• Enrolling Now

Strategic Account Planning & Client Retention

Effective account planning and customer retention strategies are essential for maintaining long-term business relationships, increasing customer loyalty, and improving sustainable revenue growth. Organisations that successfully retain strategic customers are better [...]

  • Course ID: SM L017
  • Delivered by London Elite Training

– Course Overview

Effective account planning and customer retention strategies are essential for maintaining long-term business relationships, increasing customer loyalty, and improving sustainable revenue growth. Organisations that successfully retain strategic customers are better positioned to improve profitability, strengthen market presence, and create long-term value.

The Strategic Account Planning & Client Retention programme by London Elite Training provides participants with practical frameworks, planning tools, and customer engagement strategies required to manage strategic accounts effectively and strengthen customer loyalty.

Participants will explore account planning methodologies, customer retention strategies, relationship management approaches, account growth planning, and customer performance evaluation techniques.

By the end of this programme, participants will be equipped to develop structured account plans, improve customer retention, identify growth opportunities, and support long-term relationship development.

– Learning Outcomes

By the end of this programme, participants will be able to:

  • Develop structured strategic account plans
  • Improve customer retention and loyalty initiatives
  • Analyse customer relationships and account opportunities
  • Identify risks affecting customer engagement and retention
  • Strengthen customer communication and relationship management
  • Improve account profitability and growth planning
  • Measure customer retention and account performance effectively
  • Develop long-term customer engagement strategies
  • Support customer satisfaction improvement initiatives
  • Create customer-focused action plans for relationship development

– Who Should Attend?

  • Account Managers
  • Relationship Managers
  • Customer Success Managers
  • Commercial Team Leaders
  • Sales Managers
  • Business Development Professionals
  • Customer Engagement Specialists
  • Course Outline
DAY 01
Foundations of Strategic Account Planning
  • Understanding strategic account planning principles
  • The importance of planning in customer relationship management
  • Identifying strategic customers and key accounts
  • Understanding customer needs and expectations
  • Introduction to account planning frameworks and models
  • Customer segmentation and account prioritisation
  • Setting account objectives and performance targets
  • Activity: Account planning assessment exercise
DAY 02
Customer Retention & Loyalty Strategies
  • Understanding customer retention principles
  • Drivers of customer loyalty and satisfaction
  • Building long-term customer relationships
  • Managing customer expectations effectively
  • Techniques for improving customer engagement
  • Identifying risks affecting customer retention
  • Managing customer complaints and service recovery
  • Activity: Customer retention strategy workshop
DAY 03
Account Growth & Opportunity Development
  • Identifying account growth opportunities
  • Cross-selling and upselling techniques
  • Developing customer-focused solutions
  • Strengthening strategic partnerships with customers
  • Customer relationship mapping techniques
  • Opportunity analysis and account expansion planning
  • Improving account profitability and value creation
  • Activity: Account growth planning exercise
DAY 04
Relationship Management & Performance Improvement
  • Building trust and credibility with customers
  • Communication strategies for account managers
  • Collaboration between customer-facing teams
  • Monitoring customer satisfaction and engagement
  • Improving service quality and relationship performance
  • Managing difficult customer situations professionally
  • Continuous improvement in account management practices
  • Activity: Customer relationship management simulation
DAY 05
Account Evaluation, KPIs & Strategic Improvement
  • Measuring customer retention and account performance
  • Understanding account management KPIs and metrics
  • Customer feedback and satisfaction analysis
  • Account review and reporting techniques
  • Identifying improvement opportunities and account risks
  • Developing long-term account action plans
  • Final strategic presentation and trainer feedback
  • Programme review and action planning

Duration

  • 5 Days

In Person (Special Discount for this period only!)

  • £ 4,500
  • 3,950

Online (Special Discount for this period only!)

  • £ 2,300
  • 1,750
  • Global Locations
  • London
  • Dubai
  • Barcelona
  • Paris
  • USA
  • Online
Enroll Now

Corporate groups of 2+ are eligible for a 15% discount. Enquire here

Need personal advice?

Speak with a course consultant to see if this programme fits your career goals.

Enroll Now

Enrollment Form
Checkboxes
Clear