How to Optimize Account Management for Better Client Retention

Small But Mighty Agency: Win clients and build better networks for marketing and consulting agencies

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תוכן מסופק על ידי Audrey Joy Kwan | Agency Growth Strategist. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Audrey Joy Kwan | Agency Growth Strategist או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

לפני שנה 29:16

MP3•בית הפרקים

Your account managers are key to client retention.

Excellent client account management leads to happy clients, and when clients are happy, they don’t churn.

My first role inside agencies was in Account Management, and I know what it takes to be a great account manager and lead account managers because I lived it for years.

When you walk in the shoes, you know the size of those shoes.

My guest today, Taylor McMaster, has done exactly that, too. Today, she owns a fractional Account Management agency.

In this latest episode of the Small But Mighty Agency podcast, we unpack the myth of the do-it-all account manager,

Why?

The expectation of the do-it-all account manager is often unrealistic and prevents your account managers from being effective at helping you retain clients.

In this episode we’ll dive into:

What it takes to be an excellent account manager
Best practices for client retention, including the importance of proactive communication.
Explore unrealistic expectations placed on account managers that keep them from fulfilling the core function of maintaining client relationships.

Tune in as we share how to optimize your account management team to keep clients happy, reduce churn and improve retention.

Show Links

Get the free Agency Together Newsletter and Build a Small But Mighty Agency

Join hundreds of agency owners receiving insights about growing and leading a small – less than 50 people – mighty agency. Get the free Agency Together Newsletter here.

DOT & Company: dotandcompany.co

Taylor’s LinkedIn

Happy Clients Podcast
Hey thank for hanging out with me at the Small But Mighty Podcast. If you enjoyed this episode it would mean the world to me if you hit the follow or subscribe button in your podcast app and share it with a friend. And I’ll see you on the next one.
Get the full show notes and more information here: https://audreyjoykwan.com/podcast-ep105
Podcast Edits by Lindsay Curtis

129 פרקים

#MBA #Entrepreneur #Business #Audrey Joy Kwan

How to Optimize Account Management for Better Client Retention

Small But Mighty Agency: Win clients and build better networks for marketing and consulting agencies

published לפני שנה

שתפו

MP3•בית הפרקים

Your account managers are key to client retention.

Excellent client account management leads to happy clients, and when clients are happy, they don’t churn.

My first role inside agencies was in Account Management, and I know what it takes to be a great account manager and lead account managers because I lived it for years.

When you walk in the shoes, you know the size of those shoes.

My guest today, Taylor McMaster, has done exactly that, too. Today, she owns a fractional Account Management agency.

In this latest episode of the Small But Mighty Agency podcast, we unpack the myth of the do-it-all account manager,

Why?

The expectation of the do-it-all account manager is often unrealistic and prevents your account managers from being effective at helping you retain clients.

In this episode we’ll dive into:

What it takes to be an excellent account manager
Best practices for client retention, including the importance of proactive communication.
Explore unrealistic expectations placed on account managers that keep them from fulfilling the core function of maintaining client relationships.

Tune in as we share how to optimize your account management team to keep clients happy, reduce churn and improve retention.

Show Links

Get the free Agency Together Newsletter and Build a Small But Mighty Agency

Join hundreds of agency owners receiving insights about growing and leading a small – less than 50 people – mighty agency. Get the free Agency Together Newsletter here.

DOT & Company: dotandcompany.co

Taylor’s LinkedIn

129 פרקים

#MBA #Entrepreneur #Business #Audrey Joy Kwan

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33:59

What’s the secret to building a high-caliber, close-knit team as your agency grows? Growing an agency isn’t just about increasing numbers; it’s about expanding in ways that keep your team engaged, connected, and performing at their best. In this episode, we dive into building a strong, scalable culture that keeps your team driven and purpose-focused. I’m joined by Victoria Gray, COO of Conversion Digital, a boutique agency that’s doubled in size under her leadership while maintaining a high-performing, purpose-driven vibe. We’ll cover: Three core principles that help keep a team connected, aligned, and motivated as you grow. A unique 'growth committee' model that connects employees with multiple leaders for mentorship, fostering shared purpose and top performance. And how to empower your team to make impactful decisions without constant oversight. If you’re looking to build a dynamic, motivated team, this episode is full of practical tips to help you grow while staying true to your agency’s core values. Let’s dive in." Show Links LinkedIn: Victoria Gray Conversion Digital: conversiondigital.ca Access our network designed for agency owners to get more consistent referrals, connections and collaborations. Agency Together can save you time and help you build a network that gets you the clients you want to work with. And don’t forget the free Agency Together Newsletter. Join hundreds of agency owners receiving insights about growing and leading a small – less than 50 people – mighty agency. Try the free newsletter . Hey thank for hanging out with me at the Small But Mighty Podcast. If you enjoyed this episode it would mean the world to me if you hit the follow or subscribe button in your podcast app and share it with a friend. And I’ll see you on the next one. Get the full show notes and more information here: https://audreyjoykwan.com/podcast/ep114 Podcast Edits by Lindsay Curtis…

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