Creative Agency Account Manager Podcast

Welcome to episode 112. I’m joined by Shannyn Lee, Managing Director of Win Without Pitching ®, which is widely recognised by the creative industry as one of the best quality sales training programs because it's specifically tailored to agencies. This episode will be particularly valuable for you if your job at the agency is winning new business and you'd like to know how to do that without having to go through a costly pitch process. During our chat, Shannyn shares: - the Win Without Pitching ® principles - what it takes to circumnavigate a client's pitch process - the common sales challenges faced by agencies today - her advice for agency owners who want to stand out in the market, and lots more. Please visit the Win Without Pitching ® website (https://www.winwithoutpitching.com) to find out more about everything the company does, find which workshops are coming up. and to buy Blair Enns’ book, ‘The Win Without Pitching Manifesto’, which is practically the industry bible. You can connect with Shannyn Lee on LinkedIn: https://www.linkedin.com/in/shannyn-lee-2a32846/ If you're listening to this episode in April 2024 we are opening enrolments for our May Account Accelerator™ training for those in the agency who are responsible for existing client growth. If your job is to manage client relationships and grow your accounts, check out the details on my website: https://www.accountmanagementskills.com/account-accelerator

Welcome to episode 111. This episode will be particularly relevant for you if you're heading up the agency or you're in charge of an agency team. Alison Coward is the founder of Bracket, a consultancy that partners with ambitious, forward-thinking companies to help them build high-performing and collaborative team cultures. 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”. Alison shares some data backed insights, some brilliant tips and actionable strategies for high performing teams, including: - why agency teams typically end up not working well together and how to address the issues - why creating a workshop culture is a solution to better collaboration and teamwork - how to make all the meetings you have more efficient and effective - her five pillar framework for implementing a workshop culture in your agency Connect with Alison: https://linkedin.com/in/alisoncoward https://www.bracketcreative.co.uk https://www.workshopculture.co.uk https://amzn.eu/d/h4VDgST Many agency owners ask me to help their client facing team with account management. Some don't have dedicated account managers, but they still want predictable client retention and growth, a repeatable, client centric client management process as well as ultimately a competitive advantage. According to Gartner, 80% of your future profits are going to come from 20% of your existing clients. Currently, many of my programme participants are just three months in and already getting very impressive account growth results, and this is down to them being coachable and also taking action on what we're covering, with me supporting them with the implementation. So if you're in charge of a client facing team, or maybe someone in your team is responsible for account growth and could potentially benefit from upskilling and having a strategy, then check out the details of my one year Account Accelerator training and coaching programme. You can find all the details at https://www.accountmanagementskills.com

Welcome to episode 110. This episode is for you if you're an agency owner either interested in buying agencies to grow, or selling your agency at some point. It's also enlightening if you work in an agency and you want to understand the process of mergers and acquisitions. Jonathan Baker, Practice Lead in M&A at Punctuation joins me and shares a lot of tips and insights about the buying and selling process, including: - the current state of M&A and why right now might be a really good time to sell - the impact of AI on the changing agency landscape and his advice for content marketing agencies - why cultural alignment is key to a successful transaction - the criteria buyers typically use to assess an agency they might want to purchase - how concerned sellers should be about the terms of the transaction - how far you get through the transaction before bringing in a lawyer - how and when to tell your staff about the sale - why you should ask about buyer funding if you're being bought, and so much more. Jonathan has created a special webpage just for this podcast's listeners at https://www.punctuation.com/creative and through this link you can also chat to him about anything you've heard on this episode. You can also connect with on LinkedIn: https://www.linkedin.com//in/jonathandavidbaker Many agency owners come to me for account management skills training and to help their account managers develop an entrepreneurial mindset. And ultimately, what they are looking for are three things. They want more predictable client retention and growth, which is less expensive than pitching for new business. They want to hardwire account growth into the agency's internal processes so that account growth becomes repeatable. And they're also looking for ways to future proof their agency's business and gain a competitive advantage by offering the best client value and experience. If any of this sounds of interest, we are opening enrolments later this month for my Account Accelerator programme. It's a 12 month coaching and training programme and you can find all the details on my website: https://www.accountmanagementskills.com/account-accelerator

