Monday, January 25, 2016

The Art of Client Management: From Soup to Nuts

Free Webinar from APG

Presenter: Jeanne Larzalere Bloom, CG 

Date: Monday, January 25, 2016

Time: 8:30 p.m. EASTERN Standard Time

Cost: Free! 

Webinar Description: Client management is a hallmark of any successful business. We need to provide service tailored to the needs of our clients. We must learn to manage the expectations of our clients and to build relationships. This two-part presentation is designed to help you develop the skills necessary to master client management.
  • Part 1 (Monday, January 25th) begins with the initial query from a potential client and ends with the executed contract/agreement.
  • Part 2 (Monday, February 15th) starts with the receipt of the executed contract/agreement and the retainer and ends with the client’s payment or non-payment.

About the Presenter: Jeanne Larzalere Bloom, CG℠ is a full-time professional researcher specializing in Chicago and Cook County research, forensic genealogy, problem solving, and multi-generational family histories. On behalf of the Department of the Army, Jeanne searches for and identifies family members of unaccounted for servicemen from World War II, the Korean War, and the Vietnam War. Jeanne writes articles for scholarly journals and society publications. She is a frequent lecturer at conferences, workshops, and institutes. She is a member of the APG and the president of the Board for Certification of Genealogists.



Tips for the Best Webinar Experience:
  • Register today. Reserve your spot for this free webinar. A link to the webinar handout will be included in your registration/reminder emails.
  • Test your connection. Click here to test your webinar connection in advance of the live event.
  • Verify that you have the latest version of Java installed. Check at
  • Check your time. This webinar will be held live on Monday, January 25, 2016 at:
    • 8:30 p.m. Eastern Daylight Time (U.S.)
    • 7:30 p.m. Central
    • 6:30 p.m. Mountain
    • 5:30 p.m. Pacific
    • 12:30 a.m. GMT (October 30)
    • Or find your local time using this TimeZoneConverter.

This free webinar is sponsored by the Association of Professional Genealogists (APG) and is part of the ongoing APG Professional Development webinar series. The live webinar is FREE to anyone who wishes to attend. Our webinars are also recorded and the recordings are available to members of APG as a member benefit

We look forward to having you join us!

No comments: