What We’ve Learned About Effective Client Management

Tue, Jun 14, 2022

Kasim sits down with Regina and Caden as they share everything they learned in client management that helped them become effective client managers (and hopefully, it can help you, too).

This includes the biggest mistakes they made as client managers, why it’s a lose-lose situation if the client drives the strategy, and so much more!

0:00 What we’ve learned about effective client management

02:21 Know your client well – you’re their ambassador!

07:16 Why the initial month is crucial in effective client management and using metaphors to help clients easily understand the process

12:21 You have to step up, earn your client’s trust and drive

13:00 What not giving client updates in a timely manner taught us

14:20 Always underpromise but overperform

16:45 Match your client’s energy

19:45 Don’t sell a service you don’t know what to do

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