For Account Executives and Account Coordinators

Dates & Details

Date TBD
11:00 AM - 3:00 PM Eastern Time

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


Members: $369 per attendee
Non-Members: $399 per attendee


Agencies who are an active part of their clients’ planning process are more likely to succeed as long-term partners versus agencies who work on a project basis. Executing strategic marketing plans can support your agency’s position as a thought leader and contribute to long-term billings and profits. This session will help you learn how to embrace the planning process and sell strategic marketing plans to prospects and clients. Plus, we'll complete a sample planning exercise as a group so you can see how it all works!

Topics include:

  • What is strategic market planning
  • Why agencies should offer planning
  • How the account team participates in planning
  • What is an account planner
  • The planner's role in the process
  • The importance of research
  • Pinpointing and understanding insights
  • Putting those insights to work
  • Elements of a good plan
  • Bringing it together in the plan
  • Ensuring clients embrace the plan


This session will also include plenty of time for group discussion and Q&A. Come ready to interact, share and learn!