Account Manager Training: Retention, Upsell, AI, 10 Tools

This course contains the use of artificial intelligence

Most account managers do not lose clients in one bad meeting. They lose them quietly, one unanswered signal at a time.

This course gives you 10 working tools to catch those signals early and turn your client book into steady growth.

Sound familiar?

Your biggest client gets all your time, while a mid-size account goes silent and does not renew. Sales closed the deal with promises nobody wrote down. The QBR turns into a slide show nobody asked for, and the renewal conversation starts two weeks before the contract ends. Every month like this costs you clients, expansion and trust.

What changes after the course

• You know where your hours go. Your accounts are ranked and tiered, and every week has time for the clients who matter most.
• You see risk before the client says it. A Risk Register shows which accounts are slipping and what the rescue plan is.
• You grow accounts with a business case. Upsell and cross-sell start from the client’s goal, not from your quota.
• You walk into renewals prepared. Price floor, give-get options and the letter are ready months ahead.
• You handle hard conversations calmly. A service failure, an escalation or a respectful no has a plan and first words.

Who teaches this course

Mike is the founder and head of strategy of a training business that grew to 1,800,000+ course enrollments and 170,000 students on Udemy. He has worked in HR and management for more than 20 years, including building the HR system of the unicorn Preply and working at Wargaming, and he is the author of about 200 books on Amazon. In this course he shares how he looks after his own key clients and partners: what to watch, what to write down and when to call.

How the course flows

First you map your book of business and take over clients cleanly from sales. Then you map the people behind each account and write a one-page account plan. Next you learn to read churn signals and grow accounts with upsell and cross-sell. After that you run QBRs clients want to attend, prepare renewals and price increases, and practise hard conversations. Finally you build the account manager’s week, with separate forecasts for renewals and expansion and AI prompts that save hours without replacing your judgment.

What’s included

• 10 interactive HTML tools that open in your browser: Portfolio Map, Handoff Memo, Stakeholder Map, One-Page Account Plan, Risk Register, Growth Map, QBR Builder, Renewal Plan Builder, Hard Conversation Card and The Account Manager’s Week
• 14 ready-to-copy AI prompts inside the slides
• 10 PDF slide decks to keep and reuse
• Practical assignments on a realistic case company
• Lifetime access to all materials
• Active instructor support in Q&A
• Udemy Certificate of Completion
• A section with additional courses, tools and resources

Why start now

Your next renewal is already on the calendar, and your competitors’ account managers are preparing for theirs. Every quarter without a system means clients you could have kept and growth you could have proposed.

Enroll now and start your first lesson today.

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