Are you or someone you know eager to excel in an Account Management (AM) role? Our Transition to Account Management Coaching Program is designed to support individuals like you every step of the way! With a focus on flexibility and practicality, our program offers a comprehensive learning experience that fits seamlessly into your busy schedule. … Read More
Productivity
Navigating Growth: Building a Strong Client Management Foundation for Scale-Up Success
Are you a Founder or Entrepreneur transitioning from startup to scale-up and finding yourself spending more time on the business than in it? That’s a positive sign of growth, but it’s essential to ensure that your client relationships don’t suffer in the process. Here are three critical questions to consider as you navigate this next … Read More
Taking Client Tiering to the Next Level
Segmenting clients into different tiers is a strategic approach to effective use of account management time, optimising business relationships and maximising value. Often when tiering clients, we will start at the easiest measurement, revenue, or transaction volume, which makes sense as an initial sorting criterion. However, it is important to dig deeper into our client … Read More
Investing in a CRM: Is It Right for Your Business?
I’m often asked by businesses whether a Customer Relationship Management (CRM) tool is necessary, and my answer, nine times out of ten, is a resounding yes. If you’re a business that relies on long term client relationships, then a CRM is not just beneficial; it’s essential. Here are 8 things to consider when making the … Read More
Unlocking Client Growth: Embracing Discomfort for Business Success
In our pursuit of personal and professional growth, there is a delicate balance between discomfort, growth, and progress. Stepping outside our comfort zones often becomes the catalyst for real change and breakthroughs. Here are a few concepts that can impact on our own decision-making as well as our clients’. The Inverted U Theory The inverted … Read More
Are You Maximising Your Account Management Potential? The Lowdown on Client Tiering
One of the commonly asked questions in account management is whether to tier (or group) clients. In most cases, the answer is yes. Here’s why. Effective time and resource management: By tiering your clients, you can optimise the time and effort of your account managers. Prioritising high-value clients who contribute significantly to your business or … Read More
I have a sales team; do I really need account managers too?
So, you’re wondering whether you need an account management team when you already have a sales team? The answer is yes – if you are a business that sells products or services to other businesses and relies on long-term customer relationships. Then account management is essential for success. Sales teams are primarily focused on acquiring new … Read More
Revisiting Fundamentals: What is Account Management?
As a business owner/leader you’ll be no stranger to the importance of sales – it’s what brings in revenue and drives growth. However, there’s another aspect of business that shouldn’t be overlooked either – account management. In fact, good account management can be the difference between a one-time sale and a lifelong client. So, what … Read More
We can’t ‘change’ habits, but we can build better ones.
When we reflect on our performance it’s common to identify habits we’d like to change. The bad news is, because our brain likes to hardwire everything it can, it’s almost impossible to ‘change’ a habit. However the good news is, it’s relatively easy to create new wiring and thus build positive habits that eventually take … Read More
What do in-groups and out-groups have to do with team engagement?
Workplace engagement is the measure of connection and commitment employees have with and to their place of work. The stronger the feelings of connection and commitment, the higher the engagement. If we want to retain good people and recruit additional talent, staff engagement is critical. A key to building engagement is providing a psychologically safe … Read More