Welcome to episode 109. My guest is Michael Farmer, a management consultant who has been looking at the agency business model for over 30 years. He's identified three burning issues for creative agencies. 1. Work is increasing in volume and yet agencies fees are declining. But because agencies aren't measuring scopes of work, they don't often realize the extent to which this is happening. 2. Agencies aren't helping clients achieve their business outcomes. Clients are paying them less and typically fire them every three years and generally treat them as order takers. 3. AI is now putting fuel on this fire and is threatening to reduce the amount of creative adaptation work that agencies do. It’s not all doom and gloom. I found this an enlightening conversation and I particularly enjoyed listening to the history of how it was before agencies priced their services by the hour. Michael talks about the problems, but he also offers solutions. I suggest you read his latest book ‘Madison Avenue Makeover’, which maps out the transformation of Huge’s business model step by step. http://linkedin.com/in/michaelfarmer If you are in an account management role or you're in charge of an agency account management team and you want to raise the value of this position, then please connect with me on LinkedIn at Jenny Plant or check out my Account Accelerator programme by visiting my website, https://www.accountmanagementskills.com.

Welcome to episode 108. Are you struggling to manage a remote agency team? If so, you're going to get a lot of value from my conversation with Gustavo Razzetti, CEO of Fearless Culture and author of ‘Remote, Not Distant’. He shared some very thought-provoking insights for agency leaders and agency teams, including • how remote working is only amplifying the positive and the negative aspects of your agency culture that were already present • how to fix the issues • how to make your remote brainstorming meetings more effective • why agencies need to strike a balance between being overly protective and having respectful friction • and how agencies celebrate individualism I'd highly recommend that you follow Gustavo on LinkedIn, go to his website where you can download some of his free resources, as well as investing in his book, ‘Remote, Not Distant’. Book Remote Not Distant: https://www.amazon.com/Remote-Not-Distant-Company-Workplace-ebook/dp/B09VXX4FN3 Blog: https://gustavorazzetti.substack.com Agency Website: https://www.fearlessculture.design Personal Website: https://gustavorazzetti.com/

Welcome to episode 107. If you’ve ever wondered if you’re pricing your services in the right way, this one is for you. Alfie Wenegieme, Managing Partner at Cactus, joins me and he shares: 1. Why agencies don’t lose pitches on price alone 2. How agencies price to ensure a healthy profit margin 3. Typical mistakes agencies make when pricing 4. And some useful tips for account managers and project managers when scoping projects If you’re listening to this episode in February 2024, I’m opening enrolments again for my Account Accelerator programme that begins on March 5th. It’s a 12 month training and coaching programme that’s specifically designed to build an entrepreneurial mindset in account management which means: • Having an effective account management and account growth process - that is understood and followed consistently by all your account managers • Having an end-to-end client growth framework (from onboarding to delivery) - so everyone knows what to do when, and you have all the templates and resources to help you implement • Having a Proactive Client Retention Strategy - so you increase the lifetime value of your ideal clients (and don’t have to keep feeding your sales pipeline) If you’d like to have a quick call with me to see if this might be a good fit for you or a member of your team, you can find all the details on my website: https://www.accountmanagementskills.com/account-accelerator

