Take a look inside the course

Course Curriculum

    1. Getting Ready to Rock!

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

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

    3. Lesson Plan

    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. Lesson Plan

    2. Client Management Strategies [Video Lesson]

    3. Client Management Strategies [Slide Viewer]

    4. Client Management Strategies [Slide File Download]

    5. Client Management Challenges Best Practices [Downloadable Job Aid]

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

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

    7. Planning Your Post-Project Feedback [Downloadable Job Aid]

    1. 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

  • 29 lessons
  • 0 hours of video content

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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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!

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 5 or more students are offered team pricing. For more information, please see our Team Pricing page.

Ready to Rock?

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