Account management advice from agency expert Karl Sakas

Karl Sakas
Karl SakasAgency Consultant at Sakas & Company
Karl Sakas | Agency Consultant | @KarlSakas
@KarlSakas
@KarlSakas
Build a
P.E.T. Client
FLYWHEEL
@KarlSakas
Build a P.E.T. Client FLYWHEEL
Set Your Principles
Show Empathy
Use New Tools
@KarlSakas
Build a P.E.T. Client FLYWHEEL
By Soylentgreen [GFDL (www.gnu.org/copyleft/fdl.html) or CC-BY-SA-3.0 (creativecommons.org/licenses/by-sa/3.0/)], via Wikimedia Commons
@KarlSakas
@KarlSakas
@KarlSakas
Jessica
The Difficult Client
@KarlSakas
Discuss
Bad Client Service
• Is the customer always right?
• Strategy-first?
• What’s your MLoE?
@KarlSakas
1) Set Your Priorities
• Terrible Client ≠ Terrible Person
• Professional & personal goals
• Assess “normal” expectations
@KarlSakas
2) Show Empathy
• Pre-kickoff survey
• “Strategically free”
• Reason-Options-Choose (R-O-C)
@KarlSakas
3) Use New Tools
@KarlSakas
"People need to be
reminded more often
than they need to be
instructed."
Samuel Johnson,
Author (1709-1784)
@KarlSakas
Act Out!
@KarlSakas
R-O-C Framework
1.
2.
3.
Cite a Reason.
Give 2-3 Options.
Let them Choose.
@KarlSakas
Real-World R-O-C Examples
1. Past-due client wants new, urgent work.
@KarlSakas
Real-World R-O-C Examples
2. They keep calling for help after launch.
@KarlSakas
Real-World R-O-C Examples
3. Client asks you to do something stupid.
Account management advice from agency expert Karl Sakas
@KarlSakas
Build a P.E.T. Client FLYWHEEL
Set Your Principles
Show Empathy
Use New Tools
Account management advice from agency expert Karl Sakas
Account management advice from agency expert Karl Sakas
@KarlSakas
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Account management advice from agency expert Karl Sakas
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Account management advice from agency expert Karl Sakas