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UK-based. Working with sales teams across Europe.
The Sales House

Existing-client sales · beginner

Beginner Account Manager Bootcamp

Three practical days to build account-management foundations: smooth handovers, trusted relationships, issue handling, QBRs and relevant account growth.

Starting in sales can feel like learning several jobs at once. Developing sellers need more than another set of tips, and account managers need a pathway built for existing clients rather than new-business prospecting. We understand the different starting points. Choose the bootcamp that matches your role and experience.

Enquire About This Lab Explore the course
Two sellers role-playing a customer conversation while a colleague observes
The Sales House
Explore. Practise. Perform.

Duration

3 days · 9:30am–5pm each day

Group size

8–10 delegates

Format

Face to face

Price — Face to face

Price on request

+ VAT

where understanding becomes useful —

Why this course matters

New account managers need a foundation that joins client care with commercial responsibility.

What you’ll explore in the Lab

Designed for new account managers and people moving into an existing-client role, this three-day bootcamp builds a clear approach to caring for and developing accounts. Start with handovers, introductions and understanding the customer’s expectations. Practise relationship-building conversations, active listening and responding to issues with clear ownership.

Then connect stakeholder mapping, account reviews and customer needs to appropriate cross-selling opportunities. The final day brings the learning together through QBR practice and a coached account plan. Leave with tools for your first client meetings, a review format and a practical plan for managing your portfolio.

a real challenge. a purposeful response.

The challenges this addresses

  • Customer handover promises or ongoing account ownership unclear
  • New account managers reacting to requests without a plan
  • First client meetings missing clear expectations and stakeholder context
  • Cross-selling suggestions made before exploring relevant customer needs

What this can change at work

A strong start in account management joins client care with commercial purpose. New account managers practise handovers, introductions, issue handling and customer-focused reviews, then connect those foundations to appropriate expansion opportunities. Managers gain a clearer structure for supporting the first month, while the business can encourage consistent ownership, more thoughtful client contact and account development rooted in what the customer actually needs.

Prepared first conversations

New account managers check handover promises and prepare introductions that clarify customer expectations, ownership and the purpose of the relationship.

Issues visibly owned

Customer issues receive a named owner and a clear follow-up action, rather than being passed between colleagues without an agreed response.

First-month account plans

New starters build stakeholder contact plans and prepare customer-focused QBRs, using identified needs to explore relevant expansion rather than generic cross-selling.

Explore. Practise. Perform.

Less theory. More application.

What participants will practise

Realistic sales scenarios, role-play and peer feedback around structured handovers and customer introductions and understanding commitments, expectations and customer outcomes. Where helpful, participants work on their own live (or anonymised) opportunities.

What they’ll take away

Take-away materials with the questions, frameworks and techniques covered, plus a short personal action plan for the next customer conversations where the skill matters.

How we help it stick

Reflection and action planning are built into the session. Reinforcement such as manager guides, follow-up labs or coaching depends on the programme you choose and is agreed with you.

How we make learning stick

Inside the workshop

Delivered face to face at your business HQ or a local WeWork arranged on request, subject to availability and agreed venue and travel costs. 8–10 delegates learn through demonstrations, small-group exercises and customer-conversation practice. Each day develops the same account scenario so new managers can connect individual skills to the wider customer journey. Facilitator and peer feedback support a personal 30-day action plan.

explore it. practise it. take it with you. —

Your Beginner Account Manager Bootcamp agenda

This sample schedule is adapted around your team, with breaks agreed before delivery.

Day 1 — Start the relationship well

Get the foundations right.

  1. Morning

    Handover and introductions

    Check commitments and practise a first customer meeting.

  2. Afternoon

    Build trust and handle issues

    Listen for priorities, agree expectations and rehearse issue resolution.

Day 2 — Understand and develop the account

Connect relationships with customer value.

  1. Morning

    Stakeholders and relationship coverage

    Build a map and purposeful contact plan.

