Client & Account Management Mastery

Unlock Your Agency’s True Potential: Build Profitable, Long-Lasting Client Relationships

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Buy Now From Just £189

Tired of losing profits and juggling demanding clients?

This course will transform your agency by mastering client management.

Clients Want More for Less

When I ran my agency, we were constantly chasing client satisfaction, often over-delivering at the expense of our time and profits. This led to unprofitable projects, longer hours, and strained client relationships. Despite our efforts, retention was poor, and we were always scrambling for new clients, creating a vicious cycle of burnout and unsustainable practices.

The Turning Point

Realising this wasn’t sustainable, we made a change. By focusing on delivering high-quality, profitable work and retaining our best clients, we turned things around. This shift not only improved our client relationships but also allowed us to grow into a successful, award-winning agency with 7-figure revenue.

The Solution: Two Key Steps

Our success came down to two critical actions:

1. Deliver excellent, profitable work.

2. Retain your best clients and let go of unprofitable ones.

Client retention boosts revenue, and profitable work ensures you can afford to deliver exceptional results, creating a sustainable and thriving agency.

Rob with mug on hand

Why Choose This Course?

I’ve been where you are - managing an agency, over-servicing clients, and feeling the stress of constant firefighting. Early in my career, my team and I over-delivered on every project, thinking it would help us stand out. Instead, it led to burnout and diminishing profits. Once I implemented strategic client management practices, our profits grew, my team became more efficient, and client relationships improved. That transformation inspired me to develop this course, so you can avoid the mistakes I made and grow your agency sustainably.


My 30+ years of experience growing and selling an agency gives me unique insights. I've helped over 450 agencies achieve sustainable growth. This course is designed specifically for SME agency owners looking to master client management without sacrificing personal time.

Rob Da Costa

Toolkit for Client Retention

Retaining and growing your best clients is far easier with the right tools. Without strong systems to manage relationships, you risk burnout and losing key clients. That’s why I developed this course—grounded in my experience coaching hundreds of agencies to solve these exact challenges.

Why Client Management Matters

Even if you manage clients well, your team might not. Many agencies don’t train staff in client management, leading to over-servicing and reduced profitability. Effective client management isn’t just about avoiding extra work—it’s about thinking strategically, spotting growth opportunities, and building strong partnerships. Without these skills, scaling your agency becomes much harder. This course equips your team to manage clients effectively, boosting both profitability and respect.

  • No-Nonsense Practical Training
    Rob’s straightforward approach gives us clarity and confidence. His insights into agency challenges are invaluable - Amanda Williams, Storm Communications

What You’ll Get:

In this course, you’ll learn how to:

  • Increase client retention and profitability
  • Make client relationships more rewarding
  • Equip your team with tools to manage and grow accounts
  • Join a community of like-minded agency owners
  • You’ll also have ongoing access to Q&As with 'me' via your digital coach, AskRobAnything. 

Powered By AI (Value: £999+)

Enhance your learning experience with your AI Agency Coach, AskRobAnything
  • Personalised Support: Enrol in the Client & Account Management Mastery Course and gain access to AskRobAnything, your digital AI coach that provides real-time, tailored responses to your questions. This means you’ll have immediate support whenever you need it, enhancing your learning journey.
  • 24/7 Availability: With AskRobAnything, you’ll never feel stuck. Get guidance and insights at any time, allowing you to move forward confidently as you implement what you learn.
  • Practical Integration: Throughout the course, AskRobAnything will help you apply concepts in real-world scenarios, bridging the gap between theory and practice.
  • Ongoing Access: Not only will you benefit from expert guidance, but you’ll also have continued access to AskRobAnything for ongoing learning, ensuring you can tackle new challenges as they arise.

WATCH THIS WALKTHROUGH

Key Topics Covered in This Course:

  • Empathy-Driven Client Relations: Learn how to build genuine connections with clients, enabling you to better meet their needs, command higher fees, and produce outstanding work.
  • Breaking the Over-Servicing Cycle: Stop the profit drain and discover strategies to streamline your services for greater profitability.
  • Value-Based Pricing & Selling: Shift your mindset to get paid what you're truly worth, not just for your time.
  • Client Retention & Growth Strategies: Master techniques to retain and grow your best clients, turbocharging your agency's profitability.
  • Navigating Tough Conversations: Equip yourself with tools to manage difficult discussions, ensuring you achieve your objectives without unnecessary conflict.
  • Effective Management: Learn to manage both staff and clients effectively for a smoother agency operation.

