STAR Client Relationships
A Skill-Building Workshop for Enhancing and Expanding Client Relationships

“Very uplifting seminar that inspires you to be extraordinary and get recognized for your natural talents.”
Shari Harris, CPA, New York

 

Description
We all want great client relationships -- fully 70-90% of our livelihood depends on continuing work with our clients. A STAR relationship is one requiring positive behaviors and policies of both the individual and the firm. While professionals often focus on technical competency, we know that
the human factor is often even more important in retaining and expanding business. This course looks at the communication and trust-building behaviors that cause clients to be loyal and return again and again to work with the firm. It provides step-by-step tools to keep the client relationship strong and growing. With the ideas of this course, any of your staff can be STARs to their clients.

Topics
•  Positive/Negative Signs
•  The Importance of Integrity
•  What Clients Really Want
•  Creating Trust
•  Great Service through Great Questions
•  Principles of Positive Communication
•  How to Have a Difficult Conversation
•  Effective Writing/Email Techniques
•  Effective Phone Techniques
•  Standards for Client Communications
•  The Key to Advising
•  What Causes Conflict?
•  Empathic Listening
•  Clearing Up Upset
•  Becoming the Trusted Advisor

What You'll Gain
After attending this workshop you will:
•  Clearly read the signs in a client relationship
•  Know how to create trust through specific actions and behaviors
•  Know how to ask questions to keep the relationship strong
•  Know the principles of positive communication
•  Understand how to communicate more effectively in letters, emails and phone conversations
•  Understand the sources of conflict and how to deal with it
•  Know how to clear up an upset or disappointment
•  Understand the value and qualities of a Trusted Advisor

Methods
STAR Client Relationships is involving and participatory. Class size is limited to 30 in order to actively apply the material and allow participants to share their ideas. Some of the learning techniques are:
•  Lecturettes (10 minutes or less)
•  Paired Sharing; small group discussion
•  Quizzes; application exercises

Who Should Attend
Principals, Program and Project Managers, Field and Office Staff
Group Size: 15-30
Time: 6 Contact Hours

Call now to discuss Catherine Jewell's availability for your meeting. 800-829-5648

 
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STAR Performance!                Find Your Purpose Workshops
Saturday, April 5, 9AM- 4PM

Our participants RAVE about the
insights and the RESULTS they
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Whether you want a new job,
a career change, or just a
booster shot for a tired
career, this day works.

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