Introduction
Session 1: Why agency culture is vital for account growth
Session 2: Developing an entrepreneurial mindset - and why it’s crucial for account growth
Session 3: How to move from order taker to trusted advisor (and why this is vital)
Session 4: How to uncover commercial opportunities and propose ideas to clients in meetings (without feeling pushy)
Session 5: How to create a compelling business case for new project idea (and overcome ‘status quo bias’)
Session 6: How to ask for referrals with confidence
Session 7: Why reducing relationship risk should be part of your retention strategy
Session 8: Delighting clients and maximising growth - developing a repeatable agency wide approach (including effective Client Development Plans)
BONUS SECTION: AI FOR ACCOUNT MANAGERS
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Module 1: Why AI skills matter for Account Managers (6:18)
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Module 2: How AI raises your value (6:27)
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Module 3: How to ensure responsible AI use (5:30)
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Module 4 (Part 1): AI tools to be more productive (how to create a CustomGPT) (10:06)
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Module 4 (Part 2): AI to personalise the client experience (client video message example) (4:45)
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Module 4 (Part 3): AI to prescribe solutions to your clients (NotebookLM video tutorial) (7:14)
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Module 4 (Part 4): AI to predict the future (how to create a client forecast dashboard) (8:17)
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Module 5: How to identify AI opportunities in your workflow (6:29)
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Module 6: Future of agencies and account management (4:36)
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Module 7: Next steps (3:15)
After completing the training: how to access more account management skills insights
