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Client Engagement Programmes

Our client engagement programmes are designed to provide skills and approaches for strengthening client engagement and building trust-based relationships to improve client satisfaction, retention, and loyalty.

Our programmes include:

Our programme overviews provide an insight into what we offer. To ensure our programmes meet your specific needs, we tailor the design and content to align with your learning outcomes and business objectives. We create bespoke case studies and scenarios that reflect your client engagement situations and form the foundation of training and role play exercises.

Elevation Learning - Client Engagement Programmes

Client Engagement Excellence

The Client Engagement Excellence programme is designed to provide the skills and approaches to elevate client engagement and interactions, and develop trust-based client relationships.

Programme aims

The programme equips participants with:

  • An approach for building strong client relationships
  • An ability to adapt their style to successfully engage with clients
  • Skills to interact and communicate effectively with clients

Programme content

The programme includes:

  • Engagement excellence – benefits of effective client engagement
  • Understanding yourself and others – understanding behavioural styles (utilising a proprietary personality profiling instrument), understanding personal strengths and areas for development, recognising other people’s behavioural styles, and adapting behavioural styles to enhance client engagement
  • Client relationship success – client relationship success from the client’s and consultancy’s perspective
  • Building trust – why trust is important and developing trust with clients
  • Influencing – influencing styles and strategies
  • Meeting clients – understanding client expectations, managing first impressions, building rapport, active listening, and effective questioning
  • Client meetings – efficient planning, agenda fundamentals, and successful remote meetings
  • Challenging conversations – planning and conducting challenging conversations

Who is it for?

The programme is for consultants who interact and engage with clients.

How is it delivered?

The programme is delivered in three formats:

  • A two-day in-person course
  • Four four-hour online modules
  • A blended approach combining in-person and online delivery

Trust Based Client Relationships

The Trust Based Client Relationships programme is designed to provide the skills and framework for developing and sustaining client relationships, increasing client satisfaction and retention, which ultimately drives business growth.

Programme aims

The programme equips participants with:

  • An approach to support client relationship management activities
  • Skills to develop client relationships based on trust and mutual respect
  • Skills to professionally manage client interactions

Programme content

The programme includes:

  • Why trust? – why build trust-based client relationships
  • Client relationship journey – managing each phase and leveraging client touchpoints
  • CRM systems – importance of record keeping and utilising the CRM system
  • Client focus – client relationship roles and responsibilities, client expectations, and developing a client focused mindset
  • Building trust – what is trust and developing trust as professionals
  • Adding value – where value lies and how to deliver value
  • Emotional intelligence – key elements of emotional intelligence and developing empathy and social skills to enhance client relationships
  • Influence – influencing styles and strategies, and science of persuasion
  • Conflict resolution – conflict situations, reactions to conflict, and conflict resolution approaches

Who is it for?

The programme is for senior consultants who need to manage client relationships.

How is it delivered?

The programme is delivered in three formats:

  • A two-day in-person course
  • Four four-hour online modules
  • A blended approach combining in-person and online delivery