Equip Your Team with Real-World Skills in Client Services: Account Planning and Services Course
Presented by VIVO Growth Partners and PassPR.
Many young professionals enter the workforce lacking the confidence and experience they need for the demands of entry and mid-level positions.
That’s why PassPR and VIVO Growth Partners teamed up to create Account Planning and Services. This live and online training course offers valuable solutions for client services agencies seeking to improve the performance of entry and mid-level employees.
Through hands-on projects and expert insights, this course equips employees with the essential skills and confidence needed to excel in their roles, ultimately delivering better results for your agency.
Course Overview
Beginning April 14th 2025, participants will progress through a six-week, self-paced curriculum where they will work on real projects as a part of their coursework. Through a blend of online learning and live 1:1 coaching, they will develop essential skills such as effective communication, account planning, budgeting, and client management.
By the end of the course, they will not only understand the nuances of client services and account planning, but also gain hands-on experience and tangible materials to showcase their expertise.
Course Objectives
At the end of this course, participants will be able to:- Understand the key factors that create conflict in account service.
- Adapt to different client types and their needs.
- How to have productive conversations that foster client relationships.
- Implement strategies for improving systems and processes.
- Create a custom plan to apply your knowledge in real-world scenarios.
Weekly Course Breakdown
Week 1: Why Agency Teams Struggle
Understand the challenges teams face and the core components of agency business models.
Week 2: Addressing Issues Without Judgment
Learn to tackle conflicts constructively and create a psychologically safe environment for team members.
Week 3: Overcoming Common Client Concerns
Discover how to provide exceptional client service by balancing empathy with strategic thinking.
Week 4: Building New Business With Current Clients
Master the art of client expansion and upselling while maintaining customer satisfaction.
Week 5: Improving Systems and Processes
Refine operations to boost productivity and create efficient workflows.
Week 6: Show What You Know
Develop a custom plan that applies everything you’ve learned to a real-world client or non-profit project.
About the Instructors

Dan Farkas 
FOUNDER + CEO, Pass PR
Dan is a Professor of Strategic Communication at Ohio University, where he teaches research, strategy, content creation, measurement, and analytics courses. Dan founded PassPR with the aim to bridge the gap between higher education, the needs of employers, and the capacity of students. As a national thought leader in strategic communication, he has spoken to groups across the country on how to modernize marketing efforts. His book, Strategic Content Marketing: Creating Effective Content in Practice, is out now. You can also hear him on The Strategic Communicator Podcast, part of the Marketing Podcast Network.

Molly Eyerman 
Founder + CEO
As the founder and CEO of VIVO Growth Partners, Molly brings a wealth of experience in HR services. After graduating from the University of Notre Dame Mendoza College of Business with an MS in accountancy, Molly began her professional career in finance. After transitioning from finance to human resources, Molly left corporate America to launch her own HR consultancy, which ultimately grew to become VIVO Growth Partners. She is dedicated to empowering organizations to foster talent and build effective teams.FAQs
Q: Is there a weekly video call?
A: No, the course is largely self-paced, allowing participants to work on their own schedule. However, there are weekly assessments where participants will be required to submit what they worked on that week for evaluation, as well as live 1:1 coaching.
Q: Will I receive personal coaching?
A: Yes! Participants will receive live 1:1 coaching where they can ask questions, review their projects, and ensure their mastery of the course material.
Q: Why should I purchase this course?
A: Participants will gain valuable, career-boosting skills, confidence in client services, and hands-on experience with real projects. Employers will see an immediate ROI as their employees work on relevant projects for the business and clients, leading to enhanced productivity and client satisfaction.
Q: How much does this course cost?
A: The price for this comprehensive 6-week course is $1,500. This investment gives you access to real-world learning, hands-on projects, and personalized 1:1 coaching to develop skills you can apply immediately.
Compared to the cost of a traditional college course, this program offers a more affordable, fast-tracked way to gain the practical experience and confidence needed to excel in client service.
Plus, you’ll walk away with tangible results and resume-ready work!
Q: My agency is paying for me to complete this course. How can they pay?
A: If your agency is covering the cost of the course, simply specify the agency name and the email address that should receive the invoice in the contact form. Once we receive your application, we will email the specified contact directly with a link to access our secure payment system.
Q: What if I have more questions?
A: No worries! We are more than happy to answer any questions you may have about our course, enrollment, or anything else! Feel free to reach out to us at [email protected] or [email protected], and we’ll get back to you as soon as possible!
Enroll Today
Fill out the form below and once you submit it, we will send you an invoice to pay for the class. No credit card information will be collected at this time.
The course begins April 14th 2025.
Course Cost
The cost for this 6-week cohort course is $1,500 per student. With purchase of this course, you will receive access to:
- Your 6-week, self-paced comprehensive Account Planning & Service curriculum.
- Live 1:1 coaching.
- Weekly evaluations and feedback on real-world projects from experts in client services.
- Client service skills that you can immediately apply in your role.
- Tangible materials & resume-ready work!