Turn one-off projects and accounts into long-term client partnerships.
ACCOUNT STRATEGY
A thoughtful method that is equal parts brains, guts, and heart.
One of the most common questions from agency and studio leaders is how to have more repeat or ongoing clients. The days of guaranteed retainers or agency-of-record contracts are waning, but the need for predictable business is ever increasing. And the usual advice from figureheads in the business industrial complex is either vague, nonsensical, or unreplicable.
We have account strategy tactics informed by decades of success doing the doing ourselves and teaching our approaches to teams and other leaders. We know how and why clients want to stick around—and when to not waste your time trying to change factors that are beyond your control. We understand which structures and roles in your organization will help or hinder healthy accounts. We teach account strategy (as well as business development) with tested methods that include repeatable actions, informed in part by our guiding principles for the best client partnerships.
UNDERSTAND YOUR CHALLENGES
Why is it so hard to get and keep clients?
What do clients really want and need from a creative partner?
How can you build sustainable business without retainers?
How is your org structure and strategic planning helping or hindering your accounts?
Who should be fostering and nurturing client relationships and contributing to building ongoing accounts?
BUILD YOUR PROGRAM
Collaborate across disciplines
Break down & prioritize the work
Outline roles and responsibilities for leaders
Mitigate risks and remove obstacles along the way
Bring everything together and share the plan to rally and inspire the team
WHAT WE OFFER
Strategy
Approaches and actions to take.
Detailed diagnosis of obstacles to business goals
Business / account development approach tailored to your business
Action plan with detailed tactics and order of operations
Materials
Frameworks for account strategy.
Strategic approaches and rationale
Scripts and guides for training the new methods
Supporting diagrams and documents
Sessions
Personalized guidance & support.
Presentations of strategic frameworks and action plans
Work sessions and coaching sessions for ongoing support
Between-session email support, with references and resources
CASE STUDY
Establishing Lasting Foundations
Client:
Thread Creative, an independent writing studio that harnesses the power of words and AI innovation to make more meaningful brands.
Engagement:
We advised the Thread leadership team on evolving their offerings in the face of market disruption, and expanding their business development strategies. In-depth conversations with the leadership team unearthed a unique competitive advantage that could be leveraged for new business, thought leadership, and focus in the craft.
In order to fulfill their newly articulated business goals, we also advised Thread’s Production leadership on how to galvanize key individuals with critical skills central to success. Alongside a vision and materials for an integrated Production discipline that is indispensable to business, we created a comprehensive framework and program for Producer Learning & Development, from junior to executive level.
Insight:
Clarify roles before building L&D programs.
It’s important for an organization to ensure the foundation for each discipline is established and sturdy before expecting more. The first step is to create (or update) and roll out materials to thoroughly communicate roles, responsibilities, skills, and leveling. Only after full clarity is established and communicated is your team ready to grow.
Other Components:
INTERESTED?
Get in Touch
Reach out to learn more about working with us, pricing, and how to get started