
Built to Scale™
Build the systems, governance, capital plans and leadership that let your business scale without losing control.

Programs · Executive Education
Program overview
Grow lifetime client value with onboarding, account planning, scope control and referral systems.
Client Management and Business Development covers the systems that grow lifetime client value. It works through onboarding that sets expectations, communication rhythms and reporting, account planning and expansion opportunities, handling difficult clients and scope creep, referral generation and the retention discipline that makes existing clients more valuable than new ones.
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Systems for onboarding, account planning, referral generation and client retention.
On passing the assessment you receive a certificate for this Executive Education program. Verification arrangements for this program are stated at enrollment. Issued under Credence Institute certification.
If you want to know who leads this program before you apply, ask us and we will tell you.

If you are funding someone else’s studies, here is what you are paying for. Client Management & Business Development is an Executive Education program taking 8 weeks, examined and credentialed, and issued with a certificate that any employer can verify publicly at any time. It prepares the learner for client onboarding and account planning, client retention and referral generation, and managing difficult clients and scope creep. With the learner’s consent we will confirm enrollment, attendance and completion to you in writing at each stage.

Dates for the next cohorts are being confirmed. An advisor can tell you when this program next runs, and put you on the list for it.
Ask an advisor about datesMultiple payment options are available, with installments on programs of six weeks and longer. Employers can be invoiced directly against a purchase order or a letter of undertaking.

Build the systems, governance, capital plans and leadership that let your business scale without losing control.

Turn revenue into stable profitability with the systems, team performance and operating rhythm that keep a business steady.

Design service systems that create customer loyalty through journey mapping, service standards and complaint recovery.
