STRATEGIC ACCOUNT REVIEW TEMPLATE FOR AGENCY ACCOUNT MANAGERS

Every Account Manager should regularly review the health of their account.
 
A strategic account review is a way to look back over the last 6 months/year to see what went well, what needed improvement and what's required to move the account forward. It includes an overview of the client's business, objectives and the agency's successes/challenges.
 
This 28 slide Powerpoint is a 'done for you' strategic account review template that you can simply overwrite with your client information and present to your team with confidence.
It can be used for multiple clients over and over again. 
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WHAT THIS TEMPLATE HAS TO OFFER

This strategic account review template contains everything you could want to present about your client's business and strategic objectives, how you and your company have been helping them achieve their goals as well as the successes and challenges you've had a long the way.

“This template saved me so much time. We had had many ups and downs with the account and I needed to explain to the team what we needed to do to keep the account on track. This was a great way for me to explain to the team what was needed.”

Sarah Philips - Account Director, Digital Agency, London

Overwrite the 'done for you' template

This modern template is clear, concise and structured. It'll guide you through a logical analysis step by step and you can simply overwrite the content with your own information.  You'll end up with a professional, modern looking presentation you can be proud of.

A Word From The Author

“Strategic reviews are no brainers but I wish I'd have had a template that was so tailored to my needs as an Account Manager in a communications agency. It made sense to develop it and I'm so pleased with all the positive responses I've received so far. I hope it's as useful to you as it has been for me and so many others!”

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