Client Relationship Management

4-Part Virtual Workshop Series

Mastering Client Relationship Management Workshop for Managed Service Providers

We’re excited to announce our highly acclaimed Client Relationship Management Workshop, tailored specifically for MSPs looking to elevate client relationships, streamline account management processes, and drive sustainable business growth.

Dates and Times

  • February 25 & 26 and March 4 & 5, 2025
  • 1:30pm – 3:30pm ET each day

Who Should Attend

  • Client Account Managers (CAMs)
  • vCIOs (Virtual Chief Information Officers)
  • Sales Representatives & Account Executives
  • Account Managers & Customer Success Managers
  • MSP Owners & Senior Leadership
  • Business Development Managers
  • Service Delivery Managers

What You’ll Learn:

Workshop Session 1:
The Client Relationship Assessment

  • Understand what clients truly value in your relationship and set clear expectations
  • Assess your current CAM processes and tools to better gauge your value in the eyes of clients
  • Dive into CAM best practices and learn how to align your efforts with client needs
  • Explore account segmentation, customer analysis, and the key dynamics that drive stronger, more effective relationships

Workshop Session 2:
Business Advisor Selling Skills & Case Studies

  • Master a cross-selling matrix to unlock new opportunities within your existing client base
  • Learn to leverage the Business Advisor Selling System and apply it to real-world situations
  • Enhance relationships with deeper insights into customer feedback and client goals
  • Build strategies for renewing agreements, driving security and cloud sales, and fine-tuning your sales cadence

Workshop Session 3:
Best Practices of Business Reviews

  • Master the Business Review Dialogue and create impactful Executive Summaries
  • Implement the L10 Process for conducting Quarterly Business Reviews (QBRs) that produce measurable, actionable results
  • Transition from delivering presentations to facilitating co-creative conversations with clients
  • Utilize ScalePad Business Review Content to drive meaningful, partnership-focused discussions that lead to results

Workshop Session 4:
Management Systems and Methods

  • Build your week-to-week CAM Playbook to stay organized, focused, and efficient in your role
  • Learn methods for tracking commitment, ensuring follow-up, and maintaining accountability
  • Discover how to measure and optimize CAM performance using KPIs, metrics, and goal tracking for continuous improvement
What Our Customers Are Saying

“This workshop was incredibly insightful. I walked away with a ton of actionable takeaways and can’t wait to share them with my team. It has truly reshaped the way we approach client relationships.”

– Kayla Burbidge, Sales Manager, Fortify Network Solutions

Your Investment

  • $995 for the primary attendee
  • $895 for additional attendees from the same company

Secure your spot today! This event is purely educational, offering actionable tools and strategies to help your IT business thrive—no sales pitches, just real-world solutions.

Register Now and take the next step in elevating your Client Account Management skills!

Ready to Accelerate Your Profitability?

TBG will bring years of management experience to your company. We can assist in areas of management coaching pertaining to your sales, service, or administrative departments. Our focus is to assist you in driving more profits to your bottom line.

Contact Us (630) 442-1402