Account Manager SOS: Your Action Plan for Handling 100+ Accounts

Ever feel like you're drowning in a sea of clients with no way out? In this episode, we'll reveal surprising strategies to turn that chaos into control and even find time to be proactive.

Discover game-changing tips that will help you prioritize, streamline communication, and leverage technology to manage your client portfolio efficiently.

What you'll learn.

• Common issue: Account managers handling too many accounts.
• Key strategy 1: Prioritization – categorize clients based on potential revenue, risk of churn, and strategic importance.
• Key strategy 2: Streamline communication – implement a communication cadence and use standardized email templates.
• Key strategy 3: Leverage technology – use tools like TextExpander, Harper.AI, and Fathom for efficiency.
• Key strategy 4: Set boundaries – define working hours and response windows to manage client expectations.

Resources:

• Stephen Covey's "First Things First"
• TextExpander
• Harper.AI
• Fathom

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