Ryan wishes he knew about client communication and confidently handling a project from start to finish. Basic video editing knowledge and experience will be helpful when taking the class. Consider bringing paper and a pen to take notes as you watch. Instructor bio: Ryan Kao is a cinematographer and video editor based in Los Angeles. What started as a simple childhood hobby over 15 years ago has grown into a thriving and transformative career as a full-time freelancer in the video industry. With cinematography and post-production work ranging from commercial, documentary, and narrative pieces. He is proud to say that his work has taken him all over the world. Making and learning from mistakes along the way has allowed him to discover some unique perspectives and strategies over the years. He's also been so honored to share his knowledge and experiences on YouTube with an audience of over 200,000 subscribers. This creative community has fueled his career beyond anything he could ever imagine possible, and he's beyond excited to share even more with you, here on Skillshare! Clients include Nike, Adidas, Alo, Trip Advisor, Hennesey, and more.

Explore strategies for building successful client relationships in the digital services industry through this 39-minute conference talk from DrupalCon Lille 2023. Gain insights from 25 years of industry experience on managing Agile projects, delivering within constraints, avoiding overpromising, communicating difficult news, and negotiating non-Agile contracts. Learn how to balance client partnerships with core Agile values, emphasizing understanding, openness, passion, and creativity as essential ingredients for successful software development. Benefit from lessons learned by business owners, sales professionals, and client-facing experts in navigating the challenges of providing bespoke software to diverse clients.

How to acquire and manage successful Corporate Client Relationships in Corporate Banking What you'll learn: Know how to acquire and sustain profitable Client Relationships, and how to offer the right products with correct pricingLearn how credit transactions get approved by addressing all relevant risks and properly defending the proposed structureUnderstand why knowing the Client's business ('Know Your Client' process) is so crucial to assess risks and prevent lossesKnow what are the Compliance aspects around Client Relationships and the potential damage of not complying or monitor themIdentify when a Credit Agreement is sufficiently solid and strong and how to negotiate it with the ClientKnow how to prepare for Client meetings, and lead negotiations on pricing, credit structures and conflict situations This course will bring you to the world of large Corporates and the Corporate Bankers/Relationship Managers that deal with them. Relationship Managersare in the driving seat of Corporate Client Relationships: theyset the pace of what happensbetween theCorporate Client and the Bank,andBanks dependon theircapabilities, strategyand performance to achieve results. This coursegives you anextensiveoverview of what is the day to day job of a Relationship Manager in Corporate Banking.Managing Corporate ClientRelationships requires specificknowledge, high professional standards,several skills,and involves many responsibilities. Thecourse will describe which they are and what it takes to master them all.Corporate Client Relationships areoften based on large financing deals. Therefore, the course leads you through the process of properly pricing financing offers to the Client, and then through your role in thepreparation of credit applications, andhow to bestprepare toconvinceapproval bodies that thelending relationship you proposeis one that the bank should pursue.The course will teachyou about crucial topics inLegal and Compliance that a Relationship Manager must dominate, and about your involvement in negotiating aCredit Agreement - one that the Client accepts but alsoprotects the Bank from allthe risks it is exposed to.You will learn about leading client meetings,negotiation skills, and corporatebanking products. Andwhy not onlyacquire but alsomaintain aCorporate Client Relationship that issustainable and profitable is key for the bank. You will also learn aboutthe rules forsocializing with clients and how important they are.All this will be given to you from the perspective of an insider, as if you would be already in the Clients'Department of the Bank, feeling the emotion and challenge that will face you day by day.After this course, you will beready togo out there,experience the job, and with time and dedicationbecome a successful and excellentCorporate Banker.(if there is music included, credits go to: The Beginning - Factor Eight by Tune Core.)

Learn how to manage your manager. In this course, adapted from the podcast How to Be Awesome at Your Job, Mary Abbajay explains how to build a good relationship with your boss.

Learn how to create and manage apps with SCCM and prepare for Microsoft certification exam 70-703. See how to deploy apps using PowerShell scripts, and deploy App-V virtual apps.

This module describes how you can use Intune to create and manage WIP policies that manage this protection. The module also covers implementing BitLocker and Encrypting File System.After this module, you should be able to: Describe Windows Information Protection Plan for Windows Information Protection usage Implement and use Windows Information Protection Describe the Encrypting File System (EFS) Describe BitLocker This module explores using Microsoft Defender for Endpoint to provide additional protection and monitor devices against threats.After this module, you should be able to: Describe Microsoft Defender for Endpoint Describe key capabilities of Microsoft Defender for Endpoint Describe Microsoft Defender Application Guard Describe Microsoft Defender Exploit Guard Describe Windows Defender System Guard This module explains the built-in security features of Windows clients and how to implement them using policies.After this module, you should be able to: Describe Windows Security capabilities Describe Windows Defender Credential Guard Manage Microsoft Defender Antivirus Manage Windows Defender Firewall Manage Windows Defender Firewall with Advanced Security

Learn the best ways to prepare for, deploy clients, and monitor client health in this course. With a primary site and site server now installed, this course turns the attention to MECM's clients. While MECM is a great solution for deploying software, there is as you might imagine some client-side bootstrapping that's required to install clients and begin communication. MECM supports at least six different ways to deploy client software, as well as innumerable ways to customize client behaviors once installed. In this third course out of sixteen, Microsoft Endpoint Manager: Deploy MECM Clients, you'll begin by exploring the preparatory configurations that are required for any MECM primary site before beginning client deployment. Next, you'll first walk through four of the six major client deployment options, including all the steps you'll need to successfully automate your deployments. Finally, once installed, you'll explore the MECM client itself. By the end of this course, you'll understand the user-focused UI, as well as the monitoring solutions in the MECM console for validating client health over time.

