Better Client Relationship Management Skills

Lasting Success with Masterful CRM Skills


Build More Trust

Feel the confidence that comes from creating deep trust with clients through honesty and reliability.

Master EQ Skills

Experience the empowerment of mastering communication skills that foster strong client relationships.

Creative Solutions

Unlock your potential for innovation in problem-solving, leaving clients impressed and loyal.

Refine your communication skills by learning to harness your emotional intelligence with one of the UK's most acclaimed management training courses.

Why Choose This Training?

More Than Just A Course Of Lectures

What gets in the way of developing and holding on to new communication skills are old habits of thinking and speaking. Even if the advice is very good the reason why it rarely sticks are the mental habits people inevitably revert to, especially under pressure.

Unlearning those old habits and internalising a more effective and lasting approach to communication needs more than a short course of lectures on how to do it.

What Makes This Training Stand Out?

What makes this training stand out is the exceptional support through one-to-one coaching sessions and continuous feedback. Changing behaviour is not an easy task as old habits are hard to break.

With a 40-year track record we can help you cultivate practical skills, and build your confidence to so you can successfully navigate real-world challenges, ensuring lasting behavioural improvements.


Join thousands of participants getting results

"What I love about this course is that I didn't just learn about the topic, this course is about ME.  I'm confident I can reliably use my new skills, even when under pressure".

5 stars

A Project Manager At A Tech Company

"A lesson for life! The power of effective communication is incredible when one masters the skills "listening with empathy" and "speaking assertively"

5 stars

A Project Quality Engineer

Clients We Have Worked With

Well-known companies who have used this course again and again, over many years

  • Amgen 3
  • BBC
  • aunt bessies
  • Cargill 2
  • Heinz Logo 3
  • Civil service
  • NHS 2
  • Kelloggs Logo 2
  • IGT
  • JM 4 copy
  • Schweppes 3 logo
  • Castrol 3
  • Dewhirst 2
  • avon logo png
  • Nestle Logo
  • RSPB Logo 2022
  • Shell
  • UNHCR 3
  • unilever 2
  • BP 2
  • FBN 2

Course Summary

Training Objectives

Struggling to keep your clients happy and loyal? You're not alone. A fact worth noting: excellent client relationship management skills can significantly boost a company's success. This training course is designed to guide you through enhancing your client management skills, offering practical advice that makes a difference.

  • Building trust with clients is key. Always keep your promises and be honest, even when the news isn't good.
  • Good communication skills are a must. Talk clearly, listen well, and make sure clients feel heard and understood.
  • Be creative in solving problems and show you're eager to help. This keeps clients happy and builds strong relationships.
  • Understanding what clients really want helps you offer better services. Use tools like CRM systems to gather info about their needs.
  • Keep learning and adapting your approach based on client feedback. This shows them they matter to you, leading to more success for your business.

Develop Your Emotional Intelligence

You will learn a set of powerful emotional intelligence communication techniques so that you can manage difficult conversations, handle challenging situations, build relationships and set firm boundaries.

Transferable Skills

The goal of this training is to equip you with the tools you need to build strong, lasting relationships in your professional life, although because these skills are so transferable many clients report vast improvements in their personal relationships as well.

Develop Skills

This is a skills development rather than just a theoretical programme, so the emphasis throughout will be on you taking turn after turn, practising your skills, while receiving feedback and coaching about your effect on others.

Repeated Practice and Feedback

In your coaching sessions you will be helped to practise dealing with the kinds of situation you find challenging, again and again, until you are confident you can do it successfully.

Video Analysis

We'll combine practical, hands-on experience with video replay and analysis and discussion of the principles involved to help you gain both skills and understanding. Special attention is paid to your individual training needs, so you can practise your skills in real-life situations that you have to handle at work.

Sustained Change

That's why as well as your place in a small group, this training includes a generous amount of private and confidential one-to-one coaching sessions online, spread over several months, ensuring an exceptional level of support. This will ensure the changes you make are sustained over a longer period of time and any obstacles are overcome. Choose between online training available worldwide, or in-person face-to-face courses in the UK.