And much more!

By the End of This Course, You Will Be Able To:

  • Confidently Navigate Client Interactions: Manage clients in any situation with ease.
  • Foster Strong Client Relationships: Develop a deeper understanding of your customers to cultivate lasting connections.
  • Sell Based on Value: Master value-based selling to earn the prices you deserve while boosting profits.
  • Set Boundaries with Grace: Politely but firmly address scope creep, ensuring clients respect your limits.
  • Utilise Essential Management Tools: Implement powerful time-tracking, capacity management, and project management systems.
  • Present Yourself with Confidence: Shine in front of peers and clients alike.
  • Practice Active Listening: Enhance your professional relationships through effective listening.

Transform Your Agency and Your Life

  • Reduce Churn, Maximise Profit: A 5% increase in client retention can boost your profits by 50%. We’ll teach you strategies to retain ideal clients, saving you time and money.
  • Charge What You’re Worth: Stop underselling your value. Learn to position your services based on outcomes, not hours.
  • Streamline Client Communication: Set clear expectations and boundaries, reducing unnecessary back-and-forth.

Unlock the tools to grow your agency

 Get Started Today From Just £189
The Frank Agency
  • Training that makes a difference!
    "Rob’s training has brought our management team together, driving clear, actionable growth strategies. The difference in focus is night and day!" - Jim Gilroy, The Frank Agency

How This Course Benefits You:

This course is designed for ease of use, allowing you to learn at your own pace and apply what you’ve learned immediately.

You’ll enjoy lifetime access to all course materials, making it simple to revisit specific topics whenever challenges arise in your agency.

Plus, any team member who interacts with clients can benefit from the valuable insights provided, making this course an excellent addition to your development plans.

And don’t forget, with the support of AskRobAnything, your digital AI coach, you’ll have on-demand assistance to reinforce your learning and tackle client management challenges with confidence.

At just one-third the cost of a single face-to-face coaching session with me, this course is an incredible value. Empower yourself with the best practices in client management and set your agency on the path to the success you envision.

Hope to see you on the inside soon!

Cheers

Rob

Rob in purple shirt
  • CHANGED HOW WE MANAGE OUR CLIENTS!
    Rob ran the client & account management workshop with me and my team and as a consequence, helped us improve our client management and sell value rather than time. This has resulted in 3 major changes for us. Firstly, we have increased our fees. Our clients now understand the VALUE we bring so don't argue about price, and consequently we pitch with much more confidence!
    A great investment of £2,500!
    - Lucy Davison, Mustard Marketing

