Account Management: Keep Your Best Clients
Included with TrainMeUK — no separate course purchase required.
Spot an account going quiet, find out what the client needs, write an honest account plan, and rebuild trust after a failure.
- Assign to
- Account managers and B2B sales
- Duration
- 25 minutes
- Evidence
- 11-question quiz
- Your version
- Editable
What they will be able to do
- Recognise the early signs an account is at risk.
- Find out what has changed for the client and what they need now.
- Write an honest account plan with owners, dates and measures.
- Respond to a failure in a way that rebuilds trust.
The course
- 01Warning signs
- 02Understanding the client
- 03Rebuilding trust
The decision they practise
In the main activity, “Rewrite the account plan”, learners rewrite a realistic document line by line and see the effect of each choice. In “Chat with Mr Fenwick”, a chat, learners practise what to say and do when the other person pushes back. The wrong options are things a well-meaning person might genuinely say, and the feedback explains why each one is tempting. Short animations show “How an account drifts” and “Promises that build trust”.
How you know they finished
The 11-question quiz mixes multiple choice, matching and sequencing questions and returns to the opening story.
Relevant legislation and guidance
The course draws on these. Which ones apply depends on the organisation and the role. Finishing the course is a training record.
- Consumer Rights Act 2015
- UK GDPR and the Data Protection Act 2018
How this course is built
Interactive activity
Learners practise the decision in the course, including what to say when someone pushes back.
Edit it in the builder
On Growth and above, adapt the scenarios and wording to your own workplace, policies and reporting procedures.
A record they finished
The 11-question quiz closes the course, so you can show who completed it.
Related courses
TrainMeUK course library
Ready to make Account Management easier?
Give your team access to practical, interactive training, with automated assignments, reminders and completion records managed in one place.