Broader / transferableEnglish confirmed

Robert Da Costa (Udemy instructor)

Become a Master of Client and Account Management

Provider says learners will leave the first AI lesson with an action plan to improve one client-management process.

Check enrollment with provider · English instruction/materials confirmed

Delivery
On-demand Udemy course with 9 sections and 34 lectures. the AI material is one 4-lecture section.
Cost
Ask provider for price
Time commitment
3 h 15 total course. AI section 56 minutes (four lessons: 10:45, 13:50, 18:43, 12:22). Page lists updated April 2025.
Scope
Broader / transferable

What the curriculum covers

  • The broader course teaches customer personas, client accountability, preventing over-servicing, change/cost management, value selling, difficult-client conversations, referrals, client meetings, project planning, retention and account-development planning.
  • Its AI section has four lessons (56 minutes): applying AI to client/account processes, AI ethics and data/privacy disclosure, AI do's/don'ts for relationships, and using AskRobAnything.
  • AI use cases described include client communication, project management, content generation and data analysis.

Published learning outputs

  • Provider says learners will leave the first AI lesson with an action plan to improve one client-management process.
  • AI-use/disclosure and sensitive-data guidelines, per course description.
  • AskRobAnything templates/tools and feedback on client-facing materials are provider-described resources, not course-assessed outputs.
Illustrative coaching learning workflow: bring context, practice a task and check the output
Illustrative workflow for evaluating learning. Ask which steps the course actually includes.

Practice & support

Practice
Four recorded lessons include tool/workflow demonstrations and a stated action plan to apply AI to one client-management process. AskRobAnything is shown as a free digital coach for specific client situations and materials. No graded course assignment was identified.
Feedback
Provider says AskRobAnything offers feedback on client-facing materials. this is a provider-described AI-coach feature, not independent human instructor review or formal course grading.
Certificate
Ask about assessment and certificate terms.

Before you enroll

Price basis
Udemy course enrollment
Required software
Course page says AskRobAnything can be used for free. No third-party AI tool license is said to be included.
Prerequisites
Page asks for a desire to improve client-management skills and includes people new to an account-management role. no AI prerequisite is stated.
Access terms
Udemy course enrollment route. A separate course lesson says Ask Rob Anything can be used for free. this does not make the Udemy course free.
Language
English instruction/materials confirmed
Enrollment
Check enrollment with provider

How this relates to sales

This is a broader curriculum. Compare the relevant modules with your sales task and ask whether you can use your own sales examples.

Compare the fit

Related learning options

Curriculum details from published provider information · reviewed 2026-10-08. Confirm current terms directly with the provider.