Welcome to episode 106. If you’d like to know how one agency has been using AI since 2011 to predict the future for their clients, this chat will be interesting for you. It will also be insightful if you’re curious how the agency works with their global CPG and FMCG brands. ‌Nik Pearmine, Chief Strategy Officer at Black Swan Data, and I cover a range of topics including: - his view on what it takes to be successful in account management - what he thinks is in store for the future - and whether we should be worried about AI replacing our jobs. You can get in contact with Nik via LinkedIn: https://www.linkedin.com/in/nikolas-pearmine-138bb612/ If you’re listening to this at the beginning of 2024 and are based in the US, I wanted to let you know I’ll be running a value-packed seminar with David C Baker and Jack Skeels on 12th and 13th March in Atlanta. ‌The event is all about the account management and project management roles. I’ll be talking about the essentials of account management, how to grow an account and how account managers work with project managers. ‌David is extremely well known in the agency industry as he’s an agency advisor, the author of “The Business of Expertise” and “Secret Tradecraft of Elite Advisors” as well as co-hosting the 2Bobs podcast with Blair Enns. ‌You can find all the details and book your tickets at David’s website: https://www.punctuation.com

Welcome to episode 105, I have invited two of my most popular podcast guests back for a second time, sales trainer legends; Marcus Cauchi and Benjamin Dennehey. ‌Both have been sales trainers for years and have worked with many agencies and tech companies. They shared some golden nuggets to help you with selling your agency’s services. ‌I had to throw away the list of questions I’d prepared and let the conversation flow naturally because I wanted to capture as much of their collective sales wisdom and tips as possible. I hope you’ll enjoy the longer length of this episode and ultimately come away with some practical things you can implement in your sales process. ‌‌· An understanding of the importance of having the ability to ask superb questions during the sales conversation with a prospect. · In our chat, Marcus and Benjamin role play a conversation and hopefully you can take the principles away and model some of the language they’re using in your next sales conversation with a prospect. You can reach Marcus Cauchi on LinkedIn, via marcus@laughs-last.com, visit his website: https://www.laughs-last.com and The Inquisitor podcast. You can reach Benjamin at https://www.uksmosthatedsalestrainer.com/ If you’d like to chat to me about selling skills for agency account managers to help you with your your existing client accounts then you can go to my website https://www.accountmanagementskills.com and find out more about how I help build an entrepreneurial mindset in account management through my training programmes.‌

Welcome to episode 104. In this episode, I talk all things agency project management with Joanne Reid, Managing Partner for delivery at Cactus. We cover: - the challenges agencies face with project management - how Joanne assesses how well an agency's project management is working - how project management differs from account management and why she recommends agencies to have both roles - the target level of annual gross profit an agency should reach before investing in both roles - her recommendations for project management tools and how to evaluate whether you have the right one for you - what skills to look for when hiring a project manager - and Jo's thoughts on future trends she's seeing in project management. Make sure you follow her on LinkedIn because she shares some really useful tips for project managers and also agency owners when it comes agency service delivery: https://www.linkedin.com/in/joanne-reid-6220744b/ If you're an agency owner or you're heading up the agency's account management team and have realised your existing clients just aren't growing, it may be time to provide the right support for your account management team to do it. I'm currently enrolling for my Account Accelerator programme that starts on 11th January 2024. It's a twelve month training and coaching programme for account managers who are responsible for account retention and growth. It's designed to build an entrepreneurial mindset and you'll come away with a proven account management and growth process, an end to end client growth framework, and a proactive client retention strategy for the agency. We already have some really self motivated senior account managers, directors and client services directors joining the programme who are often also responsible for leading a team in the agency. You can find the details of the Account Accelerator programme on my website: https://www.accountmanagementskills.com/account-accelerator

Welcome to episode 103. This episode will be particularly relevant to agency owners who want to become less hands-on in their agency and just step away from the day to day operations. I'm chatting to Karl Sakas, an agency growth consultant in the US and author of several books, the latest of which is called Work Less and Earn More a Practical Guide for Agency Owners to help them escape the daily grind of agency ownership. Karl has spent years consulting with agency owners and leaders and, I think because he originally had an operations background, he seems to have a wonderful way of explaining useful concepts and ideas using models and frameworks which are really easy to follow. Karl shares some practical tips, his views on agency account management and why separating the role from project management makes sense. You can reach Karl, and make use of lots of his great downloadable resources at https://sakasandcompany.com/free-resources-for-agencies/ Book link: http://worklessearnmorebook.com/ If you'd like support with upskilling your account managers, check out my Account Accelerator™ programme. It's a 12 month training and coaching programme that's specifically designed to build an entrepreneurial mindset in your account management team. https://www.accountmanagementskills.com/account-accelerator

