Course Highlights
This course for people who entertain clients will:
- Offer resources for building robust people files.
- Suggest steps for preparing for events.
- Teach skills for self-introductions and introducing others.
- Provide advice for handling tough situations.
- Give suggestions for following up after an event.
Course Overview
In a world where exceptional experiences are the norm for many clients, this workshop focuses on the critical elements that truly make a difference: meticulous preparation and refined people skills.
The course begins by helping participants articulate clear entertaining goals, setting the foundation for successful client interactions. Participants will learn to build comprehensive people files, an essential tool for personalizing interactions and demonstrating genuine interest in clients. The program then moves into event preparation, covering strategies to avoid uncertainty and ensure smooth execution.
We devote a significant amount of time to enhancing interpersonal skills during events. Participants will master the art of self-introduction, learn techniques for introducing others, and develop their ability to engage in meaningful small talk beyond mundane surface-level conversations. The course also addresses navigating and troubleshooting awkward or difficult situations that may arise during client entertainment.
Finally, participants will learn the importance of post-event follow-up and how to capitalize on the connections made during these interactions.
The following outline highlights some of the course’s key learning points. As part of your training program, we will modify content as needed to meet your business objectives. Upon request, we will provide you with a copy of the participant materials prior to the session(s).
Program Objectives
At this program’s conclusion, participants should be able to:
- Articulate entertaining goals.
- Build comprehensive people files.
- Prepare themselves and others for small talk that goes beyond the weather.
- Introduce themselves and others.
- Troubleshoot awkward or difficult situations.
- Follow up after an event.
Workshop Modules
- Ducks in a Row: Knowing the Goal
- The People Files: Doing Your Homework
- Before Each Event: Avoiding Uncertainty
- At the Event: Blending, Connecting, and Connecting Others
- Getting Unstuck: Troubleshooting Tricks
- After the Event: Benefiting from Your Work
Target Audience
This workshop is designed for groups that want to:
- Entertain clients with greater ease.
- Navigate small talk.
- Develop processes to increase their ROI when entertaining clients.
Suggested Format
- Half-Day Onsite Training Course
Questions This Page Answers About Client Entertaining Training
- My team regularly entertains clients as part of their work, and I would like to make the process easier for them. Who can help?
- Where can I find a course to help my team build relationships with high-net-worth clients?
- Who offers a client entertaining course?