4/11/2023 0 Comments One and all agency![]() This includes a focus on client retention, as well as onboarding new clients. Account Management (AM)Īccount Management (AM) is about keeping clients happy (and, typically, upselling them more work). ![]() My definitions assume a single focus, but I recognize that multi-role employees may wear 2-3 hats if that applies to your agency, you’ll mix-and-match the responsibilities. Some people at your agency may wear several hats, as they perform more than one role at once. What does each category mean? Read on for definitions-and a preview of billable targets. ![]() My Six-Role Framework: What are the six Agency Role categories?Įvery agency position fits into at least one of these six categories: Don’t miss out- subscribe to my newsletter to get updates when the followups go live. In a series of future articles, I’ll review how to customize billable targets, how to combine multiple roles without creating new problems, and where agency owners should focus to see the strongest ROI on time. I have a range of options to fit most budgets, including my new bite-size consulting calls. If you get stuck-or you want an expert opinion to confirm you’re on the right track- contact me for help. By the end of this article, you’ll have a clearer view into potential blind spots, so you can start making improvements. Today, let’s review my six categories-including definitions, common job titles, and a preview of billable targets. Ultimately, knowing-and acting on-my six-category framework will help you make your agency more profitable. Once you understand the foundational roles, everything about running your agency gets easier-you can create the right jobs, hire the right people, communicate internally and externally, and manage your team for better results. The right approach is unique to your agency, but there’s a universal factor- all agency roles fit into one of six core role categories. ![]() Agency roles fit into 6 categories: AM, PM, SME, Strategist, BizDev, and Support.Agency owners frequently ask me for advice on agency structure and roles, including how to change team structure as they grow. ![]()
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