Building strong relationships with clients is so important for any freelancers... ideally they will keep coming back and give us more work or maybe they will recommend us to other people. I've been freelancing since 2010 and over those years I've built up some great relationships with clients - some I've been working with for over 5 years now. In this class I will break down all the factors that go into making strong relationships that ensure you are always at the forefront of a clients mind. I will also talk a little about having customers for those of you who own shops or an online store.

Explore a case study detailing how a small data science team in a large bank transformed a fragmented sales process into a data-driven approach using Python and machine learning. Learn about the challenges faced, including diverse client needs, reduced client coverage due to cost pressures, and uncoordinated sales processes. Discover how Python was instrumental in delivering a production solution that serves advisers and relationship managers continuously. Gain insights into implementing Scikit-learn machine learning pipelines for product affinity in banking and wealth management, using SQL Alchemy for data engineering, leveraging Pandas and Jupyter for development, and employing Luigi pipeline for daily transaction processing. Understand how to extract features from text using NLP with Spacy, deliver machine learning interpretability in production, and develop a reusable Python module for building datasets, developing pipelines, generating monitoring data, and enabling explainability.

This course, GenAI for Account Managers: Personalizing Client Engagement, equips you with cutting-edge AI strategies to elevate your client management skills. Learn to personalize communication across email, chat, and voice channels, automate client workflows for efficiency, and leverage predictive insights to anticipate client needs. With a focus on actionable insights and real-world case studies, the course addresses common challenges account managers face, such as managing diverse client expectations, scaling personalization, and ensuring consistency. Through four comprehensive lessons, you’ll explore the fundamentals of GenAI, master personalized communication, enhance client insights, and automate workflows to deliver scalable solutions. Each module is packed with practical techniques, ethical considerations, and strategies for driving client satisfaction. This course is designed for professionals who manage client relationships and drive business growth, including Account Managers, Business Development Managers, Sales Professionals, and Customer Success Managers. It is also valuable for Marketing Professionals, Freelance Consultants, Entrepreneurs, and Service-Based Business Owners looking to enhance client engagement strategies. Additionally, Corporate Trainers, Sales Coaches, Digital Transformation Leaders, and Project Managers can gain insights into leveraging Generative AI (GenAI) for improving client interactions and retention. Learners should have a basic understanding of client relationship management, including account management responsibilities and communication strategies. Familiarity with AI-related terms such as GPT, automation, and data analysis will be helpful. Additionally, proficiency in using CRM platforms like Salesforce or HubSpot, digital communication tools, and interpreting client data trends will support a smoother learning experience. A willingness to explore and adapt to GenAI tools is essential for maximizing the benefits of this course. By the end of this course, learners will explore the foundational concepts of GenAI and assess its impact on client engagement. They will apply GenAI to personalize client communication across multiple channels and analyze its effectiveness. Additionally, they will develop strategies for leveraging predictive analytics to enhance client relationships and design scalable automation workflows to optimize engagement while maintaining consistency and quality.

Learn how to effectively manage, retain and grow clients What you'll learn: How to use AI to support your client & account management (new for 2025)Confidently manage clients in all situationsBetter understand your customers to ensure a great relationshipStop over servicingLearn how to say no to a clientHandle project changeGive difficult feedbackLearn about the best tools and techniques for time management and capacity planningCreate project plansPresent with confidenceEnsure your can charge your clients when the ask for additional work (New content on using AI to support your account management now added)Did you know that repeat customers on average, spend 67% more than new customers?If you need to manage clients on an ongoing basis and have a challenge around:Over-servicing;Coping with project change;Selling on value rather than time;Retaining and growing clients;Having difficult conversations;Then this course is a must for you! It now has over 6,000 students!It covers everything you need to know from the role of the account/client manager to how to put plans together, manage challenging clients and have difficult conversations. What to do about 'scope creep' and how to stop overservicing.As well as my insight and experience, you will also get access to tools and templates to help you effectively manage clients - resulting in longer-term relationships and growing revenues.New for 2025 is a section on using AI to support your client &account management.By the end of the course you will:Understand how to use AI to support your client &account management.Confidently manage clients in all situationsBetter understand your customers to ensure a great relationshipManage changes to requirements without the need to over serviceLearn how to politely but firmly push back on clients and say NO when necessaryUnderstand the importance of time recording, capacity management and project management toolsPresent yourself in front of your peers and clients with confidenceLearn Active Listening skillsI developed this course because of demand from my clients and public courses I deliver. I wanted to be able to share my 30+ years of experience with a wider audience at a cost-effective price.

