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THE COMPLETE GUIDE
TO ACCOUNT SERVICE


For Account Executives and Account Coordinators

Dates & Details

DATE TBD
11:00 AM - 4:00 PM Eastern Time

Virtual Training: Includes live presentation, discussion, and Q&A

This session is part of our certified training series

Pricing

Members: $399 per attendee
Non-Members: $499 per attendee

WHAT YOU WILL LEARN...

This hands-on session is one of the most practical and well-rounded seminars available for agency account service professionals. Whether you're new to the role or looking to sharpen your skills, you’ll gain proven techniques to improve communication, stay organized, think more strategically, and strengthen client relationships.

We’ll focus on practical strategies that help you stay ahead of client needs, handle challenges with confidence, and contribute to your agency’s growth. It’s a valuable opportunity to level up your day-to-day performance and protect the relationships that matter most.

TOPICS INCLUDE

  • Principles of account service
  • How to be proactive, not reactive, with clients
  • The importance of listening
  • Effective client communication in a virtual world
  • How to get more billings from current clients
  • Organizing the daily work
  • Working effectively with creatives
  • AE Productivity
  • Time management tactics and effective estimating
  • Tracking estimate versus actual
  • Client problem areas and how to remedy them
  • Agency report cards