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Course outline and testimonials below.
Registerย HEREย if you'd prefer an invoice or have multiple enrollees.

  1. Let's Get Started

    7 lessons
    1. Welcome
    2. Introduce Yourself
    3. Program Overview
    4. Syllabus ๐Ÿ“„
    5. Ask Us Anything
    6. Working Together
    7. โœ“ Check Your Progress

  2. Clients hire you to be led.ยฎ

    6 lessons
    1. Context #2
    2. Core #2
    3. Connection #2
    4. Checkout
    5. Module Review
    6. ๐Ÿ”“ Unlock Whatโ€™s Next

  3. Finding Time to Do the Work

    10 lessons
    1. Context #3
    2. Batch
    3. Best Work
    4. BLUF
    5. Bonus Hours
    6. Bounce
    7. Build Systems
    8. Checkout
    9. Module Review
    10. ๐Ÿ”“ Unlock Whatโ€™s Next

  4. High-Performing Teams

    6 lessons
    1. Context #4
    2. Core #4
    3. Connection #4
    4. QuickShift #4
    5. Checkout
    6. Module Review

  5. Strategic Planning

    6 lessons
    1. Context #6
    2. Core #6
    3. Connection #6
    4. QuickShift #6
    5. Checkout
    6. Module Review

  6. Renewal

    6 lessons
    1. Context #7
    2. Core #7
    3. Connection #7
    4. QuickShift #7
    5. Checkout
    6. Module Review

  7. Marketing

    6 lessons
    1. Context #8
    2. Core #8
    3. Connection #8
    4. QuickShift #8
    5. Checkout
    6. Module Review

  8. Decisions & Implementation

    6 lessons
    1. Context #9
    2. Core #9
    3. Connection #9
    4. QuickShift #9
    5. Checkout
    6. Module Review

  9. Open Enrollment

    6 lessons
    1. Context #10
    2. Core #10
    3. Connection #10
    4. QuickShift #10
    5. Checkout
    6. Module Review

  10. Post-Open Enrollment

    6 lessons
    1. Context #11
    2. Core #11
    3. Connection #11
    4. QuickShift #11
    5. Checkout
    6. Module Review

  11. Ongoing Client Management

    6 lessons
    1. Context #12
    2. Core #12
    3. Connection #12
    4. QuickShift #12
    5. Checkout
    6. Module Review

  12. New Business

    6 lessons
    1. Context #5
    2. Core #5
    3. Connection #5
    4. QuickShift #5
    5. Checkout
    6. Module Review

  13. Let's Keep Going ๐Ÿš€

    2 lessons
    1. Post-Academy Development Plan
    2. Program Certificate

  14. Share Feedback

    1 lesson
    1. Testimonial

  15. ๐Ÿงฐ Tools & Resources ๐Ÿงฐ

    3 lessons
    1. Microsoft Office Tech Tips - Build Systems
    2. Peer Review - Bonus Hours
    3. Points vs. Percent

Kyle Nelson - HUB International

The Account Manager Essentials program is, well, ESSENTIAL for any member of our service team. Jenn has found the key to successfully communicating years of experience into a streamlined course that is perfect for Account Managers of any experience level. I loved this course and am excited to make it a permanent part of onboarding for new team member.

Judy Murphy - Gallagher

GenuineShift challenged me to think differently about how I manage my time, priorities, and client work. The concepts were practical, relevant, and easy to apply right away. One of the most valuable parts of the experience was Jenn's willingness to engage beyond the course content. Whenever I reached out with a question or real-life situation, she provided thoughtful suggestions, additional resources, and new perspectives. My advice to future participants: be intentional and take advantage of the opportunity to participate in this program and don't hesitate to reach out.

Damion Thomas - OneDigital

This training provided a comprehensive view of the full client lifecycle, from winning business and building a strategic plan all the way through Post-Open Enrollment and Ongoing Client Management. It pushed me to think beyond my current role and develop a broader understanding that will strengthen my contributions going forward. The concept that resonated most throughout the training is that clients hire us to be led. That is a principle I will carry with me and apply to every decision I make going forward. Thank you for the investment in this training.