Account Management Training

Prioritise, Plan And Manage Your Accounts To Maximise Profits

Make An Enquiry
Upcoming Dates

Account Management Training

Prioritise, Plan And Manage Your Accounts To Maximise Profits

Make An Enquiry
Upcoming Dates
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Account Management Training Course

Course Overview

Unlock your potential as an exceptional Account Manager, Customer Success Manager or Relationship Manager, by joining our Account Management Course. Designed to equip you with the skills, behaviours, and techniques to capitalise on the accounts you manage.

Our Account Management Training Course takes an in-depth look at building long-lasting relationships with existing clients. This not only increases their retention rate but also encourages them to spend more with you and opens new opportunities for cross and up-selling.

What sets us apart from the competition is our formal endorsement by the Institute of Sales Management (ISM). Our course is an industry-recognised benchmark for high-quality sales training programmes. Upon completion of our training, you will receive a “Key Account Professional” certificate from the ISM, which highlights your professional expertise and credibility.

Don’t miss this opportunity to upgrade your skill set as an Account Manager.


Selling Skills Professional Certificate CPD logo

Upcoming Dates

What Will You Gain From The Course?

  • Understand what it takes to move from supplier to trusted advisor and partner status with your clients
  • How to create a toolkit of relationship building skills and techniques
  • How to run an account review meeting with your clients
  • How to establish your objectives for each of the accounts that you manage
  • How to calculate the potential of each account
  • Working out a relationship and communications plan for each of your accounts
  • Account planning – devising a revenue generation plan for each client
  • How to create a multi-level influencing strategy for other areas of their business

Who Will Benefit From Our Account Management Training Course?

  • Account managers
  • Key account managers
  • Relationship managers
  • Client relationship managers
  • Customer success managers

Account Management Course Agenda


Introduction & Objectives

Account Management – What Does It Take To Succeed?

  • What’s the definition of account management within your business?
  • What’s your role as an account manager?
  • The skills, knowledge and behaviours you need to be successful

Account Analysis & Prioritising – Who & What Comes First?

  • Maximising business opportunities – how to research, gather intelligence and analyse your clients for revenue potential
  • Investment versus return – work out who to spend your time on and what the pay-off is
  • SWOT analysis on your client accounts – strengths, weaknesses, opportunities and threats

Planning Your Account Strategy

  • Creating your hit list based on account potential
  • How to develop an account over the long-term
  • Setting goals for each account – short, medium & long term
  • Creating an account “touch point” strategy – face to face, telephone, email, social media

Managing The Relationship

  • Account mapping – how to create the structure of each account – decision makers, influencers etc
  • How to structure and run an account review meeting
  • Influencing multi-level contacts of an account

From Supplier To Partner

  • Understanding the transition from supplier to partner status
  • The Trusted Advisor – how to add value over and above what you sell
  • Managing the “in-between time” – how to stay in contact without bugging your clients

Close & Actions

Reviews From Previous Attendees

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Feedback From The Last 88 Sales Professionals Who Attended This Course





Location Hiltongarden
Coventry Centre
Location Cheadler
Location Central London
Course information

The course fees are £295 + vat.

The Account Management Course is a formally endorsed qualification by the ISM and is also CPD Certified.

Upon attending the course you will receive the “Key Account Professional” certificate from the ISM and a CPD certificate.

Start/Finish Times

Start: 9.30am

Finish: 4.30 – 5.00pm

Included Within The Registration Fee:

  • Course manual
  • Course materials
  • Buffet lunch
  • Servings of tea and coffee throughout the day
  • ISM “Key Account Professional” certificate & CPD certificate
  • Unlimited email and telephone support from your trainer after the course

Please click on BOOK NOW below to reserve your place. We will then confirm the booking through email and will send you the joining instructions and invoice.

Selling Skills Professional Certificate

Selling Skills Professional Certificate

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On-Going Support After The Workshop

After we have delivered your programme we do not just shake hands and take your money. We like to offer you some ongoing support.

Included within the cost are the following unique support options that are available to you.



Account Management Training FAQ’s


More Open Courses

Here are some more open courses that we run throughout the UK.

Our most popular venues are London, Manchester and Coventry.

Want to know more?

Please speak to one of our team or use our online form to make an enquiry

Have You Got Any Training Requirements or Questions?

Our L&D and Training Team are here waiting to help you.

Please call us on 0333 320 2883 or click below.

Make An Enquiry