Client Management course box
Course 5Intermediate29 lessons

Client Management

CRM systems, AI tools, and the referral engine that makes every client worth three.

Enroll Now · $697Or get all 9 courses in the Club for $297/mo
Who This Is For

This course is built for you if

The Curriculum

What you'll learn

8 modules, 29 lessons. Slide-based video lessons you can take at your own pace.

  1. Introduction
  2. The Power of Client Management
  3. Delivering Exceptional Experiences
  4. Managing SOI Relationships
  5. Leveraging CRM & AI Tools
  6. Securing Referrals
  7. Overcoming Challenges
  8. Your 30-Day Action Plan
The Toolkit

Your deliverables

5 done-for-you tools included. These aren't worksheets for the sake of worksheets; they're the actual systems used in the field.

Agent Boundaries & ExpectationsClient Communication TemplatesClient Follow Up FlowchartClient Intake Form + Qualifying QuestionnaireClient Journey Map

Take this course. Or take everything.

This course on its own: $697, one time.

Or join the Club: all nine courses, over $7,000 of training, plus weekly live coaching for $297/month.

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