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Letting Account Managers Go and the Impact on Client Relationships

 
 
 
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Are you worried about what will happen if your Account Manager leaves your agency?

It's a topic that often comes up when we talk to Agency Owners, so on this episode, we're chatting about the impact this can have on clients (Good news: it doesn't need to be a negative thing) and tips for how to help the transition.

As of this moment, do you have an Account Manager SOP built out for your agency?

If not, we highly recommend you get onto this. Not only is it best practice to have all your processes documented BUT having a detailed SOP really helps when your Account Manager is moving on. An SOP means that while it'll be a new face, the level of service stays the same!

🔥 Pro Tip: when communicating the change to clients, keep it positive – let them know you have a plan and that this won't affect their account's results.

Listen to this episode so that if letting go of an Account Manager does come up, you're prepared.


Cheers to happy clients,

Taylor

P.S. Want access to our SOP templates that we mention in this episode, then join CAM Community today. Find out more.

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Time ManagementDOT & CoSeptember 25, 2023Account Manager
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