3 Resources Our Account Manager Swears By

After 5+ years in business, we’ve uncovered a collection of account management resources that we swear by for optimizing productivity, fostering client satisfaction, and driving business growth. Having the resources like these at your fingertips can mean the difference between merely meeting expectations and exceeding them with flying colors. Read on for our favorites!

ACCOUNT MANAGEMENT RESOURCE #1: CAREER CIVILITY

account management resources

Starting off strong with a valuable resource that can be applied to any profession - allow us to introduce you to Career Civility, a communication consulting firm with a mission to foster healthy and productive relationships in the workplace.

In fall of 2021, we had the pleasure of working with Jenna Rodgers, the Founder, for a 3-month communication training, and I can’t even begin to tell you how much it transformed our internal and external communication.

Through one-on-one monthly calls, we were able to address our current communication challenges and walk away with done-for-us templated responses for navigating them effectively. She taught us things like how to:

  • Send emails that spark action

  • Increase our email response rates 

  • Organize our inbox to boost productivity

  • Communicate more productively in the workplace

We compiled everything we learned from Jenna into one master “Email Templates” Google Doc that I refer to often for an easy copy and paste when it comes to client communication. 

At the very least, we recommend subscribing to her newsletter. You’ll receive weekly email communication tips + templates delivered right to your inbox. It’s awesome - as is she! 🙂

ACCOUNT MANAGEMENT RESOURCE #2: DOT & COMPANY

account management resources

This next resource we actually found on Spotify when searching for account management-related podcasts. Little did we know we’d be lucky enough to find one tailored specifically to account managers of digital marketing agencies! The Happy Clients Podcast, produced by Dot & Company, has countless episodes ranging from 10 minutes to an hour sharing allll the account management tips.

The discovery of this podcast led us to the discovery of their marketing account management agency, Dot & Company, and ultimately their account management online course, CAM School. Now rebranded to CAM Community, this course provided us with the exact client management tools, systems, and training that they provide to their own account managers! 

After taking the course back in 2022, we immediately implemented a few new client-facing systems and processes that we can’t imagine now how we ever lived without. Check them out to see what we mean!

ACCOUNT MANAGEMENT RESOURCE #3: SOCIAL MEDIA CLIENT SUCCESS BUNDLE

Lastly, the culmination of some of our top account management resources can be found in our Social Media Client Success Bundle. This bundle was created to provide social media managers and account managers alike with the tools they need to ensure successful and solid client relationships from the start. It’s inclusive of countless popular downloads like:

  1. How to Set Boundaries With Social Media Clients

  2. Client Onboarding Checklist

  3. Social Media Proposal Template

  4. Social Media Crisis Management Checklist


We hope you found this blog post helpful in discovering a few of our favorite account management resources! For more tips, follow us on Instagram and subscribe to our weekly digital marketing newsletter. Chat soon!

xx,

The Homies

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3 Email Templates Your SMM Biz Needs for Effective Client Communication