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

Account Management Skills

AUGUST 24, 2021

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.

Account Management

Account Management Management Account Planning Co-Creation

Streamlining Quarterly Business Reviews (QBRs) with Key Accounts: The Playbook Approach

SmartKarrot

OCTOBER 10, 2023

In today’s competitive business landscape, retaining key accounts is crucial. Streamlining Quarterly Business Reviews (QBRs) with key accounts through a playbook approach not only strengthens client relationships but also fosters customer success. But doing QBR right can be tricky.

Customer Success

Customer Success Meetings Account Management Client Relationships

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

Streamlining Quarterly Business Reviews (QBRs) with Key Accounts: The Playbook Approach

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