Welcome to the final episode in my mini series of five bonus podcast episodes created to show you how to build an entrepreneurial mindset in your agency account managers. In this episode, I share the key things you need to do to get your account managers adding value from day one and reduce churn. And this comes back to many of the things we've discussed already in this podcast series. I speak to so many agency owners who feel frustrated by high staff turnover. Ultimately, reducing churn and retaining your best talent comes down to one thing - investing in your account managers, and particularly in helping them develop the entrepreneurial skills we've covered in this podcast series. If you haven't had the chance to listen to the previous four episodes, do go back and have a listen. Do let me know what you found particularly useful, along with what you'd like to know more about. You can drop me a line at jenny@accountmanagementskills.com. If you'd like support with upskilling your account managers, check out my Account Accelerator™ programme. It's a 12 month training and coaching programme that's specifically designed to build an entrepreneurial mindset in your account management team. It covers all the areas in this special podcast series and much more. https://www.accountmanagementskills.com/account-accelerator

Welcome to number 4 in my mini series of five bonus podcast episodes created to show you how to build an entrepreneurial mindset in your agency account managers. Why do so many account managers miss out on new account growth opportunities in client meetings? Often it's because they haven't asked the right questions. Or maybe they've asked some of the right questions but didn't have the confidence to probe deeper in their questioning. In this short episode, I share why investing the time to help your account managers ask better questions could make a big difference to your bottom line, particularly when it comes to increasing client lifetime value. If you'd like support with upskilling your account managers, check out my Account Accelerator™ programme. It's a 12 month training and coaching programme that's specifically designed to build an entrepreneurial mindset in your account management team. It covers all the areas in this special podcast series and much more. So if you'd like to have a conversation about how I could help your account managers, then email me at jenny@accountmanagementskills.com to find out more. https://www.accountmanagementskills.com/account-accelerator

Welcome to number 3 in my mini series of five bonus podcast episodes created to show you how to build an entrepreneurial mindset in your agency account managers. Agency owners often tell me they wish their account managers were more confident in client meetings, including being confident enough to suggest new ideas for new projects. But, as with everything else, you can't expect your account managers to just know how to run an effective client meeting. In this episode, I share seven things that you'll want to make decisions about in order to approach each client meeting in the right way. If you'd like support with upskilling your account managers, check out my Account Accelerator™ programme. It's a 12 month training and coaching programme that's specifically designed to build an entrepreneurial mindset in your account management team. It covers all the areas in this special podcast series and much more. So if you'd like to have a conversation about how I could help your account managers, then email me at jenny@accountmanagementskills.com to find out more. https://www.accountmanagementskills.com/account-accelerator

Welcome to number 2 in my mini series of five bonus podcast episodes created to show you how to build an entrepreneurial mindset in your agency account managers. In this episode we're looking at how to raise the value of account managers by taking them from an 'order-taker' to a trusted advisor. You can't just expect clients to treat your account managers as trusted advisors, because trust has to be earned. In this episode, I cover: - creating a culture where clients trust account managers from the off - creating the right conditions for the relationship to thrive - having the right internal processes in place to support your managers with account growth In bonus episode 3, I'll be covering how your account managers can run effective client meetings. Everything I'm sharing in this podcast series is covered in depth in my Account Accelerator programme and ultimately it's designed to build an entrepreneurial mindset in account management. You can read more about the programme here: https://www.accountmanagementskills.com/account-accelerator Or if you'd like to have a conversation about how I could potentially help your account managers, please email me jenny@accountmanagementskills.com. Let's have a chat and see if this might be suitable for you or members of your team.

