Promo Products:
Intro to Account Management

The Client Success Blueprint

This course helps promotional product professionals move beyond order-taking and step into the role of a trusted strategic partner. Through practical frameworks, persona-based selling, and actionable playbooks, you’ll learn how to deepen client relationships, uncover growth opportunities, and deliver measurable results that drive loyalty and long-term success.
Format

Online
Course

Modules

7 Modules

Devices

Can be accessed via desktop or mobile devices

Price

$250/yr

Trusted By

Finding It Hard to Unlock Client Success?

Are you stuck reacting to orders instead of driving real client growth?

Do you struggle with inconsistent follow-up and a lack of structure that makes accounts harder to manage?

Are you watching competitors win over your clients because they bring more strategy and less “stuff”?

You’re not alone.

We Understand Where Reps Get Stuck

In the competitive world of promotional products, too many account managers fall into the trap of simply taking orders.

Without a structured approach or a clear client success plan, even the most motivated reps miss opportunities to expand relationships, increase loyalty, and drive real growth. No one hands you a blueprint for turning everyday transactions into lasting partnerships.

That’s why we built this course - to provide the proven frameworks, tools, and playbooks that turn account managers into indispensable strategic partners.

Promo Products: Intro to Account Management – The Client Success Blueprint was built for promotional product professionals who want to move beyond order-taking. Designed with real-world industry insights, this course equips account managers, distributors, and coaches with actionable frameworks, persona-based strategies, and practical playbooks to deepen client relationships, uncover growth opportunities, and turn every account into a driver of long-term success.

We See the Challenges

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Here’s the reality:

  • Order-Taker Mindset: Too many reps default to processing orders instead of positioning themselves as trusted partners.
  • Lack of Structure: Without a clear, repeatable process, communication and follow-up become inconsistent.
  • Untapped Potential: Existing accounts often hold hidden opportunities, but they go unnoticed and unaddressed.
  • Generic Messaging: Buyers receive the same pitches from every vendor, making it hard to stand out.

But it doesn’t have to be this way.

The Client Success Blueprint was built to replace guesswork with proven strategies helping you build deeper relationships, unlock account growth, and become an indispensable partner to every client you serve.

Ready to Redefine Client Success?

Imagine…

  • A Structured Approach That Works: A clear framework that turns everyday transactions into repeatable, scalable growth.
  • Confidence in Every Interaction: Tools and templates that guide your planning, communication, and follow-up with precision.
  • Stronger, More Strategic Relationships: Clients who see you as a proactive partner, not just another vendor.
  • Smarter Growth Opportunities: A system for uncovering hidden potential in every account and expanding your share of business.
  • Loyal Clients Who Stay: Long-term partnerships built on trust, value, and measurable results.
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It’s all within reach.

Introducing

Promo Products: Intro to Account Management – The Client Success Blueprint

The Client Success Blueprint is a practical, industry-specific program built for promotional product professionals who want to grow beyond transactional selling. Designed for distributors, account managers, and sales coaches, this course provides the frameworks, tools, and mindset to transform everyday client relationships into long-term, revenue-generating partnerships. Through structured processes, persona-based selling, and actionable playbooks, you’ll learn how to deliver measurable impact and become an indispensable partner to your clients.

Master the Fundamentals of Account Management

Understand the role, mindset, and best practices of a modern promo products account manager—and learn what separates order-takers from trusted advisors.

Implement Proven Client Success Frameworks

Follow a repeatable Discovery → Plan → Execute → Review model with ready-to-use templates that keep your client strategy consistent and effective.

Unlock Growth Within Existing Accounts

Identify untapped opportunities, strengthen communication, and use strategic planning to expand your share of business and client loyalty.

Deliver Measurable Results That Matter

Connect every promo solution to real client outcomes—like engagement, retention, and brand impact—proving your value and driving long-term success.

What Makes This Course Different?

