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The Client & Account Management Mastery Course 

The proven process for winning ideal customers, earning bigger profits, freeing up time and building better client relationships

Rob holding a mug

If you’re reading this, it’s probably because you want to learn how to manage your clients more effectively.

Maybe you even have specific challenges you’re dealing with right now. If that’s the case, you’re in the right place!

I know when I ran my own agency, we were beholden to our clients. We were expected to bend over backwards to keep them happy, and do whatever was necessary to keep their business. Sadly, our constant need to please didn’t help us do better work. In fact, all we got from it was longer working hours, unprofitable projects, and lukewarm client relationships. In the end, our customer retention wasn’t even that good, as we were stretched too thin to really deliver a great experience to our customers - despite our best intentions.

Because our retention rates were low, we had to constantly look for new clients. To satisfy and retain these new clients, we would try to over-deliver early on in the relationship… which created unrealistic expectations for what we could sustain over the long-term.

Of course, this is not the smart way to run a business. It wasn’t sustainable in the least - burnout (both staff and my own) loomed on the horizon unless I changed something quick.

To ensure the long-term survival of my agency, I had to change our approach to something better. And with our new way of doing things, we were able to get out of the never-ending cycle of loss and acquisition we had been mired in, eventually building the agency into an award-winning business with 7 figures in revenue and 25 staff.

It didn’t happen overnight, but this shift towards a better way of handling our business helped us to survive and thrive as an agency.

I know it helped me on a personal level too - gone were the long days and sleepless nights. Instead, I started to enjoy the work again, looked forward to meeting with satisfied clients, and had enough free time to live a life outside the office.

But you’re probably wondering… what is this better way? It’s two-fold:

1. Focus on delivering excellent, profitable work to your clients

2. Retain & grow your best customers, and fire your unprofitable ones

This is simple, not easy - but both of these steps are very important.

Client retention deserves your attention because, on average, repeat clients spend up to 67% more than new customers (that’s without considering the costs you incur in finding new clients).

Doing great work matters because that’s what sets you apart as an agency, when all is said and done. And if the work isn’t profitable, then you won’t be able to afford to make it as great as it needs to be.

That’s all well and good, but how do you go about retaining your best clients and firing your worst ones? How do you find the time you need to deliver the kind of work that satisfies your clients? And how do you ensure you team get this and are able to deliver a consistent experience to your clients?

About Rob

I have 30+ years of commercial business experience. After beginning my career by working in various blue chip companies, I took the leap In 1991 to start my own marketing, PR and design agency. Over the next 11 years, I grew the business into an award-winning agency with 25 staff and revenues in excess of £1.5m. In 2002, I sold the business and then retrained to become a coach and mentor. Since forming Da Costa Coaching in 2007, I have helped over 450 agencies to grow in a sustainable, profitable and enjoyable way.

Rob Da Costa

Retaining and growing your best clients is a whole lot easier when you have a powerful toolkit for doing so. Unless you want to suffer the stress of 16-hour work days and the constant threat of key customers abandoning you, you need to create systems for managing client relationships.

That’s why I developed this course: it’s born out of my real-world experience coaching hundreds of agencies in multiple industries, designed to address the problems they typically experience in this area.

And remember - even if you don't struggle to manage your clients, it's possible that your team do. It's an area agencies rarely train their staff in.

In my coaching practice, I've seen time and again that agency managers (being as busy as they are) rarely have time to teach their team members how to handle clients effectively. As a result, these under-equipped employees end up over-servicing clients, diminishing your profitability and damaging the respect clients have for you over the long-term.

This happens because we don't take the time to really train our people in client management. Believe me, being able to manage clients effectively is about more than just avoiding over-servicing.

  • It's being able to look at an account strategically
  • It's learning to see the opportunity for additional revenue when it arises
  • It's about building partnership rather than 'client/supplier' relationships

It's all these things and more. Unless your team possesses the crucial skills of effective client management, you'll struggle to scale your agency as much as you wish. This course will will become a crucial part of your team's development.

If you want to:

  • Dramatically increase the average length a client stays with you
  • Make each of your clients more profitable and fun to work with
  • Develop a set of powerful tools that you (and your team, if you have one) can use to manage and grow your clients
  • Create a community of like-minded agency staff and owners (so you can continue the debate and learning long after this course is finished
  • Have ongoing access to me for webinars and live Q&As

Then you should consider enrolling in the Client & Account Management Mastery Course.

Additionally, everyone who enrols in this course will be invited to join an exclusive closed mastermind group, where you’ll get the chance to network with fellow business owners and ask me your most pressing business questions and get answers in real-time.

This is the next best thing to hiring me to work with you one-on-one (for which my packages generally start around £2,000) - and you’re getting it for free when you enrol in this course.

