Take a look inside the course

Course Curriculum

    1. Getting Ready to Rock!

    2. Exclusive Instructor-led Live Events (Zoom)

    1. Module 1 Lesson Plan

    2. Pre-Reading: 10 Commandments of Market Research Client Management

    3. Pre-Reading Quiz: 10 Commandments [Action Required]

    4. Getting Started with Client Management [Video Lesson]

    5. Getting Started with Client Management [Slide Viewer]

    6. Getting Started with Client Management [Slide File Download]

    7. Quiz A: Building an Insights Engine [Action Required]

    8. Checkpoint A: Managing Clients Means Managing Client Communications [Action Required]

    1. Module 2 Lesson Plan

    2. Client Management Strategies [Video Lesson]

    3. Client Management Strategies [Slide Viewer]

    4. Client Management Strategies [Slide File Download]

    5. Addressing Common Client Management Challenges & Best Practice Solutions [Downloadable Job Aid]

    1. Module 3 Lesson Plan

    2. Setting & Managing Client Expectations [Video Lesson]

    3. Setting & Managing Client Expectations [Slide Viewer]

    4. Setting & Managing Client Expectations [Slide File Download]

    5. Planning An Effective Market Research Project Post-Mortem [Downloadable Job Aid]

    6. Checkpoint B: Managing Red Flags [Action Required]

    7. Checkpoint C: Client Types Deliverables [Action Required]

    1. Module 4 Lesson Plan

    2. Proactive Client Management [Video Lesson]

    3. Proactive Client Management [Slide Viewer]

    4. Proactive Client Management [Slide File Download]

    5. Checkpoint D: Client Management in Action [Action Required]

    1. Recommended Reading & Viewing

    2. Kickoff Meeting Template and Facilitation Guide

About this course

  • 31 lessons
  • 1.5 hours of video content

Course Overview

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: 

  • Manage different types of clients (by being prepared for variations in client participation and engagement)
  • Choose your own client management “persona”
  • Use 6 specific steps to implement a client management process that works
  • Identify common “red flags” and have strategies for an effective, positive resolution

As a student, you get lots of helpful videos, readings, and reference material.

Watch the preview below.

Meet Your Instructor

Michelle Legros

Independent Research Consultant

With deep insights leadership experience at companies including UnitedHealth Group, U.S. Bank, GfK, and The Toro Company, Michelle is an insights leader who brings strategic and practical insights solutions to help organizations answer key business questions. Michelle has spent more than 25 years on both the client and supplier sides of insights & marketing research. She has built and led insights functions for Fortune 100 companies. In addition, she has mentored countless marketing research, marketing and product development professionals across many industries in the art of insights & research. Michelle has executed hundreds of quantitative and qualitative projects across many methodologies. Some of her favorite experiences include launching customer experience/NPS programs, groundbreaking segmentation initiatives and conducting qualitative projects. When she’s not studying people, Michelle is traveling the globe with her family. They have made it to five continents together—and counting!

Ready to Rock?

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