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Account Management: Focusing on the Organization



Many think it’s easier to retain current customers than to gain new ones. Too often accounts are lost because of an insufficient response to the needs of the organizational client. This fast-paced, interactive seminar focuses on specific strategies for account management and upselling based on knowing and serving the organization as customer. This lively course focuses on real-life skills, typical situations and practical solutions. Participants will leave with ideas that can be immediately applied to their own situations.



  • Understand employer needs in today’s and tomorrow’s workplace
  • Learn how to form key partnerships with HR, unions, safety, legal, benefits, diversity
  • Find out what your customer wants specifically
  • Become a purveyor of solutions, not a seller of products
  • Understand and use data to prepare meaningful reports
  • Learn to make EAP and Work/Life integral to an employer’s organization
  • Discuss ways to measure value to the organization, and organizational satisfaction
  • Identify an employer’s needs for additional services


  • Account managers of EAP, Work/Life, Managed Behavioral Healthcare and other workplace services
  • Sales and marketing professionals responsible for the account management function
  • HR managers, benefits managers, union officials and other "customers" who want a better understanding of what to expect from their account managers
  • EAP and Work/Life operations managers who want to enhance the effectiveness of their internal relationships with the account management function

2008 Dates and Locations

Cancellation policy: Cancellations must be submitted 7 days prior to the day of training. If you cancel, you can choose to receive a one-year credit memo for a future training of equal value, or receive a refund less a $50 processing fee. Cancellations made after the 7-day cutoff will result in a charge of the full course fee. If you cancel after the 7-day cutoff, you may send another person in your place. No refunds will be made for partially-attended classes. If a class is cancelled by Blair Consulting Group, a full refund will be given.

Cost: $295

All courses begin with a continental breakfast and registration at 8:00; class times 8:30-5:00.

San Francisco, May 13-14 Radisson San Francisco Airport Bay Front
5000 Sierra Point Parkway , Brisbane CA 94005
Reservations: 877-371-4440 US Toll Free

Ask for the very special Blair Rate of $109 plus tax.
Free shuttle from the airport; free parking; rental car in the lobby.
Cutoff date for special rate is May 1, 2008


Registration online requires payment with a credit card. This is a secure site. However, if you don't want to register online, you may click here for a printer-friendly registration form that can be faxed or mailed, using a credit card or mailing a personal or corporate check.



  • Thanks, I learned a lot!
  • This was excellent.
  • Course doesn't need improving; a thoroughly interesting day.
  • Excellent. Course definitely met my needs.

About the Instructors

BRENDA R. BLAIR, MBA, CEAP, President Since 1983, Brenda has provided Fortune 500 employers and others with high quality, customized consultation and training on the design and evaluation of EAPs, managed care, and work/ life programs. She has worked in a multi-state EAP, a treatment center, and an international addictions organization. She was selected for the EAP Hall of Fame and the prestigious EAPA Member of the Year award. She has conducted training in the U.S., U.K., Japan, and South Africa.


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