Guides and Templates

Agency account growth planning template

A template for managing structured growth of marketing agency client accounts

About this template

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.

Template structure

The template covers these activities:

  • 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. Its aim is to elicit new, creative campaign or projects opportunities for you.

The template also contains a capability review for agencies to benchmark their agency growth activities.

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

Mark KellyMark 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

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