Course curriculum

    1. Written Materials

    1. Account Management Metrics

    1. Time Preservation

    2. Retention Efforts Overview:

    3. AM's role in Retention

    4. Client Retention Process

    5. Proactive Retention Efforts

    1. Account Management Client Renewal Meetings

    1. Wrap Up Emails

    1. Account Management Referral Generation

About this course

  • 14 lessons
  • 0 hours of video content

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