Course Dates and Price

For a list of upcoming course dates (for online coaching and face-to-face training), the locations of the next 3-day public courses in the UK and pricing Click here.

Free Initial Session

This initial coaching session serves as an introduction to the "Skills with People" course, allowing you to understand the course's relevance and effectiveness for your specific needs before committing to it.

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People who feel understood are more receptive

What is Client or Customer Relationship Management?

Client Relationship Management is all about how a business keeps up great work with its clients. It's key for making sure people are happy and stick around.


Client Relationship Management (CRM) is all about how businesses handle their interactions with customers. This involves using CRM software to make businesses organise, collect, and manage customer information.

The goal? To improve business relationships, keep customers coming back, make sales and drive sales.

It's crucial because it helps businesses understand their customers better. With good CRM skills, software and tools, companies can offer personalised services that match what their customers really want.

This leads to happier clients who are more likely to stick around and even recommend the business to others.

Importance of client management skills

Managing client relationships is key to keeping your business on track. Strong client relationships lead to better customer satisfaction and loyalty. This means clients stick around longer and are more likely to recommend you to others.

Good management of these relationships also helps in understanding what clients really need from your service or product. It allows for a smoother sales cycle, where both parties - the company and the client - know what to expect from each other.

Getting this right opens doors to new customers while keeping existing ones happy. It's about creating a win-win situation, where clients feel heard and valued, leading them back for more business.

Plus, happy clients often share their positive experiences with friends and colleagues, which can bring in new clients without extra advertising costs. In short, mastering client relationship management improves your overall customer experience - making every interaction count towards building trust and loyalty.

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People can't help arguing when they feel misunderstood

What Clients Look For - how to achieve the best customer satisfaction

Clients want someone they can trust and who talks to them clearly. They also look for someone excited to help and able to think of new ways to solve problems.


Trust matters a lot in building strong relationships with clients. It's like the glue that holds everything together. For a start, always do what you say you will. This shows clients they can rely on you as their relationship manager.

Sharing customer success stories boosts their confidence in your ability to get results.

Keeping promises is key too. Missed deadlines or broken promises hurt trust badly. Clients value honesty above all else, so being upfront about challenges can actually strengthen trust.

They appreciate knowing exactly where things stand, even if news isn't great.

Communication skills

Good communication is key in client relationship management. You need to share ideas clearly and listen well. This means talking to clients in a way they understand and paying attention when they speak.

It's not just about sending emails or making calls. It's also showing you get what the company or client needs, using simple words, active listening, and clear messages.

Clients like feeling heard and understood. So, always check you've got their point right. Plus, give updates often to keep them in the loop. Good communicators build stronger bonds with clients because trust grows when everyone's on the same page.

Use your words wisely – they're powerful tools for keeping clients happy and loyal.


Clients want to feel valued and important. They look for signs that you're not just after their money, but also motivated to help them succeed. This motivation shows in the effort you put into understanding their needs, goals, and challenges.

It's about showing genuine interest in their business growth. Your energy can inspire confidence and build trust.

Motivation also means staying positive, even when things get tough. Clients appreciate a partner who doesn't give up at the first sign of trouble. They value someone who looks for solutions instead of dwelling on problems.

This drive to develop and keep moving forward is key in maintaining strong relationships with clients.

Creative problem-solving

Creative problem-solving is key in keeping clients happy. You'll need to think of new ways to solve issues that come up. This means looking at problems from all sides and coming up with solutions that might not be obvious at first.

It's about being ready to adapt and try different approaches until you find what works best for the client.

Solving problems creatively helps build trust too, showing clients you're not just there for the easy tasks but also the tough challenges. It proves your dedication to their satisfaction and sets a strong foundation for loyalty.

This skill demands a mix of creativity, patience, and willingness to experiment - all valuable in building lasting client relationships.

