Account Manager (Agency)

Client Onboarding

1.1 Internal Meeting and Preparing Collaterals

Following the acquisition of a new client by the company, the Business Development Manager / Executive will conduct an internal meeting to discuss the campaign details. break down the client’s brief, as well as work with team members to determine roles and responsibilities amongst team members involved.

The roles of the Account Manager at this stage will be as follows :

• Prepare the Minutes of Meeting (MoM) document for the internal meeting and ensure all team members involved are given a copy of the M.O.M. The MoM is to be prepared within 24 working hours of the internal meeting being conducted.
• Should there be preparations needed before the Client Onboarding Meeting, the Account Manager will keep track of the preparations based on what is stated in M.O.M.
• Account Manager must ensure the MoM tasks and deliverables are completed within 72 working hours of the internal meeting.
• The Account Manager brings along all the materials needed to be presented to the client during the onboarding meeting.

1.2 Onboarding Meeting

An onboarding meeting between the client and the Business Development Team is conducted before the kickstart of the campaign. The meeting will discuss the following :

Preparation of the Scope of Work (SoW) document- This document will stipulate the campaign objective, deliverables agreed upon with the clients, timeline of work deliverables to prepare for launch. The SoW document is to be prepared within 48 hours of the onboarding meeting and sent to the client to be signed before the execution of a campaign.

1.3 Client Campaign Launch

Campaign Management & Monitoring

After a campaign is launched, an Account Manager is tasked with ensuring that the services purchased by the client are regularly monitored to ensure that deliverables within the SoW document are met, and that the performance of the campaigns is maintained, if not exceeded. The Account Manager is to regularly check the website and with relevant stakeholders for the following :

2.1 Online Branding and High Quality Leads

2.2 Content Marketing

2.3 Digital Marketing

Contract Renewal

Upselling to Current Campaigns

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