Description
Topic: Automate Client Communication and Follow-up | NBA-ICLE 2026 COURSE
Venue: Virtual/Online
Rationale:
Your clients measure you by responsiveness and consistency, not by heroic personal effort. If you’re still chasing emails and chasing retainer conversations, you’re leaking value. This course turns client touchpoints into strategic assets—automated, personalized, and compliant—so you convert inquiries into engagements at scale without sacrificing care.
Course description:
Move from ad hoc emails to a disciplined client-journey engine. You’ll design targeted touchpoints for inquiries, updates, and close-outs, balance automation with genuine personalization, and quantify impact through response and conversion metrics. The session includes ready-to-use templates and a three-step automation sequence you can deploy immediately.
Modules:
1) Map the client journey and key touchpoints
2) Design templates for inquiries, updates, and post-engagement follow-up
3) Automating vs. personalizing: when to escalate
4) Metrics: response time, engagement rate, conversion rate
5) Hands-on: create a 3-step automated communication sequence for a standard matter
Learning outcomes/deliverables:
A set of customizable templates (initial inquiry, progress update, and closing/next steps)
An automation plan aligned to a client journey map
Materials: templates, a sample CRM or email sequence outline
Date: November 18, 2026
Fee: N20, 000. 00
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