Course Curriculum
Getting Ready to Rock!
Pre-Reading: 10 Commandments of Market Research Client Management
Pre-Reading Quiz: 10 Commandments [Action Required]
Lesson Plan
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]
Lesson Plan
Client Management Strategies [Video Lesson]
Client Management Strategies [Slide Viewer]
Client Management Strategies [Slide File Download]
Client Management Challenges Best Practices [Downloadable Job Aid]
Lesson Plan
Setting & Managing Client Expectations [Video Lesson]
Setting & Managing Client Expectations [Slide Viewer]
Setting & Managing Client Expectations [Slide File Download]
Checkpoint B: Managing Red Flags [Action Required]
Checkpoint C: Client Types Deliverables [Action Required]
Planning Your Post-Project Feedback [Downloadable Job Aid]
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
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 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.
We are committed to advancing the work, and careers, of Market Research & Insights Professionals
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.
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!
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.
Teams of 5 or more students are offered team pricing. For more information, please see our Team Pricing page.
