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Free course template · Global

Client account management for agencies: Relationships, reporting and growth

A ready-made course, live deck and three surveys for account executives. AhaSlides tracks progress, completion and scores for you. 40 minutes, 5 lessons, 10-question final check. Last reviewed 13 November 2026; not legal advice.

By AhaSlides

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Client account management for agencies: Relationships, reporting and growth: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 2 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's result on the 10-question final check, against the 80% pass mark.

  • What landed

    Survey results show what people took away and what to change next time.

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5 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: The role · 8 min

    Before you begin · Translator, planner and advocate · Our account structure

  • Lesson 2: Running the relationship · 11 min

    Status meetings, contact reports and actions · Good contact report or poor one? · Practise · Check your understanding

  • Lesson 3: Reporting results · 8 min

    Outcomes, not activity · Quarterly review structure · Practise

  • Lesson 4: Risk and growth · 8 min

    Early warning signs · Growth that serves the client · Say this, not that

  • Lesson 5: Final assessment · 5 min

    Final assessment · Course complete

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Often taught together

Courses teams often run alongside this one.

Also listed in

  • Marketing Courses
  • Global
  • AhaSlides
  • Professional & business services
  • Marketing & media agencies
  • Sales teams
  • Customer service & support
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Common questions

Yes. The course, the live deck and all three surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

At onboarding or as continuing professional development, with a yearly refresher (best practice).

Account executives, account managers and new account directors; run by the client services director or agency MD.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Link to your live session deck
  • Link your quarterly review template
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and all three surveys into your AhaSlides account in one click.

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