{"id":40176,"date":"2014-09-10T19:33:09","date_gmt":"2014-09-10T18:33:09","guid":{"rendered":"http:\/\/www.smartinsights.com\/?post_type=guides&p=40176"},"modified":"2023-12-11T11:43:07","modified_gmt":"2023-12-11T11:43:07","slug":"template-agency-account-growth-planning","status":"publish","type":"guides","link":"https:\/\/www.smartinsights.com\/guides\/template-agency-account-growth-planning\/","title":{"rendered":"Agency account growth planning template"},"content":{"rendered":"
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How will the Agency Account Growth planning template help me and my business?<\/h3>\n

With the high risk and cost of pitching for new business, retaining and growing profit\u00a0from established client accounts is\u00a0an essential focus for most\u00a0agencies.<\/p>\n

You may get stuck in business as usual, i.e., paid work takes priority, so account growth may not get sufficient attention. The aim of this template is to give you a framework which will give a more structured approach to growing an account.<\/p>\n

This template is designed to help grow your client\u2019s business, and it can also serve as a storage place for client information. Agency teams often change, so it's helpful to have a reliable source to learn about your client's business history.<\/p>\n

The template also contains a capability review for agencies to benchmark their agency growth activities.<\/p>\n

Who is this template for?<\/h3>\n

We created this template to help Account Owners (Group Account Directors, Account Directors) and their teams in agencies to plan the growth of their client business in a structured way.<\/p>\n

This template is available in Microsoft Word format so that you can modify it to best suit the amount of information you have available.<\/p>\n

How is this template structured?<\/h3>\n

The template covers these activities:<\/p>\n