Client Planning Document
Lesson Conclusion
Coursework
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Module 1: Account Management Introduction
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Welcome to the Course (1:45)
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Foundation Level - What we can expect from you (3:46)
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The Supplyant Story So Far (6:01)
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The Power of Partnerships - The Supplyant Value Proposition (3:27)
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'The Rules of the Game' (1:34)
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Fundamental #1 - Task/Team/Individual - The Three Things to Bring Balance (6:07)
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Fundamental #2 - Time/Motivation/Skill - The Three Biggest Blockers to Clients (4:04)
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Fundamental #3 - Pay/Environment/CPD - The Three Key Areas to Personal Fulfilment at Work (2:35)
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Understanding Supplyant Abbreviations (3:29)
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Supplyant Inductions (1:49)
Module 2: Growth Plans
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Client Planning Document (13:10)
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5 Ways (6:16)
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Marketing, Sales & Customer control (FPIR framework) (5:44)
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P&L Calculator (6:40)
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Targeting (6:50)
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Setting KPIs (4:33)
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Seasonality (3:18)
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Budgeting (4:30)
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Organisation Charts (5:00)
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Weekly KPI dashboard (2:43)
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Promotional Calendars (4:57)
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Growth Plan Strategy Ideas
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80/20 Rule (1:51)
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Scheduling (3:20)
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Calendar Management & Default Diaries (3:06)
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New Client Checklist (4:34)
Module 3: Personal Effectiveness
Module 5: Clients
Module 6: Quarterly Review Processes
Module 7: Digital Skills Fundamentals
Module 8: Working with the Agency