Bespoke Client Growth & Client Success Programmes for Account Teams
Build stronger client partnerships, increase confidence, and unlock sustainable growth across your agency
Why this Workshop?
This is not a one-size-fits-all workshop.
This is a flexible, practical programme that’s designed around your agency’s specific challenges, client mix, and team capability. It can be delivered to your whole agency or tailored specifically for your Client Services team, with sessions selected and shaped based on where you need the most impact.
Unlike the six-week online Strategic Advisor Mastery Programme, this approach allows you to combine topics, formats, and levels of depth to suit your goals. Every session is grounded in real accounts, real conversations, and immediate application, so teams can put what they learn into practice straight away.
Programme Structure
Sessions are modular and can be delivered as standalone workshops or combined into a wider programme. Below is an example structure, which can be adapted based on your priorities.
Morning: Strategic Growth Planning & Relationship Building
Partnership Evolution – Move beyond delivery to truly become a trusted advisor. You’ll explore the vendor–partner–advisor spectrum and assess where you sit today with your clients through a live partnership spectrum activity.
Strategic Client Understanding – Learn how to gather and interpret client insights that go deeper than surface-level. Using our client research framework and archetypes, you’ll carry out a structured client deep dive to uncover hidden needs and opportunities.
Strategic Growth Planning – Build an actionable roadmap for growth. You’ll apply our account planning framework, carry out stakeholder mapping and SWOT analysis and use opportunity-spotting techniques to create a growth timeline for one of your own accounts.
Regular Strategic Touchpoints – Understand how to keep relationships on track. You’ll work with our frameworks for meaningful QBRs and ongoing strategic conversations that go beyond status updates.
Afternoon: Mastering Communication & Confident Selling
Understanding Communication Styles – Discover how to use DISC profiles to read client preferences and adapt your approach. Through a communication style assessment, you’ll identify how to flex your style to build influence and trust.
Effective Communication Techniques – Master the art of powerful conversations. You’ll practice active listening, explore open vs closed questioning, and learn how to uncover implicit as well as explicit client needs.
Objection Handling & Negotiation – Build confidence in difficult conversations. You’ll use the ACES framework and 4P Negotiation Model to practice handling real client objections and turn pushback into opportunities.
Confident Selling Approach – Learn how to identify and unlock growth opportunities. You’ll use the services matrix, cross-sell and upsell techniques, and lifecycle marketing strategies to spot ways to add value to existing accounts.
FAQ
How interactive are the workshop?
Very. The sessions are built around discussion, live exercises, and applying frameworks to real accounts. You won’t just sit and listen – you’ll work.
Do I need to prepare anything before attending?
Yes, we’ll typically ask you to bring one live client account to focus on. This ensures you leave with a practical plan to take back to your agency.
How is this different from the online programme?
The online programme is a five-week deep dive with additional workshops, homework and ongoing Slack support. The in-person workshop is an intensive one-day session focused on practical frameworks and immediate application.
Will there be follow-up support?
Yes – after the session, you’ll receive copies of all slides, frameworks and exercises, plus recommendations for how to continue embedding the learning into your daily client work.