Account Management 101

Account Management is one of the most in-demand roles in business today — but most people doing it never got proper training. They learned on the job, made expensive mistakes, and figured things out the hard way.

This course changes that.

Account Management 101 is a practical, no-fluff program built specifically for the Egyptian and Arab market. Whether you’re just starting out or already working in the role, this course gives you the foundation, the frameworks, and the real-world tools to manage clients with confidence — and grow in your career faster.

Level

Beginner
Total Enrolled

1
Duration

3 hours
Certificate

Certificate of completion

What Account Management really means — and how it differs from Sales
How to think like a Farmer and build long-term client relationships that grow
The difference between Proactive and Reactive AMs — and how to become the first
How to navigate the realities of the Egyptian market without burning out
Why Product Knowledge is just as important as people skills
How to manage client expectations, reduce churn, and increase LTV
The daily habits, tools, and systems that high-performing AMs actually use

Course Content

Why Great Account Managers Are More Than Just a Pretty Face
Before you learn the skills, you need to get the mindset right. This module gives you the full picture of what Account Management actually is — not just the job description version, but the real thing. You'll walk away knowing how to think about your role, your clients, and your place inside a business. By the end of this module, you'll know: What Account Management really means and how it differs from Sales The Farmer Mindset — and why retention beats acquisition every time How to think and act Proactively before problems find you What the AM role actually looks like in the Egyptian market Why knowing your product is just as important as knowing your client This is the foundation everything else in the course is built on.

What is Account Management — Role, Mindset & How It Differs from Sales

02:17
The Farmer Mindset — How Great Account Managers Think

06:16
Proactive vs Reactive — The Mindset That Defines Your Career as an Account Manager

05:38
The AM Reality in Egypt — Expectations vs What Actually Happens on the Job

05:59
Know Your Product — Why Great Account Managers Are More Than Just a Pretty Face

04:53
Module 1 — Foundation Check

The Client Lifecycle — How to Take Over, Build Trust & Manage Accounts Like a Pro
Knowing Account Management in theory is one thing. Knowing how to actually handle a real client — from the moment you receive them to the end of the first month — is another. This module takes you through the full early lifecycle of a client relationship, step by step. From the handover meeting with Sales, to understanding who you're really dealing with, to running your first official meeting, managing expectations, delivering early wins, and building a documentation system that keeps everything from falling apart. By the end of this module, you'll know how to: Take over a new account from Sales without losing the trust they built Read your client as a person — not just a brief or a contract Run a Kick-off Meeting that sets the tone for the entire relationship Say no, set limits, and manage expectations without damaging the relationship Execute a clear week-by-week plan for your first 30 days with any new client Build a documentation system that protects you, your team, and your clients This is where theory becomes practice — and where good Account Managers separate themselves from the rest.

The Client Handover — How to Take Over an Account Without Losing the Trust Sales Built

05:47
Understanding Your Client — Personality, Decision Style & What’s Really Going On Behind the Scenes

08:43
The Kick-off Meeting — How to Start a Client Relationship the Right Way

08:15
Managing Client Expectations — How to Say No, Set Limits & Still Keep the Relationship Strong

00:00
The First 30 Days — How to Build Trust, Deliver Quick Wins & Set the Tone for the Entire Relationship

06:56
Account Documentation — How to Build a Client Record That Protects You, Your Team & the Relationship

07:48
Module 2 — Client Lifecycle Check

Client Communication & Workflow — How to Manage the Day-to-Day Without Burning Out
Knowing how to manage a client relationship is one thing. Knowing how to manage the daily reality of messages, meetings, follow-ups, tasks, and reports — without losing your mind — is another. This module is the most operational in the course. It takes everything you learned about clients and relationships and translates it into the systems, scripts, and habits that make your day actually work. By the end of this module, you'll know how to: Take control of WhatsApp, email, and calls — and use each one for the right purpose Write messages that get responses without damaging the relationship Manage your tasks and priorities across multiple clients without dropping the ball Follow up professionally without sounding like you're nagging Send weekly updates that build trust, protect you, and keep clients calm — even when results aren't perfect This is where Account Management stops being theory and becomes a daily practice.

Managing Client Communication — WhatsApp, Email & Calls Without Losing Your Mind
Writing Like a Pro — Tone, Scripts & Ready-to-Use Templates for WhatsApp & Email
Running Client Meetings — How to Walk In With a Plan and Walk Out With a Decision
Managing Your Tasks & Time — How to Handle 10 Clients Without Losing Your Mind
The Art of Follow-Up — How to Chase Without Being Annoying or Losing Your Authority
Client Reporting — How a Simple Weekly Update Builds More Trust Than a 12-Page Report
“No” — How to Push Back on Clients Without Losing the Relationship
Communication & Productivity Check

From Brief to Execution — How to Align, Protect & Deliver Without the Drama
Most project problems don't start during execution — they start before it. A vague brief, the wrong questions, a missed approval step, or one "small" request that quietly becomes three… and suddenly the team is burned out, the client is disappointed, and nobody knows exactly what went wrong. This module gives you the systems and language to prevent exactly that. You'll learn how to ask the right questions before work starts, turn client ideas into a brief your team can actually execute, navigate Egypt's unpredictable approval cycles without losing your timeline, and handle scope creep professionally — without damaging the relationship or becoming the person who always says no. By the end of this module, you'll move through every project with more clarity, less chaos, and a lot fewer surprises.

The Organized AM — Systems, Follow-Up & Execution That Actually Work
Knowing what to do is one thing. Having a system that makes sure it actually gets done — on time, at the right quality, without burning out yourself or your team — is something else entirely. This module is about building that system. You'll learn how to create a single task control center that tracks every client, request, and follow-up in one place. You'll develop a follow-up style that keeps your internal team moving without making them feel watched. You'll learn how to set and protect deadlines with both clients and team members — and what to do the moment you realize you won't make it. And you'll build an early warning habit that catches fires before they start, not after they've already spread. By the end of this module, you won't just be more organized — you'll have a daily operating system that runs your accounts instead of your accounts running you.

No Review Yet