Business, Commerce and Management Studies Generic Management

Client Process Communication And Follow Up Training

SAQA US 115500 | NQF 4 | Credits 4 | Duration 1 Day
From $691 per delegate

Description

This course equips participants with the skills to manage client communication processes effectively, ensuring professional and timely follow-up. It focuses on structuring interactions, handling queries, and maintaining client relationships to enhance service delivery.

Learning Outcomes

  • Apply structured communication processes to manage client interactions from initiation to closure.
  • Analyze client feedback to identify areas for improvement in communication and follow-up.
  • Evaluate the effectiveness of follow-up strategies using key performance indicators.
  • Design a systematic follow-up plan that aligns with client expectations and organizational standards.
  • Implement communication protocols that ensure consistency and professionalism across all client touchpoints.
  • Demonstrate the ability to handle difficult client conversations with empathy and resolution.

Target Audience

This course is designed for client-facing staff, including account managers, sales representatives, and customer service agents, who need to improve their communication and follow-up processes.

Prerequisites

None — open enrollment.

Course Outline

Day 1: Client Process Communication and Follow Up

Objectives:
• Understand the principles of effective client communication and process management
• Develop skills to structure and manage client interactions from initial contact to follow-up
• Apply techniques to ensure client satisfaction and long-term relationship building
• Learn to document and track client communication for accountability and improvement

Topics:
• Introduction to client process communication: importance and key concepts
• Stages of client communication: initial contact, needs assessment, proposal, and follow-up
• Effective verbal and written communication techniques for client engagement
• Strategies for managing client expectations and handling objections
• Documentation and tracking of client interactions using CRM tools
• Follow-up protocols: timing, methods, and best practices
• Building long-term client relationships through consistent communication
• Practical exercises: role-playing client scenarios and feedback

Practicals

No practicals for this training.

This course is made up of exercises and case studies delivered alongside the theory — no separate practical sessions are required to complete it.

Summatives

Each delegate is assessed continuously throughout the course and a final summative test at the end.

Daily Exercises — 30%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 30% to the final total.

Final Test — 70%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 70% to the overall mark.

Final Total
Component Out of Weight
Daily Average (multiple choice) 100% 30%
Final Test (multi-answer multiple choice) 100% 70%
Final Total 100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Daily Average 30% + Final Test 70%).

How it works
  • Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
  • Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
  • You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
  • If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.
Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.

Upcoming Training Sessions
Online training — attend live sessions from anywhere via our virtual classroom.
Start End Delivery Season Price Action
Wed 09 Sep 2026 Wed 09 Sep 2026 Virtual Spring 2026 $691 Register
Tue 29 Sep 2026 Tue 29 Sep 2026 Virtual Spring 2026 $691 Register
Mon 19 Oct 2026 Mon 19 Oct 2026 Virtual Spring 2026 $691 Register
Mon 07 Dec 2026 Mon 07 Dec 2026 Virtual Summer 2026 $691 Register
Fri 15 Jan 2027 Fri 15 Jan 2027 Virtual Summer 2026 $691 Register
Thu 18 Feb 2027 Thu 18 Feb 2027 Virtual Summer 2026 $691 Register
Wed 03 Mar 2027 Wed 03 Mar 2027 Virtual Autumn 2027 $691 Register
Tue 09 Mar 2027 Tue 09 Mar 2027 Virtual Autumn 2027 $691 Register
Mon 15 Mar 2027 Mon 15 Mar 2027 Virtual Autumn 2027 $691 Register
Fri 11 Jun 2027 Fri 11 Jun 2027 Virtual Winter 2027 $691 Register
Thu 01 Jul 2027 Thu 01 Jul 2027 Virtual Winter 2027 $691 Register
Wed 21 Jul 2027 Wed 21 Jul 2027 Virtual Winter 2027 $691 Register
Tue 07 Sep 2027 Tue 07 Sep 2027 Virtual Spring 2027 $691 Register
Mon 27 Sep 2027 Mon 27 Sep 2027 Virtual Spring 2027 $691 Register
Fri 22 Oct 2027 Fri 22 Oct 2027 Virtual Spring 2027 $691 Register
Mon 06 Dec 2027 Mon 06 Dec 2027 Virtual Summer 2027 $691 Register
Fri 31 Dec 2027 Fri 31 Dec 2027 Virtual Summer 2027 $691 Register
Thu 20 Jan 2028 Thu 20 Jan 2028 Virtual Summer 2027 $691 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 498 sessions across 26 venues
Start End Venue Season Price Action
Mon 03 Aug 2026 Mon 03 Aug 2026 Johannesburg, South Africa Winter 2026 $1,226 Register
Tue 04 Aug 2026 Tue 04 Aug 2026 Mauritius Winter 2026 $2,468 Register
Wed 05 Aug 2026 Wed 05 Aug 2026 Cape Town, South Africa Winter 2026 $1,712 Register
Thu 06 Aug 2026 Thu 06 Aug 2026 Dubai, UAE Winter 2026 $3,872 Register
Fri 07 Aug 2026 Fri 07 Aug 2026 Pretoria, South Africa Winter 2026 $1,037 Register
In-House training — we bring the trainer to your organisation, tailored to your team.
Start End Delivery Season Price Action
Thu 17 Sep 2026 Thu 17 Sep 2026 Your Premises Spring 2026 $896 Register
Wed 07 Oct 2026 Wed 07 Oct 2026 Your Premises Spring 2026 $896 Register
Tue 27 Oct 2026 Tue 27 Oct 2026 Your Premises Spring 2026 $896 Register
Tue 15 Dec 2026 Tue 15 Dec 2026 Your Premises Summer 2026 $896 Register
Mon 18 Jan 2027 Mon 18 Jan 2027 Your Premises Summer 2026 $896 Register
Fri 26 Feb 2027 Fri 26 Feb 2027 Your Premises Summer 2026 $896 Register
Thu 11 Mar 2027 Thu 11 Mar 2027 Your Premises Autumn 2027 $896 Register
Wed 17 Mar 2027 Wed 17 Mar 2027 Your Premises Autumn 2027 $896 Register
Tue 23 Mar 2027 Tue 23 Mar 2027 Your Premises Autumn 2027 $896 Register
Mon 14 Jun 2027 Mon 14 Jun 2027 Your Premises Winter 2027 $896 Register
Fri 09 Jul 2027 Fri 09 Jul 2027 Your Premises Winter 2027 $896 Register
Thu 29 Jul 2027 Thu 29 Jul 2027 Your Premises Winter 2027 $896 Register
Wed 15 Sep 2027 Wed 15 Sep 2027 Your Premises Spring 2027 $896 Register
Tue 05 Oct 2027 Tue 05 Oct 2027 Your Premises Spring 2027 $896 Register
Mon 25 Oct 2027 Mon 25 Oct 2027 Your Premises Spring 2027 $896 Register
Tue 14 Dec 2027 Tue 14 Dec 2027 Your Premises Summer 2027 $896 Register
Mon 03 Jan 2028 Mon 03 Jan 2028 Your Premises Summer 2027 $896 Register
Fri 28 Jan 2028 Fri 28 Jan 2028 Your Premises Summer 2027 $896 Register
Training Discounts
Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% off per 5 delegates, up to 40% for 100+

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