Empower Your Team to Excel in Client Retention and Growth

Learning and Development Matters


In today's competitive landscape, effective client servicing is more than just a necessity — it's a strategic advantage. Our Learning and Development services are designed to empower your team with the essential skills and knowledge to not only meet but exceed client expectations. By investing in training, you ensure that your team not only understands the intricacies of client retention and growth but also masters the art of building lasting relationships. This commitment to excellence in service delivery is crucial for building loyalty, enhancing client satisfaction, and driving sustainable business growth.

Each training session can be tailored to your agency’s specific requirements, or a complete bespoke training session compiled based on your needs.


Before you can start to think about growing your clients, you need to understand WHO you should be focusing your attention on for growth.

This practical training session will take you through the step on how to identify your strategic and growth accounts and look at whether you have got the right split of accounts in your agency.


An Account Plan is useless without an action plan aligned to it.

This practical training session will cover topics such as:

  • Importance of Account Plans for your client and agency

  • What to include in your account plan and why

  • Stakeholder mapping & profiling

  • How to action your plan effectively


Acquiring new clients can be 5 to 25 times more expensive than retaining existing ones, which is why focusing on client growth is essential.

This practical training session will cover topics such as:

  • Importance of client growth as a key driver of agency success (over new business)

  • Identifying trigger points & opportunities

  • Evolution of programs

  • Referrals


Create loyal clients, enhance your brand reputation, and achieve sustainable growth through creating meaningful connections.

This practical training session will cover topics such as:

  • Definition and importance of Meaningful Connections

  • Key components to meaningful conversations

  • Cultural difference

  • Identifying Opportunities

  • Recognising cues


Not all requirements can fit into a box, and we understand this.

Our training sessions can be tailored to your specific agency needs.

Just get in touch and we can discuss your challenges and requirements and create a bespoke training session, fit for your agency.