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.

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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.


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

Lecture 1: Introduction to Client Management for TISIs
Lecture 2: Client Managers and the Client Management Process
Lecture 3: The Five Stages of the Client Management Process
Lecture 4: The Management and Review of Client Management
Case Study 1: Case Studies serve as the assessment for this lecture.