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Client Relationship Management

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About Course

Course Code: WSB-314

Program: Operations & Administration Academy

Course Overview: Develop the skills required to build, maintain, and strengthen long-term client relationships that support retention, growth, and customer satisfaction.

This course develops practical capability in client relationship management, client needs, managing client engagement, strengthening client loyalty, and relationship growth and retention.

Learning Outcomes

By the end of this course, learners will be able to:

  • Explain the foundations of client relationship management
  • Understand client needs, expectations, and priorities
  • Manage client engagement professionally
  • Strengthen client trust, loyalty, and satisfaction
  • Identify responsible relationship growth opportunities
  • Support long-term client retention and value creation

Target Audience: Sales professionals, account managers, client-facing employees, business-development teams, relationship managers, and commercial leaders who want to strengthen practical capability in client relationship management.

Learning Experience: Learners engage through video overviews, audio deep dives, study guides, practical examples, reflection prompts, workbook activities, applied tasks, knowledge checks, and end-of-module quizzes. Activities support practical application in client relationship management, client needs, managing client engagement, strengthening client loyalty, and relationship growth and retention.

Course Structure: 5 modules / 20 lessons.

Special Feature: Every module concludes with a Putting It All Together audio deep dive that connects the key lessons and supports reflection and practical application.

Pathway Focus: Understand client relationship management. Manage client engagement. Strengthen relationship growth and retention.

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Course Content

Course Introduction
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  • Client Relationship Management
    05:16

Foundations of Client Relationship Management
This module introduces learners to the foundations of client relationship management within Client Relationship Management by exploring relationship management, customer lifecycle fundamentals, building trust and credibility, and client-centric thinking.

Understanding Client Needs
This module introduces learners to understanding client needs within Client Relationship Management by exploring stakeholder mapping, customer business understanding, needs identification, and relationship planning.

Managing Client Engagement
This module helps learners apply managing client engagement within Client Relationship Management by exploring communication planning, conducting effective client meetings, managing expectations, and building strategic relationships.

Strengthening Client Loyalty
This module helps learners apply strengthening client loyalty within Client Relationship Management by exploring creating value beyond transactions, proactive relationship management, managing service challenges, and increasing customer confidence.

Relationship Growth & Retention
This module helps learners strengthen practical capability in relationship growth and retention within Client Relationship Management by exploring retention strategies, account development opportunities, long-term partnership building, and client relationship action plan.

Learning Resources
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