Course curriculum

    1. [AM] Overall Account Management Process Explained

    2. [AM] AM Process Checklist (easy checklist: New client to Offboarding a client)

    3. Onboarding Process

    1. New Client Kick Off Meeting

    2. Go Live Day Meeting

    3. New Client Introduction Meeting

    4. How to run an Operational Meeting

    5. Strategic Business Review Process

    1. 1 + 18 Month Customer Care Call

    2. [AM] NPS Survey

    3. Client Anniversaries

    4. Client Entertainment

    1. MSA Renewal Process

    2. 1. Rate Negotiation + Approval

    3. 2. How to create an MSA Agreement/Quote

    4. How your clients accept T+C in MSA Agreement

    1. [OFFBOARDING] How to manage a client leaving KMT

    2. [AM] Offboarding a Client Checklist

About this course

  • 18 lessons
  • 0.5 hours of video content

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