Client Connect – Integrated Client Management Program

$720.00 excl. GST




Your firm’s integrated client management program


Platform Self-paced online course
Number of learning modules 12
Recommended pace 1 module per week
CPD hours 12
Content Instructional presentations
PowerPoint notes and slideshow
Structured implementation plan (team)
Supporting documents and templates
Availability 12 months following registration
Reporting Monitor progress with online reports

Course fee:

Earlybird fee Standard fee
Not available at this time AU$600 +GST per firm


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

Course outline

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.

The new financial year is the perfect opportunity to review the way your firm and its people engages with its clients.

This new online program has been developed for accounting and advisory firms that are looking to really take control of their client relationships – to move from reactive to proactive in the way they communicate with their clients.

Over 12 online modules, we’ll provide the structure to help your team develop a clear and consistent approach to client service, supported by systems, processes and behavioural guidelines.

Course modules – View brochure for further information

1.      Develop your firm’s client care program
2.      Team engagement and collaboration
3.      Client service charter and behavioural guidelines
4.      Client communication standards
5.      Client engagement and re-engagement
6.      Fee management – scoping, invoicing and payment
7.      Client expectations and workflow management
8.      Develop service levels based on client profiles
9.      Client health check and needs analysis
10.  Structure of client interviews and meetings
11.  Dealing with client roadblocks and complaints
12.  Client feedback and review processes

Who should attend?

This course is suitable for any firm looking for its people 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


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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