Here's what the course includes...

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 class, Instructor Kathryn Korostoff 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: 

  • Identify client types so tailored management techniques can be used
  • Choose their own client management “personas”
  • Use 6 specific steps to implement a client management process that works
  • Identify common “red flags” and have strategies for effective, positive resolution

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Course Curriculum

  • 1


    • Getting Ready to Rock!

  • 2

    Key Definitions + Running Kick-off Meetings

    • Pre -Class Assignment: 10 Commandments Quiz (Required)

    • Lesson Plan

    • Key Definitions + Running Kick-off Meetings [Lecture]

    • Key Definitions + Running Kick-off Meetings [Slide Viewer]

    • Key Definitions + Running Kick-off Meetings [Slide File Download]

    • Part 1 Quiz: Building an Insights Engine

  • 3

    Setting & Managing Client Expectations

    • Lesson Plan

    • Setting & Managing Client Expectations [Lecture]

    • Setting & Managing Client Expectations [Slide Viewer]

    • Setting & Managing Client Expectations [Slide File Download]

  • 4

    Bonus Resourses

    • Recommended Reading & Viewing

    • Kickoff Meeting Template and Facilitation Guide

  • 5


    • Your Rockstar Status Awaits: Final Assessment

  • 6

    Our Short Feedback Survey

    • Your candid feedback helps us improve

Meet Your Instructor

Kathryn Korostoff

Lead Instructor, Research Rockstar Founder

Kathryn Korostoff is president and lead instructor at Research Rockstar, the leading independent provider of market research training and staffing services. With a team of 10 instructors and 100+ vetted US-based consultants, Kathryn works to advance market research and insights excellence so that all market researchers can be research rockstars. She has personally directed more than 600 primary research projects in her 25-year career, and has been a featured speaker at American Marketing Association (AMA), AMAI, ESOMAR, Insights Association (AI), and Quirk’s events. Kathryn is also a professor at Boston University, where she teaches graduate students how to communicate quantitative data.

Frequently Asked Questions

We are committed to advancing the work, and careers, of Market Research & Insights Professionals

  • What is 'hybrid eLearning'?

    Many Research Rocksktar students enjoy the schedule flexibility of our on-demand training format. That's great! But for those seeking an interactive experience with real-time instructor demonstrations and support, nothing beats our real-time sessions! All Research Rockstar courses are offered twice a year in real-time. And 24/7 in the on-demand format.

  • Why memberships?

    Most of our students are working professionals with busy schedules. Sometimes they intend to complete training more quickly than the reality of looming project deadlines allow. With a membership, students have access to all of their classes. No time-outs!

  • Can I get a Free Sample?

    Yes. We offer free previews of 5 courses. Just select the course—or courses—of interest. Be sure to watch a lecture, read a case study or even try a sample quiz.

  • Can I get a group discount?

    Teams of 3 or more students are offered Team Pricing. Please see our Team Pricing page.

Ready to Rock?

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