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How to systemise account management in your agency, with Alex Raymond

Account Management Skills

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships.

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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners. The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars.

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Book review: All you need to know about commercial awareness by Christopher Stoakes

Red Star Kim

He has also been a management consultant, a marketing director and a financial journalist. So it makes him an ideal author on the business of professional services firms – whether for technical expert/fee-earners or marketing/business development professionals. About the author Christopher Stoakes was originally a lawyer.

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How to Ignite Success With Account Plans

Arpedio

How to Ignite Success With Account Plans ← Back to blog Say hello to Account Plans, the secret sauce that transforms ordinary sales strategies into extraordinary journeys of client engagement and revenue growth. In this blog post, we’re diving headfirst into the captivating world of Account Plans.

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How Well Do You Know Your Customers?

Revegy

In a recent webinar conducted with Revegy, a leading technology platform for customer revenue optimization, and FinListics, the solution for financial analytics that power insight-led sales, top-performing sales leaders indicated that being a trusted advisor is more elusive than most sales and account managers think.

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How to Succeed With Account Management

Arpedio

How to Succeed With Account Management. Back to blog. Let’s show you how to get the most out of your account management! In this blog, we’ll break down the concept of account management, and why it’s so important in order to drive a successful business in today’s increasingly complex B2B industry.

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Dealing with adversity as an agency owner, with Rebecca McIntyre-Smith

Account Management Skills

And if you’re listening to this at the beginning of 2023, and you want this year to be the year that you not only retain your agency accounts, but you grow your accounts, you can also connect with me on LinkedIn and let’s talk about training for either you in your account management role, or a member of your team.