Strategic Advisor Mastery for Account Directors
Master Client Success: Equip Account Directors with Tools to Excel and Drive Client Growth
Any of this sound familiar?
Lack of Accountability: Are you noticing a reluctance among your team members to fully own client outcomes, resulting in a lack of proactive decision-making?
Poor Client Retention: Do you see your team struggling to maintain strong relationships with clients, leading to an increasing rate of client turnover?
Struggling with Strategic Conversations: Is your team finding it challenging to shift from operational day-to-day tasks to engaging in strategic discussions that drive long-term client success?
No Account Growth: Have you observed a stagnation in account growth, with your team missing opportunities for upselling or cross-selling that could benefit both the client and the agency?
Lack of Commercial Awareness: Are your team members struggling to understand broader market conditions and the business implications that these insights should have on their strategies?
No Managerial Experience: Are newer managers in your team lacking essential management skills, impacting their ability to lead effectively?
If these challenges sound familiar then our Strategic Advisor Mastery for Account Directors is the programme for your agency!
The programme is tailored specifically for Account Directors that are looking to take their skills and career to the next level.
Each workshop is hands on, with breakout sessions to work on putting what you have learnt into practical application. You will be expected to come prepared for each workshop and will be given optional (preferred) homework to complete by the end of the programme which will be reviewed and fed back by the trainers.
This ensures that you walk away with tangible outputs that you can implement straight away into your agency.
Numbers are limited to ensure plenty of opportunities to ask questions, and you will be paired with an accountability partner for each session. Each group will have a dedicated Slack channel providing opportunities to speak to fellow participants throughout the programme as well as having direct access to both trainers.
Programme Outline
Workshop 1: Setting Solid AD Foundations
Commercial Accumen
Understanding the WHY behind agency commercials
Improves the profitability of your accounts
Processes
Leverage frameworks for key client services processes
Define your agency’s onboarding process
Client Experience
Map out your clients first 100 days
Workshop 3: Building Strategic, Value-Driven Relationships
Client Relationship Management
Learn how to build long-lasting relationships with client
Discover tools and techniques to delve deeper into your client and their business needs
How to be a Strategic Advisor
Learn how to move from account manager to strategic advisor
Workshop 2: Selling with Confidence
New Business Sales
Define your new business sales process (CS view)
Learn how to leverage opportunities through referral and networks
Existing Business Sales
Define your existing client sales process
Learn how to nurture opportunities through lifecycle marketing
Workshop 4: Mastering Leadership Communication
Communication Skills
Utilise techniques to understand the true sentiments of your client
Learn how to handle objections and negotiate effectively
DISC profiling (not full application)
Workshop 5: Becoming a Growth Specialist
Account Growth
Understand how and why you should be segmenting your clients
Create an account plan from scratch for a selected account
Define your action plan
Workshop 6: Leadership Strategies for People Management
People Management
Learn how to develop your team effectively
Learn how to set clear growth objectives
Understand how to create a symbiotic cross-department relationship
What will I gain from attending?
Not only will you learn how to become a first class Account Director you will also come away with:
Frameworks for:
Ways of working
Client services standards
Onboarding
Internal brief
SMART objectives
Jahari windows
DISC breakdown
Communication cheat sheet
Processes for:
Client experience
New business
Existing client new business
Referrals
Templates for:
Account plans
What’s the cost?
The total cost of the workshop is just £950pp for 6 Workshops, that’s just £140 per workshop!
Discounts are available for multiple Account Directors from one agency, with a cap.
*Bespoke training for one agency is also available upon request.
What are the next available dates?
Every other Friday
10th January 2025 - 21st Match 2025
Meet the Trainers
Jo Rogers - Founder, Consultant and Trainer
Meet Jo, an accomplished trainer with over twenty years of experience in agency and client-side roles. Having led significant expansions at two major agencies and pioneered a client services department, Jo brings a wealth of expertise in client retention and agency growth. Her client-centric approach and deep understanding of client relationship management, account growth and operational excellence make her an invaluable asset to our training program. Join Jo to elevate your strategic capabilities and drive sustainable growth in your agency.
Jessica Benfield - Consultant and Coach
Meet Jess, with over 18 years of experience in both large and small agencies. Jess has a robust track record of growing and leading multi-million-pound client service teams, deeply understanding the dynamics required for client service success at any agency size. Jess skillfully supports teams in adapting to new working methods and technologies, always placing client growth at the forefront. A trained coach passionate about soft skills development, Jess is dedicated to enhancing the competencies necessary for building enduring client relationships that drive solid agency growth.
Join Jo and Jess to elevate your strategic capabilities and drive sustainable growth in your agency.
FAQ
Who should attend this workshop? This workshop is specifically designed for Account Directors who are looking to elevate their careers to the next level by transforming into strategic advisors within their agencies.
What will they learn in the Strategic Advisor Mastery for Account Directors workshop? Participants will gain advanced skills in strategic account management, client relationship building, and commercial acumen. They’ll learn how to conduct meaningful strategic conversations, identify growth opportunities, and implement high-impact account plans.
Do they need to prepare anything prior to the programme? We will send a pre-workshop questionnaire to all participants to fill in prior to the start and one after to ascertain levels of competency pre and post programme.
How interactive are the sessions? Each session is highly interactive, featuring case studies, group discussions, and Q&A opportunities. The limited class size ensures personalised attention, providing ample opportunity to engage with peers and trainers.
Will they choose who they are partnered with? We change partners for each session to maximise networking opportunities and exposure to diverse perspectives and strategies from other professionals.
What outcomes can they expect after completing this workshop? Upon completion, they will be equipped with the tools and knowledge to act as a strategic advisor, enhancing client relationships, driving account growth, and significantly improving your agency’s strategic impact. They'll leave with actionable strategies that can be immediately implemented.
How long does the workshop last and what is the format? The workshop spans 6 weeks with each session lasting approximately 2 hours. Sessions are conducted online, allowing participants to join from anywhere.
What is the cost of the workshop, and what does it include? The cost of the workshop is £2,750, which includes all 6 sessions, a bespoke portal with comprehensive workshop materials mentioned above, access to our dedicated Slack channel for ongoing support, and opportunities to network with industry peers.
Is there support available after the workshop ends? Yes, all participants will have continued access to the dedicated Slack channel to keep the conversation going with peers and trainers, ensuring ongoing support and community engagement. The trainers will also assess all homework and feedback post programme.
What will they need to participate in the workshop? They will need a computer with internet access, an email account, and a readiness to actively participate. All necessary materials, including session notes and access to our exclusive Slack channel, will be provided.
Are there any prerequisites or required knowledge? No specific prerequisites are required. However, participants will benefit most if they have a foundational understanding of client management and agency operations.
How are the workshops delivered? The workshops are delivered online through live sessions, designed to facilitate interactive discussions and provide real-time feedback, allowing you to apply concepts directly to your daily work.
What if they miss a session? Recordings of each session will be available to any participant that misses a session, ensuring they can catch up on any missed content.
How can they register for the workshop? To register your interest, please email Jo@clientsuccessmatters.co.uk or book a call here. We recommend registering early, as spots are limited to ensure a personalised and high-quality experience for all participants.