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The Art of effective Client Management – Tom Critchlow

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The Art of effective Client Management

For agency SEO professionals who want to do better work for bigger clients

The Art of Client Management course will help you:

Better manage client expectations
Communicate more clearly and confidently
Get buy-in and budget for your recommendations
Retain and upsell clients more effectively
Advance in your agency career

Every successful project has a foundation of strong client management

Managing clients is all about understanding what clients value – putting ourselves in their shoes to understand the context for our project. We must understand the goals, resources and priorities that drive our clients so that we can provide recommendations and projects that create impact, not just documents that gather dust.

Client management matters because SEO is a complex discipline. We require our client’s teams to allocate resources in service of our goals whether engineering, product, marketing, editorial or PR. We need to do more than provide recommendations, we need to advocate for SEO initiatives.

This course is designed for anyone who works at an agency, whether you are a:

Consultant
Account Manager
Sales Person
Founder / Owner

After completing the course you will:

Manage client expectations more effectively
Communicate more clearly and confidently
Get buy-in and budget for your recommendations
Upsell and retain clients for longer
Be more skilled at building trusted relationships

5 Modules Packed with Case Studies & Examples

1. Delivering Client Value

Managing client expectations requires aligning ourselves with our clients on goals, resources and priorities. We need to understand how to provide value, even if we’re facing resistance. Learn how to:

Understand what’s most important to your client
Be valuable even when we can’t get things done
Align with our clients on reporting and metrics
Tie our recommendations to business value

2. Effective Recommendations

Everyone wants to avoid making documents that get dusty and sit on a shelf. But how? Here we look at how to frame our recommendations so that clients find them compelling and actionable. Learn how to:

Create a north star for the project to get everyone excited
Understand our client’s revenue more deeply
Build a business model for SEO investment
Tie our recommendations to business value

3. Clear Communication

Communicating our ideas clearly and confidently is crucial. Especially if we’re trying to win over senior stakeholders at our client’s organization. Learn how to:

Communicate effectively in meetings, emails and documents
Structure technical communication clearly and logically
Create effective business presentations

4. The Habits of Client Management

Great client relationships are built one interaction at a time. Here we look closely at the various different touchpoints with clients. Learn how to:

Create better statement of work (SOW) documents
Run great kickoff meetings
Retain and upsell clients effectively
Deliver recommendations that actually get implemented

5. Building Trust & Handling Conflict

Trust is crucial to good relationships and good communication. But how do you actually build trust? We’ll explore deliberate frameworks and strategies. Learn how to: