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How a workshop culture builds high performing agency teams, with Alison Coward

Account Management Skills

She is a culture strategist, workshop facilitator, coach, trainer, keynote speaker and author of “A Pocket Guide to Effective Workshops” and “Workshop Culture: a guide to building teams that thrive”.

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Leading client meetings, with Jenny Plant

Account Management Skills

In this episode, I’m going to share with you three key steps to leading a client meeting. One of the many roles of an account manager is to lead meetings where you may have several clients involved, and also several members of the agency team. And the reason I’m doing this is.

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How to Supercharge Your Account Planning

Janek Performance Group: Account Planning

Here, 72 percent of respondents said that account planning increased their understanding of their clients’ business. For example, is there a top-level meeting you need to facilitate between their executives and your own? This includes delegating responsibilities, scheduling meetings, and formalizing agendas.

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Apr 11 – Customer Success Jobs

SmartKarrot

Conduct quarterly or monthly ROI meetings with clients. Facilitate recurrent business evaluations in conjunction with other corporate stakeholders to enhance our comprehension of client needs and pain points and to provide evidence of value.

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Oct 12 – Customer Success Jobs

SmartKarrot

Align both internal and external resources to ensure clients meet & exceed project expectations. Regularly review overall program status with clients, usually in the form of client calls, web presentations or onsite meetings (as necessary). Identify cross organizational opportunities for account growth (expansion and new accounts).

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Mar 24 – Customer Success Jobs

SmartKarrot

Maintain a balanced proactive/reactive relationship with your assigned accounts. Expand Impact.com’s presence in the client organizations by developing relationships and facilitating strategic review sessions with senior-level people that have decision-making authority.

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Apr 11 – Customer Success Jobs

SmartKarrot

Conduct quarterly or monthly ROI meetings with clients. Facilitate recurrent business evaluations in conjunction with other corporate stakeholders to enhance our comprehension of client needs and pain points and to provide evidence of value.