Managing Client Relationships

Created by: Real Projects Top Author
872 views Prime
Last Updated 09/2025
English
30-Day Money Back Guarantee
Full Lifetime Access
Finish in
20 min! Run Time
Made for for
Employees
and
Supervisors
Certificate
of Completion
Mobile -
Friendly
Access

What you'll learn

Plan and run a first meeting with a potential client
Determine what you need to get from a new client in writing
Manage an ongoing client relationship
Manage client expectations
Troubleshoot problems

Amendment 42-24 Authorized for use 1 January 2025 / Mandatory 1 January 2026

Description

Secure, profitable client relationships are built step by step, from the first meeting onward. This course guides you through the whole journey.

What this course covers:

  • Planning and running your first meeting with a new client
  • Nurturing an ongoing client relationship
  • Managing client expectations
  • Troubleshooting when things go awry

With audio narration and interactive exercises, this course suits anyone new to or sharpening client management skills.

System Requirements

See System Requirements in the Coggno Knowledge Base

Managing Client Relationships

Managing Client Relationships
Managing Client Relationships
Learn how to develop secure and profitable client relationships. Whether you're new to managing clients, or looking to sharpen your skills, this course provides an essential step-by-step guide, from the first meeting to the most common problems. Guided by audio narration, and engaging with interactive exercises, you will learn how top plan and run your first meeting with a new client, nurture an ongoing client relationship, manage client expectations, and troubleshoot when things go awry.

Frequently Asked Questions

This course is designed for employees and supervisors who need to complete Managing Client Relationships training

Yes. This course is designed to meet applicable federal requirements and commonly mandated state standards. Always confirm specific state or industry requirements with your local regulations.

The course takes approximately 20 minutes to complete and can be paused and resumed at any time.

Yes. Learners receive a downloadable certificate upon successful completion, which can be used for compliance records and audits.

Yes. You can assign this course to individuals or groups using Coggno’s LMS, or purchase multiple seats for your team.

Yes. This course can be exported for delivery in most learning management systems (SCORM compatible).

Yes. The course is fully self-paced and available 24/7.

Yes. This course includes a knowledge check to reinforce learning and verify completion.

Learners have lifetime access from the date of purchase.

Yes. A preview is available so you can review the course format and content before purchasing.

Yes. Content is reviewed and updated as regulations and best practices change.

Yes. This course is available for free with an active Prime Subscription.

Yes. Refund requests can be submitted within 30 days of purchase.