  2. Afternoon

    Cross-selling and QBR preparation

    Explore needs-led growth and build an outcomes-led review format.

Day 3 — Bring it together

Practise with feedback and prepare for work.

  1. Morning

    QBR presentation practice

    Present a customer review, handle questions and agree actions.

  2. Afternoon

    Account clinic and first-month plan

    Review account priorities, CRM habits and next steps with peers.

Make Beginner Account Manager Bootcamp relevant to your business

Tell us where you want to make progress with structured handovers and customer introductions. We can discuss suitable workplace examples, priorities and access needs before agreeing the scope. This workshop brings people together face to face; UK and European delivery arrangements are agreed with your organisation.

Discuss a customised version

What the training covers

The scope below sets out the subjects covered. Workplace examples and practice are shaped around your team within the booked format.

  • Structured handovers and customer introductions
  • Understanding commitments, expectations and customer outcomes
  • Listening, relationship building and issue resolution
  • Stakeholder mapping and contact planning
  • Cross-selling based on customer needs
  • QBR preparation, formats and presentation
  • Account priorities, CRM habits and a 30-day action plan

What’s included in your booking

Your booked time and format
3 days · Face to face · 8–10 delegates.
Included in every course
  • Interactive, facilitator-led learningLive, hands-on sessions built around practice and participation.
  • Group discussionsShared conversations about real situations, so people learn from each other as well as the facilitator.
  • Breakout exercisesSmall-group practice, role-play and problem-solving, online or in the room.
  • Take-away materialsCourse materials, tools and templates to use back at work.
Facilitated learning and practical application
The subject coverage, exercises and facilitator feedback described above, with space to connect the learning to relevant workplace situations. The workshop description sets out the specific plans, prompts or tools developed in this course.

Follow-up coaching, refresher sessions and additional delivery days are not automatic inclusions; any additions are agreed in your proposal. Travel, venue arrangements and any software licences are confirmed separately where relevant. Prices exclude VAT.

Outcomes

The capabilities delegates work towards through the training and practice:

  • Prepare a handover and a first client conversation
  • Respond to an issue with clear ownership and follow-up
  • Map stakeholders and plan regular relationship contact
  • Recognise and explore a relevant expansion opportunity
  • Prepare and practise a customer-focused QBR
  • Build a realistic first-month account-management plan

the next conversation is where it counts —

Take it back to work.

Choose a real situation where you want to apply the learning. Use it to turn an outcome into a manageable first step, then reflect on what changes.

Choose

Start with one priority: Prepare a handover and a first client conversation.

Apply

Try the approach in a relevant task or conversation. Note what felt useful and what you would adapt.

Review

Reflect on what happened, seek feedback where appropriate and choose your next step. Follow-up support can be discussed separately.

Bring this topic to your next event

We can discuss adapting Beginner Account Manager Bootcamp into a keynote or large-group session, focusing on the themes most relevant to your audience. Depth, activities, timings and any follow-up depend on the format and package you choose; an event session is not a substitute for the full course.

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Build essential sales skills and the confidence to prospect, ask better questions and handle objections through coached live practice.

3 days · 9:30am–5pm each day8–10 delegates

Course synopsis

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  • Understand each stage of the sales process
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Included in every course

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your sales team. your priorities. your programme. —

Build your own sales programme.

Combine courses, focus on your skills gaps and shape the learning around your sales cycle. Standard workshops run with 8–10 delegates; BDR and MEDDPICC sessions have a maximum of eight; Sales Leadership workshops run with 6–8. Smaller bespoke cohorts can be discussed, with pricing agreed for your programme.

Your people. Your priorities.Ready to sell better? Build your programme.A programme shaped around your people — and the progress you want to make.

Where better selling begins.

Your team doesn’t need more slides. They need skills that stick.

Know you need help? Book a relaxed, no-obligation 30-minute call. We’ll talk through your team and challenge, and you’ll leave with an honest view of the options — no brief or programme needed.

Book a Discovery Call Enquire about this course