Building and Optimising Client Relationships

Retaining and Developing Clients - training for law firms

Client Relationship Management

  • CRM tools, processes and methodology
  • Capture and use information about your clients
  • Define categories in your client base
  • Draft account plans for your key clients
  • Lock in your key clients - and lock out your competitors
  • Build client service teams
  • Service review - and service recovery when things go wrong

Client care skills

  • Manage client expectations
  • Make each client feel that they are your only client
  • Full-attention listening - making the client feel valued
  • Handle unreasonable demands and impossible requests
  • Build partnerships with your most important clients
  • Empathy - commercial focus and seeing things from client's point of view
  • Balance deference to the client with professional authority

High-value client meetings

  • Handling progress meetings
  • Handling bad-news meetings
  • Taking instructions - focus, listening and understanding
  • Service review and post-project debriefs
  • Effective meetings management
  • Key skills in meetings

Relationship management for PAs and secretaries

  • Key principles in building good relationships
  • Contribution to managing client relationships
  • Key skills in communicating with clients
  • Be an ambassador for the firm
  • Handle clients when the pressure is on - and stress levels are high
  • Empathy with clients - listen, reassure, manage expectations
  • Manage the relationship with colleagues in the firm

 

 

This is a sample programme. It can be tailored in content, duration and format to suit your organisation.

Call us now on +44 (0)20 8371 7017
or outline your requirements.

Thank you very much – I really enjoyed it.

Manches LLP

The training was very through and useful. Good presentation and interactivity.

Sotheby