Guides and Templates

Agency Account Growth Planning Template

A template for managing structured growth of marketing agency client accounts

About this guide

We created this template to help Account Owners (Group Account Directors, Account Directors) and their teams in agencies to plan the growth of their client business in a structured way.

Guide Structure

  • Account Background
  • Historical and Current situation
  • Account ambition
  • Action Plan for Sales Opportunities
  • Blocks to success
  • Tangible revenue forecast
  • Next steps / Selling in to clients
  • Account Handler Checklist

How will the Account Growth help me and my business?

With the high risk and cost of pitching for new business, retaining and growing profit from established client accounts is an essential focus for most agencies.

Often business as usual, i.e. paid work takes priority, so account growth may not get sufficient attention. The aim of this template is to give you a framework which will give a more structured approach to growing an account. It’s aim is to elicit new, creative campaign or projects opportunities for you.

As an update in April 2017, this guide now also contains a capability review for agencies to benchmark their agency growth.

Who is it for?

We created this template to help Account Owners (Group Account Directors, Account Directors) and their teams in agencies to plan the growth of their client business in a structured way.

What does the template cover?

The Agency account growth template is structured in these sections:

  • 1. Account Background
  • 2. Historical and Current situation
  • 3. Account ambition
  • 4. Action Plan for Sales Opportunities
  • 5. Blocks to success
  • 6. Tangible revenue forecast
  • 7. Next steps / Selling in to clients
  • 8. Account Handler Checklist

Resource Details

About the author 

Mark Kelly is a freelance digital marketing consultant working with agencies and direct clients of Mark Kelly digital consultancy. You can follow him on Twitter or connect on LinkedIn.

 

What’s inside?

The guide is a 6 page Word document template in table form for agencies to amend or complete

Business Membership is required

Business members get full access to this and 9 other guides in the Agency Growth and Management Toolkit.

Learn more about business membership Already a Business member? Login here Look Inside

Trusted by marketers all over the world

Since 2009 our toolkits have helped thousands of marketers in over 100 countries to hit - and exceed - their targets.
Will you be next?

...plus over 150,000 consultants, agencies, entrepreneurs and SMB's in over 100 countries.

Get better results

"A goldmine of digital information on digital marketing that can help you get better results"

Make your job easier

"I'd recommend signing up to Smart Insights for a suite of useful tools
from planning templates to strategy docs and a variety of other guides to make your job easier."

Tenfold improvement

It's my digital marketing go-to Bible Tenfold improvements in digital marketing results."

Learn more about business membership
CLOSE