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. Tap any module to see what it covers.

Welcome
Why the way you manage clients decides whether they come back and refer you. A preview of the systems you'll build.
The Foundations of Client Management
The basics of staying organized and responsive so nothing slips. How small touches build long-term trust.
Delivering a VIP Experience
How to make every client feel looked after, whatever their budget. The service details that get you remembered and recommended.
Managing Your Sphere of Influence
How to stay in front of past clients and contacts without feeling like a nuisance. The follow-up rhythm that keeps you top of mind.
CRM & AI Tools
The tools that let you manage more clients without dropping the ball. How to set up a simple system that runs itself.
Securing Referrals
How to ask for and earn referrals on purpose, not by chance. Turning one happy client into several.
Overcoming Challenges
Handling difficult clients, quiet stretches, and dropped follow-ups. How to keep relationships healthy over time.
Action Plan
Your plan to set up a client system and referral engine. The steps to put this into practice.
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.

Client Journey MapClient Intake Form + Qualifier QuestionnaireClient Follow Up FlowchartClient Communication TemplatesAgent Boundaries & Expectations

Take this course. Or take everything.

This course: $697 one-time. Every course plus weekly coaching: $297/month.

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