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How to be a Rockstar Account Manager

Master the Skills and Mindset to Elevate Your Role and Drive Client Success

Published on by Adam Buckeridge, Director of Client Delivery

In the digital agency world, account managers are the linchpins that ensure client satisfaction and project success. At Crowd Favorite, we believe that being a rockstar account manager is about more than just managing accounts; it's about building lasting relationships and delivering exceptional value. Here’s your guide, based on our success stories, to elevating your role and becoming indispensable to your clients.

Foster Trust and Build Relationships

Building trust is crucial in account management. The magic formula for a successful client relationship is Trust = (Credibility + Reliability + Intimacy) / Self-Orientation. At Crowd Favorite, we focus on being credible, reliable, and intimately understanding our clients while minimizing self-orientation.

Practical Tips:

  • Credibility: Always be honest and transparent. If you don't know something, say so. Do your homework for the client.
  • Reliability: Make specific commitments and deliver on them. Send meeting materials in advance and ensure meetings have clear goals.
  • Intimacy: Be the first to make a move in building trust. Share relevant insights and be candid without being harsh. Foster an environment where the client feels safe sharing their concerns and aspirations.

Minimize Self-Orientation: Focus on the client's needs and concerns, not on showcasing your knowledge or winning arguments. Listen actively and reflect back what you hear.

Adopt a Winning Mindset and Core Values

Our core values at Crowd Favorite are the foundation of our approach to account management:

  • Open Book: Be candid, honest, and transparent with clients.
  • Go For It, Try Again, Move On: Embrace boldness and resilience.
  • Leave It Better: Strive for continuous improvement.
  • Adapt or Die: Be innovative and adaptable.
  • Satisfaction Guaranteed: Commit to exceeding client expectations.

Make your customer the hero of the story. Focus on their strategic objectives, the benefits they gain, and the journey they undertake. Active listening is crucial; it allows you to understand their goals, campaigns, and future needs better. Always be present in meetings, reflect back what the client is telling you, and ensure every interaction matters.

Master the Art of Communication

Communication is key to effective account management. Use positive, solution-oriented language to guide clients towards feasible solutions. Instead of saying "no," focus on what can be done and how it aligns with the client’s goals. Documenting communication is crucial to maintain clarity and avoid misunderstandings. Remember, effective communication builds trust and strengthens relationships.

Practical Tips:

  • Use “Yes, and…” instead of “No, but…”
  • Follow up verbal agreements with a summary email to maintain a clear record.
  • Regularly check in with clients to update them and address any concerns proactively.

Dive Deep into Client Research to Drive Strategy

One of the biggest differentiators at Crowd Favorite is our commitment to thorough client research. Understanding your client’s business, industry, and competitors is essential. Conducting deep research helps us understand where a client is headed, allowing us to equip them with the right tools and strategies to get there.

Practical Tips:

  • Set up Google Alerts for your client's company and key competitors to stay updated on news and developments.
  • Follow industry leaders and publications on LinkedIn and Twitter to gather insights and trends.
  • Create a client dossier with key information such as fiscal year dates, competitor landscape, and major annual events.
  • Read quarterly reports: These provide valuable insights into a company’s performance, growth opportunities, and strategic focus areas. Summarize the takeaways using AI-approved tools to ensure accuracy and comprehensiveness.
  • Understand financial data: Gain insights into the client’s financial health and strategic priorities by reviewing financial statements and investor presentations.
  • Monitor competitor activities: Stay aware of what competitors are doing and how it might impact your client.
  • Use AI tools for summarizing reports: Tools like OpenAI's language models can help you quickly distill key points from lengthy documents.

By deeply understanding where your client is and where they want to go, you can proactively suggest strategies and tools that align with their goals, making you an indispensable partner in their success.

Stay Consistent with Regular Touchpoints

Consistency is key to effective account management. Maintain regular touchpoints with clients, ensuring open communication. Daily tasks include responding to client inquiries and monitoring feedback. Weekly check-ins help address concerns and keep projects on track. Monthly reviews provide an opportunity to analyze feedback and track progress. Quarterly business reviews are essential for strategic planning, while yearly account planning helps identify new opportunities for growth.

Practical Tips:

  • Schedule regular check-ins and stick to them.
  • Use project management tools to track progress and communicate updates.
  • Prepare a summary report for quarterly business reviews to highlight achievements and plan for the future.

Measure Success and Strive for Improvement

To be a rockstar account manager, measure success and continuously improve. At Crowd Favorite, we use key performance indicators (KPIs) like client satisfaction, engagement metrics, and revenue growth to track performance. Setting and tracking goals helps stay focused and motivated. Seek client feedback and adapt to their needs to enhance performance and drive better results.

Practical Tips:

  • Use client satisfaction surveys to gather feedback.
  • Track engagement metrics such as email open rates and meeting attendance.
  • Regularly review and adjust your strategies based on performance data.

Your Turn to Shine

By adopting the right values and continuously improving, you can build strong, lasting relationships with clients and drive business success. Becoming a rockstar account manager requires strategic thinking, effective communication, and a client-first mindset.  You too can be a rockstar by following these best practices and striving for excellence in everything you do.

The Original WordPress Agency

Did you know that Crowd Favorite is the Original WordPress Agency and has been specializing in WordPress, Web Applications, Open Source & user experience since 2007? You can find our case studies on 🌟