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Lead Training

Client Lead Training 2.0


Description
Client Leads (CLs) serve as a throughline across all projects aligned to a particular PIE client. Their primary responsibility is client retention and renewal, and growth.

The goal of a Client Lead with PIE is to establish a 'homeroom'-type mentality for your respective cohort of packmates (PLs, Consultants, PCs, Membership Resources) ensuring PIE is our clients' most exceptional partner. The role entails account mapping and client strategy to guide project teams. CLs help inform succession planning for project teammates and ensure optimal resource allocation including membership resources, PC support, and client/project-specific incentive programs.

This role is reserved for Packmates with established client management experience and are designated as Director or Managing Director.
Content
  • Introduction and Overview
  • Introduction and Overview
  • Rubric for Success
  • Client Lead Evaluation and Readiness Framework
  • Client Lead Evaluation and Readiness Pre-Survey
  • Client Happiness and ROO
  • Shifting Mindset - Consultant to Client Lead
  • PIE's Client Segmentation
  • ROO and ROI
  • Learning in Action Assignment - Goals and KPIs Document
  • Module 1 Complete
  • Client Management and Mindset, Retention and a Team-based Approach
  • Client Management and Mindset - Video
  • Client Management, Mindset and a Team-based Approach
  • CL Responsibilities
  • Team Roles and Responsibilities
  • Team Responsibilities (cont.)
  • Visiting a Client
  • Corrections, Touch Conversations and Mistake Management
  • Client Management and Mindset - Learning In Action 1
  • Client Management and Mindset - Learning In Action 2
  • Membership Expectations
  • Learning Check - Membership
  • Module 2- Complete
  • Client Growth, Account Mapping, and Accountability
  • Client Growth and Account Mapping
  • PIE's Service Offerings
  • Client Matrix
  • Growth Responsibilities - Revenue Recognition
  • Growth Responsibilities - Renewals, Pricing and Negotiation
  • Growth Responsibilities - Group Health
  • Module 3 - Complete
  • Final Evaluation and Course Feedback
  • Client Lead Post-Course Test
  • Client Lead Evaluation and Readiness Framework | Course Complete!
  • Client Lead Evaluation and Readiness Post-Survey
  • Toolboxes
Completion rules
  • All units must be completed
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