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He's now far more aware of his impact on others

Essential Hard Skills for Client Relationship Management

To manage client relationships well, you need key hard skills like negotiation and analysis. keep reading to uncover the rest!


Negotiation skills are key in managing client relationships. You need to find a common ground with clients, ensuring both sides win. This means talking and listening carefully to understand what the client really wants.

It's about being fair but also making sure your personal business goals are met.

Good negotiation involves clear communication and thinking quickly. You must explain your points well so clients see the value in what you're offering. Also, being open to feedback helps improve future deals.

This skill makes clients trust you more because they see you respect their needs and views.


Research in client relationship management means digging into customer data, feedback, and interactions. It helps you understand what your clients need and want. You use a CRM system and tools to gather this info.

This way, you learn more about your customers' likes and dislikes.

Good research also means looking at market trends. See what works for others in keeping clients happy. Use these insights to make better plans with your team. This step is key for putting together services that hit the mark every time for your customers.


Analysis plays a crucial role in understanding how your company interacts with its clients. It involves looking at customer feedback and sales team reports to see what's working and what isn't.

You'll need good problem-solving skills to figure out why some clients are happy and others aren't. This step helps you make better plans for keeping existing clients happy and turning potential customers into loyal ones.

Good analysis also means using data effectively. It's about more than just numbers; it's about stories those numbers tell about your client and customer satisfaction and levels. When you get why some strategies succeed and others fail, you can create better ways to communicate effectively with clients.

This might lead to developing new services that meet their needs even before they know they have them, boosting both customer retention and service satisfaction.

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She now feels more confident in tackling people

Essential Soft Skills for Client Relationship Management

In the world of managing client relations, soft skills are your superpower. They make clients feel understood and valued, setting the foundation for strong and lasting partnerships.

The ability to tune on your client’s wavelength

Getting on the same page with your clients is key. You can achieve this by developing your ability to empathise with them.  You need to really listen and understand what they're after. This skill lets you see things from their point of view. It helps in offering just the right solutions that meet their needs.

Being able to match your client's wavelength also means catching on to their mood and style of communication. If a client likes getting straight to the point, do that. If another prefers a more detailed discussion, then adjust your approach accordingly.

This flexibility builds trust and keeps clients coming back for more.

Your ability to communicate your eagerness to satisfy your clients

Showing clients you really care is key. You can achieve this by developing your ability speak assertively.  You need to talk in a way that makes them feel important and listened to. This means using words and actions that show you're eager to meet their needs.

It's about being clear, quick, and kind in your responses. Whether it's through emails, calls or meetings, every interaction should make it obvious that their happiness is your top priority.

Your excitement for helping them must shine through. Talk about solutions with enthusiasm. Ask questions to understand what they want better. Always be ready with ideas on how they can achieve their goals.

This approach not only builds trust but also turns customers into loyal fans of your work.


Creativity sets top relationship managers apart. They think outside the box to solve problems for their clients. This might mean coming up with new ways to handle customer interactions or finding fresh angles in marketing campaigns.

Creative marketing solutions can turn potential clients into loyal customers.

Being creative also means staying ahead of trends and using them to benefit your client's needs. It involves a mix of research, analysis, and looking at things differently. Creatives in client relationship management use their skills to implement unique strategies that keep everyone happy and engaged.


Honesty keeps clients coming back. It's the foundation for trust and a key part of client relationship management skills. You must always tell clients the truth about your services, prices, and what they can expect.

Being clear cuts down on misunderstandings and builds a strong bond.

Telling hard truths might seem scary, but it pays off. Clients respect honesty, even when the news isn't good. This openness leads to longer relationships and more recommendations from happy customers.

Plus, it sets you apart in a world where not everyone plays fair.

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Are you helping them think for themselves?

Excelling at Client Relationship Management

To shine in managing client relationships, keep learning and adapting to new ways. For more tips, keep reading!

