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 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:
- 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
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2
Module 1: Getting Started with Client Management
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Pre-Reading: 10 Commandments of Market Research Client Management
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Pre-Reading Quiz: 10 Commandments [Action Required]
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Lesson Plan
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Getting Started with Client Management [Video Lesson]
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Getting Started with Client Management [Slide Viewer]
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Getting Started with Client Management [Slide File Download]
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Quiz A: Building an Insights Engine [Action Required]
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Checkpoint A: Managing Clients means Managing Client Communications [Action Required]
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3
Module 2: Client Management Strategies
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Lesson Plan
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Client Management Strategies [Video Lesson]
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Client Management Strategies [Slide Viewer]
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Client Management Strategies [Slide File Download]
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Client Management Challenges Best Practices [Downloadable Job Aid]
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4
Module 3: Setting & Managing Client Expectations
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Lesson Plan
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Setting & Managing Client Expectations [Video Lesson]
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Setting & Managing Client Expectations [Slide Viewer]
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Setting & Managing Client Expectations [Slide File Download]
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Checkpoint B: Managing Red Flags [Action Required]
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Checkpoint C: Client Types Deliverables [Action Required]
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Planning Your Post-Project Feedback [Downloadable Job Aid]
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5
Module 4: Proactive Client Management
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Lesson Plan
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Proactive Client Management [Video Lesson]
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Proactive Client Management [Slide Viewer]
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Proactive Client Management [Slide File Download]
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Checkpoint D: Client Management in Action [Action Required]
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6
Bonus Resourses
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Recommended Reading & Viewing
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Kickoff Meeting Template and Facilitation Guide
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7
Assessment
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Your Research Rockstar Status Awaits: Final Assessment
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Meet Your Instructor
Michelle Legros
Independent Research Consultant
Frequently Asked Questions
We are committed to advancing the work, and careers, of Market Research & Insights Professionals
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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.
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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!
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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.
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Can I get a group discount?
Teams of 3 or more students are offered Team Pricing. Please see our Team Pricing page.