Account Management (a tactical guide to success)

Account Management (a tactical guide to success)

New to the role of Account (or Client) Management? Want to learn specific tactics to help you be a better client manager? You’ve come to the right place. Account Management (a tactical guide to success) is the podcast for what happens after the sale. We offer sound advice for Account Management professionals who want to sharpen their skills and grow in the role. We focus on real-world advice and tactics for success.

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Episoder(33)

The Art of Client Entertainment

The Art of Client Entertainment

In this episode, Fred and John discuss the (sometimes tricky) art of client entertainment.  Including: - Basics of approach to the process - Rules of the road - Difficult situations including harassme...

11 Des 20211h 8min

Meetings and Agendas

Meetings and Agendas

In this episode, Fred and John discuss the finer points of putting together a successful client meeting.  How to prepare, how to ensure no technical failures, and how to project presence.  Also what t...

1 Nov 202146min

How to Travel

How to Travel

One of the least discussed aspects of Account Management is how to approach travel.  In this episode, Fred and John discuss the three commandments of business travel: 1. Pack light and never check you...

23 Aug 202130min

Lead By Example

Lead By Example

In this episode, Fred and John discuss how to lead by example as an Account Manager.  Discussion of the strategies and tactics to demonstrate leadership in your organization and with your clients.

11 Jul 202148min

Remind the Client Why You are There

Remind the Client Why You are There

In this episode, Fred and John discuss the basics of reinforcing your value proposition to your client.  Including a deep-dive into the seven-step QBR (Quarterly Business Review) process.  Also, a dis...

5 Jun 202146min

Embracing Risk with Yes

Embracing Risk with Yes

In this episode, Fred and John cover how an Account Manager should think about when to say yes to client ideas.  How do you know when it's ok to say yes?  What should be your process if you are not ce...

27 Mar 202136min

When the Deal isn't Done

When the Deal isn't Done

This podcast covers what you do when you as an Account Manager realize there are still contractual or negotiation open items with your client... the 'deal isn't done'.  We discuss how to approach tact...

2 Mar 202154min

How to Think about Growth

How to Think about Growth

Fred and John review the skills needed to grow account management clients including: Project management Business reviews/goalsetting Relationship maps Goalsetting Plus, listener mailbag!

2 Feb 202146min

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