Goal-setting with clients

Setting goals with clients sets the stage for success. It’s about working together to find out what they really want and how you can help them get there. You chat, listen, and jot down key points.

Then, map out a plan with clear steps and timelines. This makes sure everyone knows what's happening and when. It also builds trust because your client sees you're committed to their success.

Keeping track of progress is crucial too. Regular check-ins keep things on track and let you adjust if needed. This shows your client that you’re on top of things, making them feel valued and understood.

Plus, celebrating small wins along the way keeps motivation high for both of you.

Listening with Empathy

Listening with empathy is key in client relationship management. It means really hearing what clients say and understanding their feelings. This skill helps you see things from the client's viewpoint.

By doing this, you build trust and a strong bond.

Empathy lets you catch clues about what the client truly needs, even if they don't say it directly. You get better at solving problems and offering the right support. This makes your clients feel valued and heard, going a long way in keeping them happy and loyal.

Addressing needs before they arise

Being one step ahead makes all the difference. Spotting what a client might need before they even say it shows you're paying attention. It's like having a crystal ball, but instead of magic, you use your skills in research and analysis.

You look at customer data first, understand trends, and ask questions early on. This approach not only solves problems before they grow but also builds trust.

Clients love feeling understood. They appreciate it when you bring solutions to meetings that align with their goals—maybe even ones they hadn't thought of yet. This proactive way of thinking demonstrates your commitment and expertise.

You make sure every interaction adds value, proving that their success is your priority.

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Assertiveness, Listening Skills and Emotional Intelligence Training

Key Challenges in Client Relationship Management

Managing clients well is tough. Main hurdles include bad communication and keeping things clear with clients.

Communication barriers

Talking to clients can be tricky. Sometimes, words get lost in translation or don’t reach the other person right. This is what we call communication barriers. They pop up because people have different ways of talking and understanding things.

Clients may not always catch what you're trying to say if you use too much jargon or skip over details, thinking they won't need them.

To keep everyone on the same page, it's smart to choose simple words and check often if your message got through clearly. Imagine playing a game where you pass a message around; the goal is for the last person to hear it just as it was first said.

That's how careful we should be with our words in customer relationship management – making sure nothing gets twisted along the way.

Transparency issues

Transparency issues can make or break trust with a client. Sometimes, people might not share all details thinking it will protect the client from worry. Yet, clients value honesty above all.

They want to be kept in the loop, even if news is bad. So, hiding problems or mistakes only leads to trouble later.

Being open and clear boosts confidence between you and your clients. It shows you respect them enough to share both good and bad news. This way, they know exactly where things stand at all times.

Plus, this approach often opens up paths for solving problems together rather than creating bigger ones down the line.

Dealing with difficult clients

Dealing with difficult clients can test your patience and interpersonal skills. You might find yourself facing someone who is unhappy no matter what you do. Stay positive. Show them you understand their concerns by listening carefully and responding calmly.

This approach often helps in easing the situation.

It's crucial to keep communication clear and open. Sometimes, a client may seem hard to please because there's been a misunderstanding or lack of information. Make sure they have all the details they need about your service or product.

Also, involve other teams if needed to solve the problem faster. Solving issues quickly can turn a tough client interaction into a successful one.

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How aware are you of your effect on others?

Best Practices for Client Relationship Management using Emotional Intelligence Skills

Managing client relationships well means using your head and heart. It's about being smart with feelings - yours and theirs - to keep clients happy and coming back.

Involve clients in goal-setting

Getting clients to set goals together is key. It makes them feel part of the process. They share what they want, and you figure out how to get there. This step shows you listen and care about their success.

Clients appreciate being involved from the start.

Ask for their ideas and check in often. This way, you make sure everyone is on the same page. Clear goals help in making plans that work well for both sides. It's a team effort where every win brings you closer as partners.

Proactive communication

Proactive communication means talking to your clients before problems pop up. You share updates, new ideas, and ask about their needs often. This shows you're eager to help and keeps surprises at bay.