THE Account Management Skills Needed to Become an Accomplished Key Account Manager. Master Client Management Today! What you'll learn: The purpose and benefits of being an account managerManage partner-facing communicationsSkills for building trust with partersCareer and income potentialManage partner conflict like a proCommon pitfalls to avoidManaging changes in project scope This course is about infusing you with the most current and relevant information about the account management profession, client management and what it takes to be successful.The Account Manager or Key Account Manager is considered part of the sales team of a company, but they aren't your standard sales people. Account management is not about volume sales or fast talking sales tactics. It's about earning trust and building authentic connections. It's about relationship management, communication, problem solving, partnership and collaboration. The better you become at these traits, the happier your clients will be and the more your career and pocketbook will grow!This course focuses heavily on the interpersonal skills required to nail these traits and hit the ground running. We'll be diving into how to build relationships as an account manager, ways to problem solve with clients and pitfalls for avoiding common mistakes that set others back. We'll discuss proven ways of building trust and tactics for understanding your clients and their goals to set you way ahead of the pack!I am an MBA educated, account management professional with over 10 years of real-world experience in various sized organizations and industries. In this course, I remove the theory and give you a comprehensive and relevant insight into what you can actually expect in this role.After completing this course you’ll be able toHave a firm grasp on the role and what is expected from you as an account manager.Understand your career and earning potential.Identify client expectations and how to exceed them.Know how to navigate difficult conversations while maintaining relationships.Learn how to develop new relationships based on field-tested and proven strategies.Learn how to avoid overservicing and how to set clear boundaries.Learn the value of transparency and clarity when communicating with clients.Study the significance of focusing on value rather than price.The lessons and material were handpicked to highlight everything you need to know to be successful as well as what to expect when you get your first client list.So, what are you waiting for? Enroll now and take the next step in mastering account management!

Discover how to revolutionize development project execution through a 34-minute conference talk that delves into the world of agile contracts and their impact on client-agency relationships. Learn why traditional fixed-price and time-and-materials contracts may fall short, and explore alternative agile contract models designed to foster collaboration and mutual benefit. Master the limitations of conventional contract approaches, understand the advantages of agile contracts from both client and agency perspectives, and identify suitable contract models for your organization. Gain practical insights into optimizing contract collaboration practices, with a focus on maximizing value delivery in development projects. Perfect for intermediate-level professionals, including clients seeking improved IT project outcomes and agencies looking to enhance their client relationships, this talk requires basic knowledge of traditional contract models, while familiarity with agile methodologies is helpful but not mandatory. Navigate through key topics including the need for change in contracting, the pitfalls of fixed-price agreements, the limitations of hourly billing, and the transformative benefits of agile contracts that create win-win scenarios for all parties involved.

Learn about the various clients Spring Boot offers in this 27-minute tutorial. Explore the Rest Template, Web Client, Rest Client, and Http Interfaces, gaining insights into their history and appropriate use cases. Discover when to utilize each client type and understand their strengths in Spring Boot development. Enhance your knowledge of Spring Boot's client options to improve your application's communication capabilities.

Developing a High Impact Financial Plan OverviewThe financial planning and wealth management industry is a competitive landscape ranging from individual practices to large corporate wealth managers. As such, it is important for you, as an advisor, to be offering best-in-class service to your clients by adding value, lowering fees, and deepening your client relationships. In CFI’s “Developing a High Impact Financial Plan” course, we will introduce the 7 core components of a financial plan and each of them will add value for your clients. Developing a High Impact Financial Plan Learning ObjectivesDemonstrate the value that integrating financial plans into a wealth management practice can bring clients and Advisors.Explain the 7 Core Components of Financial Planning and how they relate to specific client scenarios.Advise clients on best practices for effective goal-setting and how to make their dreams a reality.Support clients as they prioritize their financial goals and make adjustments throughout the relationship.Assess the risks and considerations that the current retirement landscape brings into a modern Wealth Management practice. Apply their learning in a variety of Interactive Exercises and challenges to see how this content applies in real-world practice.Recommended Prerequisite Program The prerequisites are optional, but we recommend you complete these courses or possess the equivalent knowledge prior to enrolling in this course: Effective Communication for Client Facing AdvisorsNetworking, Prospecting and Converting LeadsMastering Client DiscoveryWho should take this course?This course is for anyone interested in pursuing a portfolio manager designation in the wealth management field, as well as anyone who wants a deeper understanding of how to invest and maintain their investment portfolio.

Great leadership doesn't happen by chance—it happens by design. This course helps you create and evolve a personalized leadership checklist that keeps you focused on what matters most. You'll learn the core components of an effective checklist, from daily practices to strategic responsibilities, and how to structure them for clarity and action. Through practical tools, case examples, and hands-on activities, you'll build a Version 1 of your leadership checklist, test it against real challenges, and refine it as your role evolves.

Manage day-to-day human services work with NCCM.Explore how Nonprofit Cloud Case Management helps case managers aid the people they serve.Discover how to use Nonprofit Cloud Case Management for day-to-day human services work.