Relationship Management - Building the Client Relationship


Overview/Description
Target Audience
Expected Duration
Lesson Objectives
Course Number


Overview/Description
In "Relationship Management - Building the Client Relationship," you will learn about the importance of developing a relationship with a client in which you serve not as a salesperson, but as a trusted advisor. You will learn how to create and conduct an effective needs assessment and how to turn this needs assessment into a shared vision with your client. You will also learn specific action items to help you build trust with a client, which will enable you to become a coach and ultimately an advisor to your customer. Finally, you will learn how to extend the client relationship by fulfilling client needs and turning client objections into opportunities.

Target Audience
The target audience for this course is experienced sales professionals with a fundamental understanding of conducting a sales call and selling techniques. It is recommended that individuals take the first course in the series or have equivalent knowledge.

Expected Duration (hours)
2.0

Lesson Objectives

Relationship Management - Building the Client Relationship

  • Identify the steps for conducting a needs assessment
  • Identify the questioning techniques for effective communication
  • Identify the listening techniques for effective communication
  • Identify how to apply a needs assessment to win business
  • Identify key ways to create trust
  • Identify key traits of a coach
  • Identify leadership styles that lead to positive results
  • Identify the process to giving advice effectively
  • Identify key ways to fulfill client needs
  • Identify key ways to anticipate client needs
  • Identify key ways to resolve client objections
  • Course Number:
    en_US_44566_ng