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. Compliance as a Service: Everything you need to know?

    2. Awareness Stage: When to discuss with your client

    3. Enquiry Stage: Your Client has expressed interest in CaaS.

    4. Consideration Stage: CaaS specific Capability Presentation

    5. Proposal Stage: Create Quote

    6. Outcome: Deal Won/Lost

    7. Onboarding: Client onto CaaS service

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

    2. [AM] Offboarding a Client Checklist

About this course

  • 25 lessons
  • 1 hour of video content

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