Client Retention Training

This training focuses on client retention and how to provide ongoing service. Service Manager has overall accountability for defining the service, ensuring services meet the business need and are delivered in accordance with agreed business requirements, and managing the service lifecycle – often in conjunction with a Service Team.

Course curriculum

  • 1

    Module 1: Service Managers Process Flow

    • Company Overview

    • Team Process Flow Chart -Service Manager

    • Service Manager Transition Process

    • What is a Statement of Work?

    • When will a Service Manager be assigned a project?

    • What is a Client Intake Form?

    • What is a Website Checklist?

  • 2

    Module 2: Service Manager Platform to Use

    • Email

    • Accelo

    • Dashboard Bridge

    • Slack

    • textnow

    • Video Conference (Zoom or Whereby)

    • Google Calendar

  • 3

    Module 3: Service Manager Interaction with Clients

    • When to Interact with Clients?

    • How to interact with Clients?

    • What are the platforms to use when Coordinating with Clients?

  • 4

    Module 4: Service Manager Dashboard Training

    • Dashboard Bridge Overview

    • Outline: How to Create a Reports in Dashboard Bridge

    • How to Create a Reports in Dashboard Bridge

  • 5

    Module 5: Accelo Training for Service Managers

    • How to Verify Accelo Account

    • Accelo Navigation Toolbars

    • Accelo Module: List Navigation

    • Accelo for Service Managers

    • Service Manager Admin Logging

    • Service Manager Timesheet Reporting