top of page

Day 4: Account Executive 

logo_transparent_background.png

Day 7 will be a good day! You will get a chance to work with our Account team to learn more about customer management, internal and external communications, as well as how your role will impact theirs. 

EACH DAY YOU SHOULD BE ASKING YOURSELF & OUTLOUD TO OTHERS THE 3 FOLLOWING QUESTIONS: 

​

  1. How does my role work in relation to yours, or that role? 

  2. How can I better understand this process?

  3. What is the best thing I can do in my role to help you in yours?

​Account Executives

​

Our accounts team are the liaisons between an agency and our clients. They oversee the agency-client relationship, determining clients’ needs—what they’re looking to achieve short-term and long-term—and ensuring the agency delivers.

​

Read The position description for the Account Executive team HERE

​

​

​​

  • Client Discovery

    • Goals and KPIs​

  • RFP & RFI

  • Services & Scope

  • Client Proposal & Contract

  • RFAC

  • Client Onboarding​ 

  • Client Call Agenda

  • War Room

    • 3 creative and strategic team meetings for each new client that we onboard. ​

    • View the War Room Agendas HERE

  • How to update your portion of goals and KPIs, and provide good news to AE team members and clients on agendas.

    • Good news sandwich. 

      • Good - Bad - Good news

  • Communication between Account Executives and Project Managers

    • Weekly meetings​

    • Daily touchpoints

    • Client communication

  • Wrap Reporting

    • We provide a full "wrap report" after each event, or contract term. The report provides lessons learned, analytics, suggestions, and more. ​

    • View example Wrap Report HERE

​

Next: Please review and learn more about the following items.​​

​

​

​​

  • Review Expectations (Overview by CEO of company expectations)​​

​

​

​

  • Finalize your first Client Audit "Scrub" today.

​

​

​

​

​

bottom of page