Ever feel like you're drowning in a sea of clients with no way out? In this episode, we'll reveal surprising strategies to turn that chaos into control and even find time to be proactive.
Discover game-changing tips that will help you prioritize, streamline communication, and leverage technology to manage your client portfolio efficiently. Transform chaos into control and find time for proactive account management.
🔖 IMPORTANT MOMENTS
0:00 - Introduction
0:35 - Managing large client portfolios
1:13 - Prioritization of accounts
3:30 - Streamlining communication
6:46 - Setting boundaries for response times
13:58 - Leveraging technology
15:55 - Using AI for meeting notes
16:28 - Being proactive
20:05 - The KAM Club membership
20:46 - Conclusion and resources
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🔥KEY TAKEAWAYS
— Common issue: Account managers handling too many accounts.
— Key strategy 1: Prioritization – categorize clients based on potential revenue, risk of churn, and strategic importance.
— Key strategy 2: Streamline communication – implement a communication cadence and use standardized email templates.
— Key strategy 3: Leverage technology – use tools like TextExpander, Harper.AI, and Fathom for efficiency.
— Key strategy 4: Set boundaries – define working hours and response windows to manage client expectations.
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📚 RESOURCES
Stephen Covey's "First Things First": [ Ссылка ]
TextExpander: [ Ссылка ]
Harper.AI: [ Ссылка ]
Fathom: [ Ссылка ]
Inoreader: [ Ссылка ]
Business Trends List on X: [ Ссылка ]
Show notes: [ Ссылка ]
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I'm a key account management evangelist building simple systems that help busy key account managers get better results. I offer coaching, training and consulting, so why not grab an obligation-free call and learn more about how I can help you?
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