A few of the IMPORTANT topics covered in this course:

  • How to build empathy with your clients so you can meet their needs better, get paid more, and do great work
  • The over-servicing epidemic: STOP NOW and become more profitable
  • Value-based pricing and selling (getting paid what you’re worth, not just for your time)
  • How to retain and grow your best clients to supercharge your agency’s profitability
  • How to navigate difficult conversations (so you achieve your goals without getting bogged down by conflict)
  • Managing staff and clients effectively

And much, much more

By the time you have completed the course you'll be able to:

  • Confidently manage clients in all situations
  • Better empathise with your customers to build great relationships with them
  • Sell on value so you earn the prices you deserve - and enjoy bigger profits too
  • Politely but firmly reject “scope creep” (so clients respect your boundaries)
  • Implement a variety of powerful time recording, capacity management & project management tools
  • Present yourself well in front of peers & clients with confidence
  • Engage in active listening - a valuable asset in any professional setting

But more than that… you’ll be able to take back charge of your business and direct it to grow into everything you know it can be.

Building the skills of effective client management will help you to boost your agency’s profitability, get paid what you’re worth, and have enough free time to enjoy a life outside the office too.

I know that I would probably still be struggling today if I hadn’t taken the time to develop these skills - and the same goes for my clients too. The impact this course will have on your agency is significant.

Finally, to give you an idea of how you can use this course:

  • The course is delivered in bite-sized chunks over the course of 4 weeks. This means you can easily fit it in around your “day job”
  • Once you’ve completed the course, you’ll be able to use it as an ongoing reference library. With lifetime access to all lessons upon completion, addressing specific issues, challenges or situations as they occur in your agency will be a breeze
  • You’ll also be able to use this course to facilitate ongoing development of staff. Any team member that interacts with clients can benefit from the knowledge contained here - it’s great as part of a structured learning & development plan
  • With access to our exclusive mastermind group, you’ll be able to ask questions and get support from fellow agency owners/staff around the world
  • You’ll also have the opportunity to continue your learning by participating in the mastermind group

At just half the cost of one face-to-face coaching session with me, this course is a tremendous bargain. With the power of these client management best practices on your side, you’ll be well on your way to ensuring your business grows into the agency you know it can be over the coming years.

Hope to see you on the inside soon!


Rob in purple shirt
    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

How the Course is Structured


  • Lesson 1: Introduction to your 4 week client & account management mastery course
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
Value Pricing and Value Selling Mini Course

  • Lesson 12: Introduction to Value Pricing & Value Selling
  • Lesson 13: A brief history of agency pricing
  • Lesson 14: What is the client buying?
  • Lesson 15: What is value pricing & selling and why is it so important to you?
  • Lesson 16: The difference between inputs, outputs, outcomes and impact
  • Lesson 17: Setting your price
  • Lesson 18: Setting a pricing context
Secrets to selling

  • Lesson 19: When to have the 'Value' conversation with a prospect
  • Lesson 20: How to have the "Value' conversation
  • Lesson 21: Overcoming barriers and objections that might stop you taking a value selling approach
  • Lesson 22: My top 5 tips when selling your services
Handling difficult situations

  • Lesson 23: Empathy v sympathy
  • Lesson 24: How to handle difficult clients
  • Lesson 25: 8 steps to dealing with difficult customers
  • Lesson 26: Giving difficult feedback
Systems & tools to support client management

  • Lesson 27: The importance of time recording and capacity planning
  • Lesson 28: Tools to aid communications with clients
  • Lesson 29: Team working & collaboration tools

  • Lesson 30: Seeing the bigger picture - operating in context
  • Lesson 31: Creating project plans
Growing existing clients

  • Lesson 32: Growing existing client accounts - Account Development
  • Lesson 33: Strengthen your relationships with existing clients
  • Lesson 34: Getting referrals and testimonials
Managing a team

  • Lesson 35: Different demographics - in your team and your clients
  • Lesson 36: Running an effective meeting
  • Lesson 37: Communicating effectively
  • Lesson 38: Being a great leader
Presentations skills mini course

  • Lesson 39: Intro version 1
  • Lesson 40: Intro version 2
  • 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
Presenting yourself as a peer

  • Lesson 56: Improving understanding with clients
  • Lesson 57: Being heard
  • Lesson 59: Active listening
Course Wrap-up

  • Lesson 60: Congratulations you are now equipped to effectively manage your clients!


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! New lessons will be unlocked for the first four weeks after purchase, and then you’ll have access to them forever.

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 12 years, I’ve worked with 250+ 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).

What if I have a question about the course?

After you enrol in this course, you’ll get an invite to join our exclusive Facebook mastermind group, set up specifically for members of this course. There, you’ll be able to ask as many questions as you wish, and get support from myself and fellow business owners. Additionally, I will also be running regular live Q&A sessions, where you’ll get to ask me your questions in real-time and get an instant answer.

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.

What if I am unhappy with the course?

Customer satisfaction is extremely important to me. I would never want you to be disappointed with your investment. So if you complete 50% of the course (and associated course work) and still don’t think it’s worth your time, you can contact me within 30 days of purchase and I’ll issue you a full refund.

    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