Client Alignment: Improving Agency Efficiency & Client Satisfaction

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About This Webinar

Clients and agencies are rarely aligned from one project to the next.

Often, account managers accept vague client requests without strategically engaging the client to ensure clarity of objectives and deliverables. After all, no one wants to sound dumb by asking a lot of questions. As you know, this results in multiple...

Clients and agencies are rarely aligned from one project to the next.

Often, account managers accept vague client requests without strategically engaging the client to ensure clarity of objectives and deliverables. After all, no one wants to sound dumb by asking a lot of questions. As you know, this results in multiple rounds of work, plummeting margins and frustration on both sides.

Clients expect agency teams to more proactively lead, provide strategic counsel, and manage the process efficiently. The onus is on your teams to step up at the outset of each assignment:

  • Ask specific strategic questions to help each client understand exactly what they really need
  • Align those needs with a project scope (and agency resources)
  • Then (only then) begin the work

In this session, we’ll outline how to orchestrate this alignment in a way that will transform the efficiency of your client projects, while improving client satisfaction.


Training Materials

Following the training, you will be provided with one week of recording access.


Who Should Attend

This training session is designed for senior and mid-level account team members who play a key role in managing any strategic development or projects with your clients.

Instructors

Jerry May

Director, Agency Growth Strategy

His passion lies in improving the new business performance of mid-size and small agencies by helping them realize their brand potential through sound insight development, strategic planning and smart execution. He believes that providing relevant customer and market insights strengthen an agency’s ability to identify, anticipate and respond to customer technological and competitive market trends is the key to winning and retaining business. It’s these agencies that have a distinct advantage by virtue of being more innovative, agile and effective. Ultimately, with all agencies, he has found that a deeper immersion in the client’s business and target audience is the key to converting more business.

 

His training is backed up with an extensive background on the client and agency-side. Jerry began his career at The Clorox Company where he played a leading role on a number of brands including Clorox Liquid Bleach and Kingsford Charcoal. A series of agency assignments followed which took Jerry from San Francisco to Seattle, Los Angeles, Montana, back to Seattle and then Nashville where he served as Director of New Business Development for a $300MM holding company with offices in 9 cities.

 

He’s worked on accounts that have included Bank of America, Microsoft, The North Face, Alaska Airlines, Dairy Queen, Del  Monte and an extensive list of healthcare clients.

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