Welcome to the first in a series of five bonus podcast episodes. I've created this podcast mini series to show you how you can develop an entrepreneurial mindset in your agency account managers, so they can: - help increase the lifetime value of clients - generate more referrals - help you maintain a healthy sales pipeline In this first short episode, I'll be tacking the 'elephant in the room'. Why do you feel your account managers are not spotting those growth opportunities? And over the next four episodes, I'll then be looking at the key qualities for entrepreneurially-minded account managers. By the way, everything I'll share in this podcast series is covered in my Account Accelerator programme and ultimately it's designed to build an entrepreneurial mindset in account management. You can read more about the programme here: https://www.accountmanagementskills.com/account-accelerator Or if you'd like to have a conversation about how I could potentially help your account managers, please email me jenny@accountmanagementskills.com. Let's have a chat and see if this might be suitable for you or members of your team.

Welcome to episode 97. My first ever podcast was with Kate Whittaker, head of corporate communications at DUAL Group, so working on the client side. During that episode she was explaining the exceptional agency who worked with her, particularly about their excellent client service, but also how they really understand her and her business. So for this episode, I invited the leadership team of that agency, Free Partners, to talk to me about how they work and think. You'll hear from Managing Partner, Lorraine Jeckells, Brand Director, Greg Phitidis, and Creative Director, Guy Cornet. We chatted about: - their agency's specialist positioning, focusing just in the insurance market and why that's beneficial to their business, to their team and to their clients. - their agency values and how they bring them to life through their ways of working. - their internal processes and how the three departments (account management/strategy/creative) work together in a client centric way. They also go deep into the importance of the creative brief, why they have a tactical and a strategic briefing process, and how they grow their own talent from graduate level so that they are moulded into the Free Partners ways of working. And finally, how they delight their clients by being proactive and bringing fresh thinking and initiatives without waiting passively for briefs. If you’re listening to this at the end of 2023 and you want to build a more entrepreneurial mindset in your account management role or your team, I'm enrolling right now for my twelve month training and mentoring program called the Account Accelerator. I created the Account Accelerator because agency owners were telling me they knew their existing client accounts could grow further but they needed their account managers to do three key things: 1. Act as trusted advisors rather than order takers, so they understood their clients business objectives and felt confident to have conversations about how the agency could help. 2. Spot upsell and cross sell opportunities and follow them effectively so they could increase retention and generate new business opportunities with existing clients. 3. Ask insightful questions to uncover client challenges and feel confident presenting new ideas and asking for referrals and testimonials so they could help a strong sales pipeline of new leads and capture proof of happy clients. So if all of this sounds interesting, then please visit my website https://www.accountmanagementskills.com, where you can book a call, have a chat with me and see if this might be a good fit for you or a member of your team.

Welcome to Episode 96. My guest is David Meikle, the author of ‘Tuning Up’, a book about improving performance and reducing stress in advertising and marketing. This chat will be particularly interesting for you if you're finding the pressure and stress of working in an agency unmanageable, or you're responsible for creating positive agency environment in which your team can thrive. We discuss: - why David describes the relationship between the agency, the client and the client's procurement department as the triangle of doom. - David’s signature relationship diagnostic tool, The Meikle Matrix, that essentially helps you pinpoint the heart of the problem with any relationship - how this diagnostic tool can help you in practical ways in your agency. I highly recommend you reading this book for me. You can visit David’s website at https://www.tuningup.co.uk for more information about the book and also to road test a prototype of The Meikle Matrix for yourself. If you’re listening to this at the end of 2023 and you want to build a more entrepreneurial mindset in your account management role or your team, I'm enrolling right now for my twelve month training and mentoring program called the Account Accelerator. I created the Account Accelerator because agency owners were telling me they knew their existing client accounts could grow further but they needed their account managers to do three key things: 1. Act as trusted advisors rather than order takers, so they understood their clients business objectives and felt confident to have conversations about how the agency could help. 2. Spot upsell and cross sell opportunities and follow them effectively so they could increase retention and generate new business opportunities with existing clients. 3. Ask insightful questions to uncover client challenges and feel confident presenting new ideas and asking for referrals and testimonials so they could help a strong sales pipeline of new leads and capture proof of happy clients. I've had 30 years experience in account management and, having trained account growth since 2016, I know not all account managers have the skills, the experience or the mindset to deliver at this level, and many agencies don't have the right internal processes in place to support their account managers with account growth. But, I believe with the right strategies, systems, processes and the support, your account managers can become more entrepreneurially minded, which could have a big impact on your agency's bottom line. So if all of this sounds interesting, then please visit my website https://www.accountmanagementskills.com, where you can book a call, have a chat with me and see if this might be a good fit for you or a member of your team.

