Client Relationship Excellence


Great client relationship management is much more than managing clients and monitoring their behaviours.  It has the potential to change the client relationship with a company and increase revenues in the process.


CRM is a business philosophy and a mindset.


This is professional skills course focused on the methods for maintaining and developing client relationships to increase profitability and client retention.


Who is this training for?


Client Relationship Excellence Training is for anyone in a client facing role needing to develop a more confident approach to maintaining and growing client relationships. It is appropriate for all levels of experience and can be tailored to your requirements.


Practical Outcomes


You will leave the course with the skills and confidence to manage, meet and exceed your client’s expectations. You will be able to build rapport and trust quickly using simple and effective techniques whilst looking to add value to all relationships.

“The content was very useful and it was an really exciting experience. James is a very charismatic person who opened my eyes to my customers needs.”

Gabriela Kwasna, Estimating and Design – Polsteel UK 

You will learn:


  • The importance of client care in the business environment
  • What is service excellence and what does it mean
  • Delighting your clients
  • Building rapport and creating strong working relationships
  • Communicating with your clients
  • Deliberate Acts of Relationship Enhancement (D.A.R.E™)
  • Questioning and listening skills
  • Understanding client behaviours and styles
  • Handling complaints and resolving difficult situations positively

Enthusiastic, passionate about his work and willing to share his knowledge and experience is the phrase that comes to mind when I think about James. I’ve had the pleasure of attending his seminars on “Client Relationship Excellence” and “Advanced Networking & Strategy”, during which James really helped me reach the next level. And, of course, his open-mindedness and outgoing personality really helped all of us enjoy these sessions on both a professional and personal level.

Gaelle Bernard, Director – Atoz, Tax Advisors Luxembourg

Contact me


Please do get in touch to discuss your specific needs. You can email me at,
or call on + 44 (0) 7736 831151.


I look forward to being in touch.