Core Curriculum
A Curriculum Evolved from Experience
Each of Bravalia’s training workshops are derived from decades of experience across myriad clients, industries, methodologies, and more. The content of each workshop is organized around two central knowledge segments: Account Basics and The Three Pillars of Account Management. Each workshop delivers a progressively deeper exploration of the topics within each segment.
All workshops follow a similar agenda:
Account Basics
The Account Basics module centers on developing basic skills common to any client services professional responsible for a relationship with an internal or external clientele. Think of this module as the Boot Camp of client services — it’s truly foundational and will be built upon later in the workshop. Included within this module are the following topics:
The Client Services Model
Account Responsibilities
Mueller's Hierarchy of Account Needs
The Account Plan
Financial Management
Pipeline Management
The Three Pillars of Account Management
The Three Pillars of Account Management module builds upon the Account Basics module with learnings, best practices and tools that will be used to build strong, trusted relationships with clients and other stakeholders and to bring the account to its full potential. Included within this module are the following topics:
Pillar #1: The Client
The Client Organization/Stakeholders
Client Goals & Motivators
Onboarding a New Client
Assuming Control of an Existing Client
Master Agreements, NDA's
Working with Procurement
Working with 3rd Parties
Expanding Across the Client Organization
Client Satisfaction
Best Practices
Pillar #2: The Team
Team Organization/Stakeholders
Team Goals and Motivators
Participating in Pitches
Staffing
Sharing Across Client Services
Best Practices
Pillar #3: The Work
Contracts and Scope
Managing Expectations
Managing to Scope
Change Management
Status Reporting/Communications
Invoicing
Deliverables
Tools & Technology
Best Practices
Don't bunt. Aim out of the ball park. Aim for the company of immortals.
- David Ogilvy