Client Connect – Personal Plan

$120.00 excl. GST

Description

 

Topic CLIENT CONNECT – PERSONAL PLAN

Your personal client management program

 THE CLIENT CONNECT COURSE WILL BE AVAILABLE FROM 1ST MAY 2017

Platform Self-paced online course
Number of learning modules 4
Recommended pace 1 module per week
CPD hours 4
Content Instructional presentations (30-45 min each)

PowerPoint notes and slideshow

Assessment tasks

SMART action planning process

Availability 12 months following registration
Reporting Monitor progress with online reports

This course supplements the course CLIENT CONNECT – FIRM PROJECT

Course fee:

Earlybird fee Standard fee
Not applicable at this time AU$120 + GST per person

 

Click here to download the course brochure       Click Add to Cart to register

Course outline

 THE CLIENT CONNECT COURSE WILL BE AVAILABLE FROM 1ST MAY 2017

Client management is no longer just the responsibility of client managers and partners. Everyone in the firm involved with client work should take personal responsibility for the role they play in managing client expectations and delivery of services.

For firms transitioning from an annual compliance service to an ongoing advisory service with business and personal clients, it’s never been more important to establish clear expectations of client service excellence.

This new online program is designed to help individual staff of accounting and advisory firms to develop their own list of personal actions and behavioural standards for client management, based on their specific role and responsibilities.

Course modules

Step by step guides will be provided in relation to client relationship management  in the following four areas of core focus:

1.      Client communication

2.      Workflow management

3.      Business development

4.      Team collaboration

Who should attend?

This course is suitable for anyone working in a professional service environment who wants to take a more proactive role in the management of client relationships.

For more information on HTST’s eLearning Portal, Click here

Click here to download the course brochure       Click Add to Cart to register

This program is supplemented by CLIENT CONNECT – FIRM PROJECT, a 12 part self-paced program to assist accounting and advisory firms in taking a more proactive role in managing clients. Click here for further information.

Dale Crosby

Dale Crosby

Dale is passionate about helping the people of accounting and advisory firms use technology to really engage with their clients and their colleagues.
Dale Crosby

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