Welcome to Episode 95. This episode is particularly relevant for you if you’re responsible for agency new business. I'm joined by Benjamin Dennehy, UK's Most Hated Sales Trainer, and I hope by the end of listening to our chat it might just change your thinking about how you currently qualify prospects and sell your agency’s services, , particularly if you’ve never received any professional sales training. Benjamin invites us to challenge our beliefs around pitching and giving away your ideas for free which is so typically entrenched in the marketing services industry. He also shares some great examples of how to approach things differently. NB: If you don’t like swearing this isn’t the episode for you. Please go and follow Benjamin on LinkedIn, his content is not only useful and practical it’s very different to the usual stuff you see about sales. http://www.linkedin.com/in/benjamindennehy/ www.salesmatrixcourses.com www.uksmosthatedsalestrainer.com www.youtube.com/c/UKsMostHatedSalesTrainer If you’re listening to this at the end of 2023, I’m opening enrolment soon for my one year Account Accelerator training and coaching programme that starts on 11th January 2024. It is designed to give those responsible for account growth in the agency the entrepreneurial skills and mindset to support the growth of your client accounts and your agency. If you're in account management at any level or you have someone in your team who this might be suitable for, please send me an email to jenny@accountmanagementskills.com or drop me a DM on LinkedIn and I’ll let you have all the details when they’re available so you can decide if it’s a good fit. Places are limited for the January cohort. https://www.linkedin.com/in/jennyplant

This episode is for agency leaders who are supporting their account manager to grow the existing client business. I’m going to share tips for ensuring the agency leadership team are providing the right level of support to their account management team in three key areas; 1. Providing the commercial context 2. Internal processes 3. Relationship risk management If you are an account manager, or you have an account manager or account director or client services director in your team, who you want to provide with the mindset and the skillset to grow the existing business, then we will be opening applications soon for the Account Accelerator programme, a year long programme we're kicking off in January 2024. We'll have an initial nine week period where we give you all the training, all the strategies, a toolbox of different ways that you can grow your business, and then you will also receive the support from me to implement. You'll also join a peer group on Slack with other account managers, account directors, group account directors, client services directors who are all doing the same thing. If you're interested, please contact me on LinkedIn or send me an email at jenny@accountmanagementskills.com or visit the Account Accelerator programme page on my website. We'll be updating the website very soon with a full page of all the learning outcomes that you can expect to achieve.

Welcome to episode 93. If you’re working in creative agency account management you know how essential it is to have a positive relationship with your creative director built on trust. I asked Creative Director, Joey Tackett, to join me and discuss what’s most important to him about working with account managers so we can see account management through the lens of the creative team. Joey shares: 1. The key skills he believes AMs need to be respected by their creative team 2. Where the relationship can break down and why 3. How he diffuses tension between the AM and creative team 4. Some useful tips for making your client presentations more impactful I hope you enjoy the insights from my chat with Joey and pick up some tips to help you in your account management role. If you want to develop your account management skills, be seen less as an order taker and more like a consultant by your clients, then check out the details of my 9 week Account Accelerator and 1 week Account Booster programmes on my website https://www.accountmanagementskills.com.