How to systemise account management in your agency, with Alex Raymond

Welcome to Episode 44. In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. Kapta is a key account management platform. We chatted about: - the importance of having a client development plan - the value of running quarterly business reviews - how to avoid client churn - and also how account management's going to evolve over the next three to five years. I hope you enjoy my chat with Alex and you can check out the details for KAMCon on the website which is https://kapta.com/kamcon A reminder also that my next Account Accelerator programme starts on 23rd of September. This is a transformational programme for agency account managers and account directors to take your agency from unpredictable project revenue to more predictable account growth. It's a playbook for growing existing business, a step by step process and a toolbox of strategies that you can take back to your agency and apply. https://www.accountmanagementskills.com/training On this page you'll also find testimonials from account directors and account managers who've been through the programme.