Account Manager

Daniel SegaloOctober 26, 2022

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Price

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Course Content

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Introduction

Welcome Training 4 Topics

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Our Core Values

Job Description 4 Topics

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Working Within Our Agency as a DOT CAM

Job Description

Account Manager Expectations

How to Win as an AM

Client Management & Onboarding 5 Topics

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Onboarding Process

Onboarding Meeting/Discovery Call

Utilizing the PM & Our Team

Managing Clients

Crafting Emails & Tone of Communication

Tools You’ll Use Daily 10 Topics

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Agency Analytics

ClickUp – Introduction

ClickUp – Creating and Managing Tasks

Screencastomatic

Design Tools to Use

Google Platforms

Using Preview (For Mac Users)

Reports 3 Topics

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Generating & Sending Reports

Monthly Reports

Quarterly Reports

Internal Processes & Team

Our Clients 12 Topics

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Priority Levels

Grandview Homes

Diamond Contractors

Kissee Inspections

General Pest Control

KC Relationship Institute

Catalyst Painting

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