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Effortless Client Management

In this course you will learn how to improve communication, set manageable expectations, and write professional emails.

Created byJennah Mitchell
IntermediateUpdated Jun 17, 2020

What You'll Learn

  • check_circleLearn how to set clear expectations with clients from the start.
  • check_circleDiscover simple techniques to improve client communication.
  • check_circleMake your emails more professional and impactful.
  • check_circleStrengthen relationships with clients, colleagues, and customers.

About This Course

This course offers simple yet powerful tips for effective client management that are easy to apply in everyday work. While many strategies may seem like common sense—such as setting expectations early—they are often overlooked, and it's the small details that can significantly impact client relationships.

Participants will also learn how to enhance the professionalism of their emails and improve communication with clients, customers, and colleagues. These practical skills will help build stronger relationships and foster trust in any professional setting.

Course Content

4 activities • 23 videos • duration: 1h 13m

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Introduction-Part11 videos • 0 min
  • videocamIntroduction: Welcome to the course!
    Duration 0:35
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Training Clients and Setting Expectations-Part13 videos • 5 min
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Taking Small But Powerful Steps-Part13 videos • 5 min
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Professional Email Writing-Part116 videos • 1 hour

Your Instructor

Jennah Mitchell

Entrepreneurs and Online Educators

menu_book2 courses
star21 reviews

Derrick and Jennah have been business owners and online educators since 2008; they teach business development, graphic design, productivity, writing, client management, and other topics to more than 110,000 students across multiple platforms.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.0 out of 5
Student's Choice
16 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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