Consulting skills training that turns account managers into trusted partners
Your team knows the numbers and the platforms. In this hands-on training they learn to ask the questions that matter, turn data into a clear recommendation and lead client conversations with confidence – the skills that grow in value as AI takes over routine work.
What changes for your clients
Sharper questions
Clients share their business goals, not just their task list.
Clear recommendations
The answer comes first, the reasoning follows, the next step is agreed.
Confident conversations
Your team steers the agenda, the expectations and the decisions.
Ready for the next client call – the very next day
Every participant leaves with skills they use in their very next client meeting, and with tools the whole team shares.
Uncover the real goal
Run discovery conversations that reveal what the client is really trying to achieve, and why.
Turn data into advice
Translate reports and dashboards into a recommendation the client understands and acts on.
Lead the conversation
Set the agenda, keep reviews on track and close every meeting with clear next steps.
Bring tough news well
Present weaker results with context, options and a plan, so the client stays with you.
Consulting skills training, built on how strong advisors work
Three moves make the difference in every client relationship. Your team practises each one until it feels natural.
Ask
Open questions, active listening and the follow-up that gets to the business goal.
Structure
Lead with the answer, back it with three reasons and keep every message easy to follow.
Advise
Recommend a clear course, agree next steps and follow through as a partner.
From delivering work to shaping the client’s decisions
Discovery conversations
The questions that turn a status call into a strategy conversation.
- The consulting mindset: goals before tasks
- Question techniques and active listening
- Preparing a client meeting in 15 minutes
From data to recommendation
Numbers become a story with a clear point and a clear ask.
- Answer first, reasoning second
- One chart, one message
- A one-page recommendation for every review
Advising with confidence
Conversations that build trust and move the account forward.
- Steering agendas and expectations
- Handling pushback and difficult moments
- Closing with decisions and next steps
Practice on real client situations, every hour
Short inputs, then straight into practice. Participants work on their own client situations: they prepare discovery calls, rewrite a recommendation and rehearse the conversations they will have next week.
In the briefing we collect the client situations that matter most to your team, so the training feels like their work – and the results show up in the next client meeting.
Kick-off
Consulting mindset, discovery questions and structured recommendations in one focused day.
Intensive – recommended
Day one for discovery and structure, day two for turning data into advice and leading the conversation.
Intensive plus practice day
A practice day a few weeks later: real cases from the weeks in between, feedback and the next level.
Tools the whole team uses from day one
Discovery question bank
The questions that open up goals, priorities and decision criteria, ready for the next call.
One-page recommendation template
Situation, insight, recommendation, next step: a shared format for every client review.
Conversation guide for reviews
A clear flow for monthly and quarterly reviews that ends with decisions.
Personal action plan
Each participant picks two client situations to apply the new skills to straight away.
Two days, two clear outcomes
Day 1 – Discover and structure
Goal: every participant runs a discovery conversation that gets to the client’s real goal.
Day 2 – Advise and lead
Goal: every participant turns data into a recommendation and leads the review.
This agenda is a proposal. In the briefing we shape it around your team and the client situations that matter most.
Teams we work with
Questions about the consulting skills training
Who is this consulting skills training for?
For client-facing teams who want to grow from delivering work to advising clients: account managers, key account and customer success teams, agency teams and internal consultants.
Can we work on our own client situations?
Yes, and we recommend it. In the briefing we collect typical client situations, and participants practise discovery calls, recommendations and reviews on cases that feel like their own work.
Is the training in German or English?
Both. We run the training in German or English, whichever your team works in with its clients.
Where does the training take place?
Inhouse, at your offices or a venue of your choice. Your team learns together and goes back to its desks with a shared approach.
How long is the training?
Most teams choose two days: one for discovery and structure, one for turning data into advice. A one-day kick-off works as a focused start, and a practice day a few weeks later anchors the new habits.
How do we get started?
With a 30-minute briefing call. We agree what success looks like after the training, which client situations matter most, and the format that fits your team.
Jörn Steinz
Founder of SkillDay, trainer and facilitator
Jörn started his career as a consultant at Accenture and then worked in corporate development at XING AG and freenet Group. Since 2014 he has designed and facilitated workshops and trainings for teams across Europe. He holds an MBA from EADA Business School Barcelona. SkillDay is a network of around six trainers.
Plan your consulting skills training
Tell us about your team and your clients. In a 30-minute call we agree what success looks like and shape the training around it.