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Built for the Promo Products Industry

Created specifically for promotional product professionals, this course addresses the real challenges of managing and growing client accounts in a competitive market.

Actionable, Real-World Tools

Go beyond theory with ready-to-use templates, frameworks, and playbooks designed to help you deliver measurable results immediately.

Guided by Industry Experts

Learn directly from seasoned promo industry leaders who’ve built and coached high-performing sales and account management teams.

Focused on Lasting Client Success

Develop the skills, structure, and strategies to move from reactive order-taking to proactive, strategic account management that builds loyalty and long-term growth.

Our 3-Step Streamlined Process

01

Learn the Fundamentals

Understand the core principles of high-performing strategic account management—from role definitions to best practices.

02

Implement Proven Strategies

Apply actionable frameworks and tools to evaluate, select, and manage your key accounts effectively.

03

Measure, Optimize, and Grow

Continuously track performance, refine your approach, and drive long-term, scalable success.

See what our clients have to say!

"Alan's leadership was a game-changer for Proforma. His ability to recruit and inspire top-tier sales talent helped shape the foundation of our success. With Alan's guidance, we attracted hundreds of top distributors and sales teams, and his unwavering commitment to excellence ensured they thrived. His impact on Proforma’s growth and culture has been extraordinary."
Greg Muzzillo, CEO, Proforma
"Alan has been an invaluable partner in the growth of Leaderpromos. Over the past eight years, his strategic insights and ability to engage, qualify, and recruit top-tier executive sales leadership and strategic account managers have been transformative. Alan's expertise and dedication have played a pivotal role in our success, and his partnership continues to drive our vision forward."
Stephanie Leader, CEO, Leaderpromos
"Alan’s sales training and coaching have been instrumental in elevating our team's performance across multiple sales segments. His ability to connect with each individual rep, providing tailored coaching aligned with his top-tier training content, has made a significant impact on our success. Alan’s expertise and dedication have been a true asset to Promo Direct."
Dave Sarro, CEO, Promo Direct
"Alan has been an invaluable partner to our company, helping us recruit top talent, navigate complex M&A opportunities, and elevate our sales team with world-class training. His expertise and dedication have directly contributed to our growth and success. I highly recommend Alan to any organization looking to take their business to the next level."
Andy Shape, CEO, Stran

Meet Alan Chippindale

 Industry Trailblazer & Strategic Visionary

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Alan Chippindale brings over three decades of leadership and innovation to the promotional products and business development world. A member of Stran’s Board of Directors since November 2021, Alan has a proven track record of driving growth, fostering talent, and executing transformative strategies.

As President of Engage & Excel Enterprises Inc. since 2017, Alan has been at the forefront of employee recruitment and M&A consulting, empowering businesses to unlock their full potential. His tenure as Chief Business Development Officer and original CEO of BrandAlliance Inc. (2008–2017) solidified his reputation as a visionary leader in the promotional products industry. Before that, Alan served as President of Proforma Inc. (1987–2004), where he helped shape one of the industry's most recognized brands.

Alan’s influence is far-reaching—he has been listed on the ASI Power 50 an impressive five times and has spearheaded over 100 business combinations while successfully recruiting over 1,000 sales professionals. A certified marketing professional and strategic think tank member, he combines sharp business acumen with a collaborative approach to growth.

A graduate of Bowling Green State University with a degree in International Business and Marketing, Alan’s career exemplifies a commitment to excellence, innovation, and helping others achieve remarkable success.

Promo Products:
Intro to Account Management

The Client Success Blueprint

This course helps promotional product professionals move beyond order-taking and step into the role of a trusted strategic partner. Through practical frameworks, persona-based selling, and actionable playbooks, you’ll learn how to deepen client relationships, uncover growth opportunities, and deliver measurable results that drive loyalty and long-term success.
Format

Online
Course

Modules

7 Modules

Devices

Can be accessed via desktop or mobile devices

Price

$250/yr