A template for managing structured growth of marketing agency client accounts

Plan the growth of your clients in a structured way with our growth planning template, perfect for account directors and managers

Agency Growth and Management Toolkit
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Template for Agency Account Growth Planning

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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.

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

About the Template for Agency Account Growth Planning

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

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
Look Inside the Template for Agency Account Growth Planning

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Agency Growth and Management Toolkit

The Template for Agency Account Growth Planning is part of Smart Insights Agency Growth and Management Toolkit. With a Smart Insights membership you gain access to, not only this guide, but also the 7 other resources in the toolkit.

..but that’s not all. With Business Membership you also gain access to 20 other Toolkits containing 150+ other resources, all available to you. All toolkits are designed to be super- actionable, to help you:

  • Plan - Create a structured plan and roadmap by reviewing your current weaknesses and the opportunities to boost online leads and sales
  • Manage - Review your marketing activities, so that you know where to focus to get the Quick Wins which will make the biggest difference
  • Optimise - Learn the best practices and success factors to help you compete to get better results

So why wait? Get instant access to this guide and see for yourself how easy it is to take your digital marketing—and your career—to the next level with our Toolkits

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