Course Curriculum
Getting Ready to Rock!
Exclusive Instructor-led Live Events (Zoom)
Module 1 Lesson Plan
Pre-Reading: 10 Commandments of Market Research Client Management
Pre-Reading Quiz: 10 Commandments [Action Required]
Getting Started with Client Management [Video Lesson]
Getting Started with Client Management [Slide Viewer]
Getting Started with Client Management [Slide File Download]
Quiz A: Building an Insights Engine [Action Required]
Checkpoint A: Managing Clients Means Managing Client Communications [Action Required]
Module 2 Lesson Plan
Client Management Strategies [Video Lesson]
Client Management Strategies [Slide Viewer]
Client Management Strategies [Slide File Download]
Addressing Common Client Management Challenges & Best Practice Solutions [Downloadable Job Aid]
Module 3 Lesson Plan
Setting & Managing Client Expectations [Video Lesson]
Setting & Managing Client Expectations [Slide Viewer]
Setting & Managing Client Expectations [Slide File Download]
Planning An Effective Market Research Project Post-Mortem [Downloadable Job Aid]
Checkpoint B: Managing Red Flags [Action Required]
Checkpoint C: Client Types Deliverables [Action Required]
Module 4 Lesson Plan
Proactive Client Management [Video Lesson]
Proactive Client Management [Slide Viewer]
Proactive Client Management [Slide File Download]
Checkpoint D: Client Management in Action [Action Required]
Recommended Reading & Viewing
Kickoff Meeting Template and Facilitation Guide
Sample Project Management Plan [Downloadable Job Aid]
Effective market researchers blend market research excellence with client management expertise. After all, disappoint a client one too many times and they’re a former client. Striking this balance can be a challenge. Researchers are often put in the difficult position of juggling client expectations while maintaining budgets, schedules, and suppliers. It can be a lot to handle!
In this market research training course, Instructor Michelle Legros will teach students the fundamental client management skills necessary to establish an effective researcher/client relationship, ensuring that they can work together as a team to successfully manage project risks.
This class also covers techniques for managing common pitfalls in the researcher/client relationship such as onerous questionnaire design processes, dealing with research skeptics, and delivering unexpected research results. With a little training and access to the right tools, researchers can create a strategy that will keep their clients coming back for more!
Upon course completion, you will be able to:
Watch the preview below.
