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Become a Master of Client and Account Management (Udemy.com)

Learn how to effectively manage, retain and grow clients

Created by: Robert Da Costa

Last updated April 2025

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What you will learn

  • How to use AI to support your client & account management (new for 2025)
  • Confidently manage clients in all situations
  • Better understand your customers to ensure a great relationship
  • Stop over servicing
  • Learn how to say no to a client
  • Handle project change
  • Give difficult feedback
  • Learn about the best tools and techniques for time management and capacity planning
  • Create project plans
  • Present with confidence
  • Ensure your can charge your clients when the ask for additional work

How it compares

Against the other 1,210 rated Udemy courses in Business on CourseDuck:

  • Rating4.4 out of 5higher than 27% of them
  • Reviews2,479#264 of 1,211 by number of reviews
  • Length3.2 hourslonger than 53% of them
  • Last updatedApril 2025earlier than 61% of them

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Course Description

(New content on using AI to support your account management now added)

Did you know that repeat customers on average, spend 67% more than new customers?

If you need to manage clients on an ongoing basis and have a challenge around:

  • Over-servicing;

  • Coping with project change;

  • Selling on value rather than time;

  • Retaining and growing clients;

  • Having difficult conversations;

Then this course is a must for you! It now has over 6,000 students!

It covers everything you need to know from the role of the account/client manager to how to put plans together, manage challenging clients and have difficult conversations. What to do about 'scope creep' and how to stop overservicing.

As well as my insight and experience, you will also get access to tools and templates to help you effectively manage clients - resulting in longer-term relationships and growing revenues.

New for 2025 is a section on using AI to support your client & account management.

By the end of the course you will:

  • Understand how to use AI to support your client & account management.

  • Confidently manage clients in all situations 

  • Better understand your customers to ensure a great relationship

  • Manage changes to requirements without the need to over service

  • Learn how to politely but firmly push back on clients and say NO when necessary

  • Understand the importance of time recording, capacity management and project management tools

  • Present yourself in front of your peers and clients with confidence

  • Learn Active Listening skills

I developed this course because of demand from my clients and public courses I deliver. I wanted to be able to share my 30+ years of experience with a wider audience at a cost-effective price.

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Instructor Details

Robert Da Costa

Rob has 25+ years of commercial business experience from working in blue chip companies to starting, growing and selling his own successful PR, Marketing and Design agency. 

In 1991 he started his own marketing agency and over the next 11 years built an award winning business with 25 staff and revenues in excess of £1.5m.  He sold the business in 2002 and then retrained to become a coach and mentor. Since forming Da Costa Coaching in 2007 he has been helping owner-managed businesses to start and grow their business in a profitable and sustainable way.

His coaching style is business and results focused, empathetic yet challenging.  He is totally passionate about facilitating clients to get the fast positive results and is excited to launch a series of online coaching workshops.  Having spent 10 years helping 100s of businesses, he now wants to share his knowledge and experience with a wider audience via his online business courses

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Reviews

4.4

2,479 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Leila Marilyn Fajardo Sabillon on 7/15/2026

El ritmo, tono de voz y el hecho de que solo es discurso, siento que no estoy aprendiendo tecnicas. Compre este curso para poder aprender a ussar tecnicas y recursos, herramientas o aplicaciones que hace este rol mas efectivo dentro de una empresa.

By Jessica Olmedo on 6/4/2026

I enjoy thinking about the different personas on the client end and thinking deeper about the approach being more targeted than general customer service.

By Naxrita on 5/25/2026

The course is very informative and easy to understand. The concepts are explained clearly with practical examples, and it helped me improve my understanding of client and account management. Overall, it has been a good learning experience so far.

By Mary Hansen on 5/7/2026

Thanks Rob for sharing your expertise and insights into client and account management. I took this course to prepare for an account management job interview next week and I am much more confident than I was before.

By Sulola Israel Oluwaseun on 4/28/2026

Taking Become a Master of Client and Account Management was an insightful and practical experience for me. The course strengthened my understanding of how to build and maintain strong client relationships, manage accounts strategically, and communicate more effectively with stakeholders. I especially appreciated the real-world examples and actionable techniques that made the lessons easy to apply in my day-to-day work. It improved my confidence in handling client expectations, deepened my account management skills, and gave me a more structured approach to delivering value to clients. Overall, it was a highly beneficial course that enhanced both my professional capability and confidence.

By sundeep mundle on 2/13/2026

Everything is so well explained and the flow is perfect. The time allotted for each section is also good as it is not lengthy and keeps you attentive.

By Tirna Mitra on 2/5/2026

It is a good course, me as a person who has learnt Account Management on the go, somebody saying scenarios out loud, gives confidence and a different perspective of solution approach.

By Chantal Pilon on 1/12/2026

The volume was all over the place, and I didn't like the AI aspect of the course. I didn't choose to learn about AI and felt forced to learn about it to get my course completion.

By Leon Jin on 1/1/2026

first of all, clearly understand what kind of characters your client have and need to consider how to get their work more easier and align with the client focus accordingly

By Patricia Rivera Bolaños on 12/19/2025

La información es clara y concisa, solo el volumen del audio es un poco bajo y hay que esforzarse un poco para escuchar bien. No logre subir más el volumen. Muy buena información y concisa.

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Overall Score : 88 / 100