Client Management for TISIs

Course description


This course details the client management process for Trade and Investment Support Institutions (TISIs). Placing particular emphasis on the role of TISI Client Managers, the creation of an Export Support Plan, and management and review activities, the course focuses on providing concrete solutions to assist TISIs in implementing effective client management as a part of their client relations activities.

After completing this course, participants will be able to:

Grasp the importance of client management for TISIs;
Understand the role of TISI Client Managers in the client management process;
Link the 5 stages of the client management process with specific actions to be performed; and
Assess the appropriate review and remedial activities to implement.


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Participants who meet the course requirements will receive a Certificate of Completion issued in electronic format.


Lecture 1
Introduction to Client Management for TISIs (L172)
Lecture 2
Client Managers and the Client Management Process (L173)
Lecture 3
The Five Stages of the Client Management Process (L174)
Lecture 4
The Management and Review of Client Management (L175)
Case Study Exercise (C055)
Case Study Exercise (C055)
Certificate of Achievement
Client Management for TISIs Login to Sign Up
Course Language
English ‎(en)‎
Next start date
15, July 2024
Time required
4 hours over 2 weeks
Course fee
Free of charge
Course access
Open for enrollments
Tutor Information

Miyoba Lubemba (Tutor)

management getting clients crm export client management export support plan client relations tisis support strenghten business support organizations trade and development