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  • Planning Your Client

Results for "planning your client"


  • Status: Free Trial
    Free Trial
    S

    Skillshare

    Client HQ: Streamline Client Project Management with Notion

    Skills you'll gain: Timelines, Project Schedules, Database Design, Workflow Management, Milestones (Project Management), Project Management Software, Database Software, Databases, Relational Databases, Database Management, Client Services, Productivity Software, Project Management, Client Support, Process Management, Collaborative Software, Project Documentation, Process Improvement and Optimization

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Skillshare

    Design Your Creative Career: Portfolio to Clients

    Skills you'll gain: Storytelling, Client Services, Presentations, Logo Design, Visual Storytelling, Sales Presentations, Oral Expression, Brand Strategy, Branding, Sales Prospecting, Business Strategy, Proposal Writing, Case Studies, Business Planning, Portfolio Management, Search Engine Optimization, Goal Setting, Web Presence, Customer Acquisition Management, Creativity

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Geneva

    Planning your Client's Wealth over a 5-year Horizon

    Skills you'll gain: Wealth Management, Portfolio Management, Asset Management, Portfolio Risk, Financial Planning, Investment Management, Investments, Performance Measurement, Financial Services, Finance, Behavioral Economics, Performance Analysis, Risk Management, Market Trend, Risk Analysis, Decision Making, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
    ·
    430 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Build Client Rapport

    Skills you'll gain: Rapport Building, Selling Techniques, Customer Engagement, Trustworthiness, Consultative Selling, Greeting Customers, Relationship Building, Verbal Communication Skills, Client Support, Relationship Management, Sales Support, Business Communication

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    Skillshare

    Learn Notion for Client and Project Management

    Skills you'll gain: Databases, Relational Databases, Project Schedules, Milestones (Project Management), Database Software, Calendar Management, Project Management, Content Management Systems, Client Support, Process Management, Project Documentation, Document Management, Process Improvement and Optimization, User Accounts

    4.5
    Rating, 4.5 out of 5 stars
    ·
    13 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free
    Free
    C

    Coursera

    Design a Client Welcome Kit using Canva

    Skills you'll gain: Canva (Software), Layout Design, Design Elements And Principles, Workflow Management, Design Strategies, Digital Design, Graphic and Visual Design Software, Marketing Collateral, Creative Design, Graphic Design, Marketing Design, Content Creation, Marketing Materials, Color Theory, Portfolio Management, Color Matching, Brand Awareness

    4.7
    Rating, 4.7 out of 5 stars
    ·
    96 reviews

    Advanced · Guided Project · Less Than 2 Hours

What brings you to Coursera today?

  • Status: Free Trial
    Free Trial
    G

    Goodwill Industries International

    Client Intake, Assessments, Skill Analysis and Planning

    Skills you'll gain: Accountability, Recruitment, Client Services, Needs Assessment, Prospecting and Qualification, Gap Analysis, Goal Setting, Coaching, Recruitment Strategies, Community Outreach, Case Management, Critical Thinking, Overcoming Obstacles

    4.6
    Rating, 4.6 out of 5 stars
    ·
    83 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    K

    Keller Williams

    Establish Clients for Life with Sellers

    Skills you'll gain: Real Estate Sales, Real Estate Transactions, Lead Generation, Selling Techniques, Sales Presentation, Prospecting and Qualification, Closing (Sales), General Sales Practices, Sales Prospecting, Client Services, Advertising Sales, Contract Negotiation, Negotiation, Consultative Selling, Transaction Processing, Marketing, Customer Relationship Building, Contract Management, Customer Retention, Rapport Building

    4.4
    Rating, 4.4 out of 5 stars
    ·
    15 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Skillshare

    Freelance Video Editing: Build Strong Client Relationships

    Skills you'll gain: Constructive Feedback, Client Services, Rapport Building, Video Editing, Customer Retention, Selling Techniques, Customer Relationship Building, Relationship Building, Expectation Management, Relationship Management, Account Management, Video Production, Professional Networking, Workflow Management

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    A

    Alex Genadinik

    ABM - Account Based Marketing To Get The Biggest 5% Clients

    Skills you'll gain: Lead Generation, Search Engine Optimization, Account Strategy, Keyword Research, Prospecting and Qualification, Sales Prospecting, Upselling, B2B Sales, Sales Strategy, Marketing Strategy and Techniques, Sales Process, Content Marketing, Demand Generation, Personalized Campaigns, Content Creation

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    K

    Keller Williams

    Establish Clients for Life with Buyers

    Skills you'll gain: Lead Generation, Sales Process, Customer Acquisition Management, Real Estate Sales, Prospecting and Qualification, Real Estate Transactions, Sales Pipelines, Sales Prospecting, Closing (Sales), Customer Relationship Building, Transaction Processing, Consultative Selling, Sales Presentations, Property and Real Estate, Consultative Approaches, Customer experience improvement, Real Estate, Price Negotiation, Contract Management, Negotiation

    4.7
    Rating, 4.7 out of 5 stars
    ·
    26 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Account Managers: Personalizing Client Engagement

    Skills you'll gain: Account Management, AI Personalization, Customer Engagement, Customer Communications Management, Customer experience improvement, Personalized Service, Generative AI, Customer Insights, Customer Analysis, Communication, Predictive Analytics, Scalability, Customer Relationship Management (CRM) Software, Data Ethics, Email Automation, HubSpot CRM, Responsible AI, Business Process Automation, Analytics, Automation

    Intermediate · Course · 1 - 4 Weeks

1234…834

In summary, here are 10 of our most popular planning your client courses

  • Client HQ: Streamline Client Project Management with Notion: Skillshare
  • Design Your Creative Career: Portfolio to Clients: Skillshare
  • Planning your Client's Wealth over a 5-year Horizon: University of Geneva
  • Build Client Rapport: Coursera
  • Learn Notion for Client and Project Management: Skillshare
  • Design a Client Welcome Kit using Canva: Coursera
  • Client Intake, Assessments, Skill Analysis and Planning: Goodwill Industries International
  • Establish Clients for Life with Sellers: Keller Williams
  • Freelance Video Editing: Build Strong Client Relationships: Skillshare
  • ABM - Account Based Marketing To Get The Biggest 5% Clients: Alex Genadinik

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