How Client Account Managers Can Streamline Agency Operations
Have you ever considered the connection between account managers and agency operations? If not, we have some news for you!
Streamlining your agency operations and departments means more time, energy, and increased revenue. Now those ears are perking 😉. How do you begin? We've created a crash course on you + account management = streamlined success! Let's get into it.
Integrate Project and Team Management
One of the first areas to focus on is how well the department teams and task management work together. Without a functional standard process, requests and projects are easily overlooked. Organization and clarity within today's digital marketing agency will relieve stress later.
It's almost like you get two for one with a Client Account Manager.
They can leverage their insight into client needs and extensive knowledge of how the team works to build internal processes that support the team's best work. No more items slipping through the cracks!
Take it from us, who have seen the extremes from the worst project management to the best workflows. We understand this part of the business is not everyone's cuppa tea. That's why you need an account manager or a project manager who can prioritize how everything operates internally.
As your agency grows, so will the need for operational improvement. Start building your streamlined workflows now, so you have a solid foundation. It's an ever-evolving process and it’s essential to review project management setups quarterly or yearly.
Account Managers Are Standard Operating Procedure Maintenance Pros
We get it. Setting up processes, documenting them, and enforcing them is a full-time job. Another reason you need a Client Account Manager on your team!
Consistency is key to delivering quality digital marketing services. A well-documented SOP ensures that every team member is aligned with the process and execution. It reduces the risk of error and maintains a high standard of service. Your account manager will oversee this, clearly outlining and following every procedure.
Additionally, the digital world and your agency are constantly changing. What worked last year might not be effective now. An account manager dedicated to maintaining and updating SOPs ensures that your strategies and processes remain current and effective. This proactive approach helps your team use up-to-date best practices.
Maintaining SOPs comes with the territory—they are often neglected but super important parts of running a business! When you hire with us, the account manager will already have an SOP for their role. You can ensure relevant processes are documented, existing SOPs are updated regularly, and new ones are created for the company.
Three cheers to an SOP library that is organized and managed!
Enhance Your Onboarding Workflow
Account managers can onboard with their eyes closed! Well, almost. When you have a dedicated Client Account Manager on your team, you no longer need to worry about the who-what-when-where of onboarding new clients. It's also one of our favourite parts of the job.
We all know first impressions are everything! Streamline your process for integrating clients into your agency with automation, efficiency, and flair for an unforgettable experience. With the click of a button, the client will be ready to rock!
Steal our detailed checklist and relieve any onboarding woes. We're serious — download the resource for free here and start implementing processes immediately!
Automate Client Gifting, Reap the Rewards
Don't discount the impact of a thoughtful gift. Our Client Account Managers are gifting pros! Over the years, we've learned what works. We've decided it's only fair to share some of our trustworthy steps to a successful (and fun!) gifting process:
Set up pre-approved agency gifts for each occasion the team and agency owner decide.
Create a cadence calendar with timelines and reminders in your project management system.
When the time comes, the assigned team can quickly get the gift ordered with the press of a button.
Then comes celebration and gratitude!
Review client feedback internally every quarter to adjust the approach or gifts.
Ok, we'll throw in some gifting opportunities to add to your ideas list. These are sure to help you stand out:
Thinking of You - for hard times or loss
Milestone Markers - for big and small wins achieved together
Client Anniversaries - for 1, 3, 5 years of partnership and beyond
Enjoy Your Time Off - for those who deserve needed R&R
Congratulations - for personal endeavours such as an engagement, new baby, or house purchase
We Miss You - for a touch base with CEOs or higher-up executives to keep that expanded rapport high
The present does not have to be grandiose. Small gestures of kindness, mini treats of recognition, and gift cards showing up as a surprise go a long way!
With a tried and true process, client gifting becomes part of the overall strategy, resulting in various benefits for the client and your agency. Implementing a client gifting strategy is not just about gifts; it's about client retention, satisfaction, and overall appreciation. Your actions matter; make 'em count!
Are you In?
Is that enough for you to say, "I'M IN!"? If you're looking for more - we've got it! Book a call with us now, and let's chat about how DOT & Company can set you up with the perfect Client Account Manager match. We'll gather your streamlining gaps and needs, then discuss how an account manager can help your agency operate smoother than a baby's bottom! You'll feel more confident in your team and client satisfaction in no time. We look forward to chatting!