Client Engagement Workshop

This dynamic course equips sales representatives and account managers with the skills to deepen relationships with existing clients and unlock new opportunities for collaboration. The focus is to enhance the ability of representatives to secure meaningful appointments for existing clients.

 Course Highlights:

• Focus on creating targeted lists of existing clients
• Use client referrals, Centers of Influence (COIs) and other resources to expand engagement
• Understand the importance of quality over quantity in client calls
• Techniques to overcome typical objections and concerns raised by clients
• Strategies to compensate for the fear of rejection
• Proven methods to secure more substantive meetings with clients

Participants will also have access to interactive digital guides that can be used across devices, assisting them in navigating client calls, responding effectively to common objections and securing a meaningful appointment to broaden and deepen the relationship with the client.

The course culminates in a live calling exercise where participants apply their new skills in real time with clients, experiencing greater success.

Two follow-up conference calls will be conducted post-training to review progress and reinforce skills.