It's like checking the weather before a picnic. You're ready for rain or shine.

This approach builds trust and cuts down on misunderstandings. Clients feel heard and valued because they see you're always one step ahead. Plus, it makes solving problems easier since you know what's coming.

Just like having an umbrella ready, proactive communication shields your work from sudden storms.

Prioritising client needs

Putting client needs first means always listening and responding to what they want. It's about understanding their goals, worries, and the outcomes they hope for. This approach helps in creating strategies that are right on target with their expectations.

By focusing on what clients truly need, you create a strong foundation for trust.

Meeting these needs may involve using tools like CRM systems to keep track of important business details. It also means being there when your clients have questions or concerns, making sure you offer solutions that match what they're looking for.

This level of service shows clients they're valued, encouraging them to stay loyal to your organization or business.

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Now he listens before jumping to conclusions

The Importance of Putting Clients First

Putting clients first leads to happier customers and more success for your business. Keen to find out how? Read on!

Improving client retention

Keeping clients coming back is key. Happy clients stick around and share good things about your service. This means figuring out their needs early and impressing them with how well you know what they want.

It's like being one step ahead, always ready to help.

To do this, listen well and act quickly on feedback. Keeping track of client conversations helps too. Use this info to make their customer experience better each time. That way, clients feel valued and more likely to stay loyal.

Understanding client needs

Getting to know what clients want is key. It's about listening and picking up on the little things they say or don't say. This means paying close attention during conversations and meetings.

Clients often share clues about their real needs through stories or offhand comments. So, it's vital to listen well and read between the lines.

Clients also change their minds based on new information or situations at work. They might not always tell you right away. Keeping an eye on these changes can help you offer better support.

It shows you care about their success and are ready to adapt your services to fit their evolving requirements.

Word-of-mouth recommendations

Happy clients tell their friends about the great job you did. This way, more people want to work with you. It's like a snowball rolling down a hill, getting bigger and bigger. Good words from one person can lead to many new jobs for you.

Making sure your clients are happy is key. They can help your business grow without spending extra money on ads. Satisfied customers act as free walking adverts for your services. Seeing real benefits from what you do makes them eager to spread the word.

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Stand up for your ideas and also respect theirs

Client Relationship Management Skills - Conclusion

Having strong skills in client and customer relationship management, really sets the stage for long-term success. It's about more than just closing deals or ticking tasks off a list. It involves listening, understanding, and responding in ways that build trust and loyalty.

This journey requires a mix of hard skills like research and negotiation with soft skills such as empathy and honesty. Mastering these areas can lead to better relationships, more successful projects, and a career filled with rewarding interactions.

So keep honing those skills - they're your ticket to making every client feel like they're truly heard and valued.

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Now by involving people he takes them with him

Client Relationship Management Skills FAQs

1. What skills do I need for client relationship management?

Well, you'll want to focus on problem-solving skills first and foremost... Also, being good at data analysis helps a lot. Oh, and don't forget! Direct interactions with clients are key - so brush up on those communication skills to boost your client relationships.

2. How can I improve my chances of success in this field?

Ah, now that's an interesting question... First off, consider getting a bachelor's degree if you haven't already. It opens doors to more career and job opportunities. And remember – organisation is your best friend here; it keeps everything running smoothly to boost client satisfaction.

3. Is there any specific knowledge or resources I should look into?

Absolutely! Dive into learning about different industries your clients may come from... This knowledge makes solving their problems easier and helps in closing deals faster. There are loads of online resources and courses to help with this.

4. Do these skills really make a difference in career growth?

Oh, without a doubt! Mastering client relationship management not only boosts your current role but also paves the way for exciting career opportunities ahead... It’s all about making those connections count.

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Learn to tune in to others and enable them to tune in to you

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Free exploratory coaching session

The first session is free so you're not committing yourself until you're sure this training is relevant for you. You will also learn something practical you can use right away that'll help you handle a difficult situation more successfully at work.

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