How the Course is Structured

Introduction
  • Lesson 1: Introduction and how to use your AI Digital Coach
The role of a client/account manager
  • Lesson 2: What is the role of a client or account manager?
  • Lesson 3: The key to great client management and customer service
Understanding your clients
  • Lesson 4: Understanding your customers
  • Lesson 5: Step by step guide to creating your customer personas
  • Lesson 6: How to use your customer personas
  • Lesson 7: Creating accountability with client
Managing client expectations and delivery levels
  • Lesson 8: How to stop over servicing
  • Lesson 9: The difference between a 'standard' service and an 'extra'
  • Lesson 10: How to say NO to clients
  • Lesson 11: Dealing with project change and costs
  • Lesson 12: Further help (using your AI Digital Coach)
Handling difficult situations
  • Lesson 13: Empathy v sympathy
  • Lesson 14: How to handle difficult clients
  • Lesson 15: 8 steps to dealing with difficult customers
  • Lesson 16: Giving difficult feedback
  • Lesson 17: Further help (using your AI Digital Coach)
Planning
  • Lesson 18: Seeing the bigger picture - operating in context
  • Lesson 19: Creating project plans
  • Lesson 20: Running effective client meetings
  • Lesson 21: Further help (using your AI Digital Coach)
Systems & tools to support client management
  • Lesson 22: The importance of time recording and capacity planning
  • Lesson 23: Tools to aid communications with clients
  • Lesson 24: Team working & collaboration tools
  • Lesson 25: Further help (using your AI Digital Coach)
Growing existing clients
  • Lesson 26: Strengthen your relationships with existing clients
  • Lesson 27: Planing meetings
  • Lesson 28: Account development planning
  • Lesson 29: Asking for client testimonials)
  • Lesson 30: Seeking referrals from clients
  • Lesson 31: Further help (using your AI Digital Coach)
Managing a team
  • Lesson 32: Different demographics - in your team and your clients
  • Lesson 33: Running an effective meeting
  • Lesson 34: Communicating effectively
  • Lesson 35: Being a great leader
  • Lesson 36: Improving understanding with clients
  • Lesson 37: Being heard
  • Lesson 38: Active listening
  • Lesson 39: Further help (using your AI Digital Coach)
Course Wrap-up
  • Congratulations you are now equipped to effectively manage your clients!
BONUS: Presentations skills mini course
  • Lesson 40: Introduction 
  • Lesson 41: The secrets to presenting with confidence
  • Lesson 42: Why public speaking is important
  • Lesson 43: Why is public speaking scary?
  • Lesson 44: Conquering your nerves
  • Lesson 45: Knowing your subject
  • Lesson 46; Practice!
  • Lesson 47: Geting 'in the zone'
  • Lesson 48: Good & bad presentations
  • Lesson 49: The ideal presentation
  • Lesson 50: Stage presences
  • Lesons 51: Body Languages
  • Lesson 52: Visual aids: PowerPoint
  • Lesson 53: Visual aids: Cue cards
  • Lesson 54: Visual aids: Whiteboards
  • Lesson 55: Tips for delivering a great presentation

FAQs

Below are some of the commonly asked questions about the programme

Who is this course aimed at?

Anyone who wants to learn to manage their clients better. If you’re a solopreneur, a leader of a small agency, or a seasoned account director looking to upskill yourself and your team, this course will help you. However, it is NOT suitable for non-client facing staff.

When does the course start and finish?

The course starts now and never ends! It's a self-paced programme aiming to improve your client service and account management supported by your own digital coach who is available 24/7 to answer any questions you have!

Why chose your course?

I’ve worked in the agency sector since 1992. After running my own award-winning agency for 11 years, I eventually sold up and then transitioned into coaching other business owners. Over the past 18 years, I’ve worked with 450+ agencies of all shapes and sizes… and in that time, I’ve seen a lot (both good and bad).

There’s no reason why you should have to make mistakes others have already made - learning from the successes and failures of someone else is the fastest way to shortcut your learning curve.

That’s why I’ve distilled all of my client management best practices into this convenient course: to give you an insight into what works, what doesn’t, and how you can use this information to take your business to the next level (without suffering so many of the problems that plague those who try to go it alone).

And better still you have access to all my knowledge via your own digital coach, AskRobAnything.

What if I have a question about the course?

After you enrol in this course, you'll get access to your own AI Digital coach, AskRobAnything - available to answer any and all your questions, 24/7.

How long do I have access to the course?

How does lifetime access sound? After enrolling, each student has unlimited access to this course - across any and all devices you own.

How Long Do I Have Access To The Digital Coach?

You will have ongoing use of AskRobAnything (based on a fair use policy) so you can continue getting support after you complete this programme

 Monthly Plans 

Single Payment

 £498 (+VAT) 


  • Save £69 by paying in full
  • Lifetime access 
  • Comprehensive Client Retention Strategies
  • Step-by-Step Account Growth Framework
  • Downloadable Templates & Tools
  • Powered by AI Digital Coach, AskRobAnything
Enroll NOW

3 x Installments

 £189 (+VAT) 

 (Save £494 Vs Monthly)

  • Spread the cost over 3 months
  • Lifetime access 
  • Comprehensive Client Retention Strategies
  • Step-by-Step Account Growth Framework
  • Downloadable Templates & Tools
  • Powered by AI Digital Coach, AskRobAnything
Enroll NOW
  • VITAL CLIENT & ACCOUNT MANAGEMENT TRAINING
    We are using Rob's client & account management training to upskill all our staff. Not only does the course teach them best practice but it gives them all the skills, tools and a common set of templates to build great plans and manage clients with clarity & confidence. It also is helping them upsell to customers and has played a significant part in increasing our client retention rates & profits. The course has been hugely valuable!
    - Anita Waddell, Agility Marketing