10 Minute Audit Process
The 10 Minute Audit Process is an operations and procedures auditing process.
Account Manager Branding Guide
Personal Branding is not simply a social media strategy and/or advertising campaign. A great Personal Brand is one that has a foundation of finding your potential and creating who you want to become. The complexity of brand identification, communication, and management is difficult. That’s why many people fail and are misunderstood. This workbook will help you identify and manage all attributes of a strong and powerful Personal Brand!
Account Manager Development Program – Workbook
The Account Manager Development Program is designed to refine an experienced Account Manager. This workbook you will cover the following strategies and is designed as a progressive method of development to maximize productivity and success.
Team Dynamics
Growth
Selling Intellectual Property
Client Experience
Performance Management
Personal Development Plans
Improve Productivity
Personal Brand
Watch the supporting Account Manager Development Program training videos here.
Account Manager Power Start Up – Workbook
The Account Manager Power Start-Up™ program is designed to help new Account Managers. Account Managers can be young, old, experienced, or inexperienced. The goal of this program is to get them started up in proven skills and behaviors to maximize their performance.
This program is an online training program that is designed with coaching support. The agency will provide coaching support to maximize the outcome.
This program will help you understand where you are at, where you are going, and how to get there.
Agency Phases
Clarity is the key for success in all growth phases of your agency. The Agency Phases tool is vital in helping you gain understanding on focus areas today and setting the stage moving forward. Review this document with your leadership, managers and team at large. This document will support you in assessing your current state and developing future plans.
Client Experience
The purpose of the Operations Training – Client Experience exercise is the understand each person’s role in delivering the company client experience.
Communication Skills
The purpose of the Operations Training – Communication Skills exercise is to improve the communication skills and abilities of service personnel. Overall objective is to provide awareness of personal responsibility of communications as well as give tools to help with better communication.
Cross Selling Inside the Line of Business
The Operations Training – Cross Selling Inside the Line of Business resource is designed to help you discover the importance of how cross selling inside the line of business contributes to a Growth Culture and improves your Retention.
Handling Tough Client Situations
Our business has circumstances that cause us to have tough conversations or deal with tough situations. The purpose of the Operations Training – Handling Tough Client Situations exercise is to give ideas and attitudes to be able to handle “tough situations”.
Listening Skills
The purpose of the Operations Training – Listening Skills exercise is to improve listening skills with clients and teammates.
Managing Producer Behaviors and Expectations
Managing Producer Behaviors and Expectations is a tool to map out Producer and Account Manager relationship behaviors and expectations.
Non Verbal Communication Skills
The purpose of the Operations Training – Non Verbal Communication Skills exercise is to create awareness of non-verbal communications in the workplace and what impact it has. Recognize ways to improve all communications through proactive use of non-verbal techniques.
Operations On-Boarding Accelerator
The Operations On-Boarding Accelerator is designed to help your firm effectively onboard your operations employees so that they become engaged, quickly focused on productive work, contributing to business goals and become long-term players.
Organizing & Prioritizing
The Operations Training – Organization & Prioritizing tool is designed to help Operations leaders properly organize and prioritize their tasks. This training document should be used in conjunction with the Time Maximization Tools.
Personal Brand
The purpose of the Operations Training – Personal Brand exercise is to help understand personal branding and to create clarity about each person’s personal brand.
Personal Development Plan
The Personal Development Plan will help employees to assess their current situation, their goals, and what they need to reach these goals.
Presentation Skills
The purpose of the Operations Training – Presentation Skills exercise is to effectively present an idea or product to a client or colleague.
Priority Filter
The Priority Filter tool is designed to help you determine the priority of tasks or projects by bringing clarity to your decision making process.
Proactive vs. Reactive
The purpose of the Operations Training – Proactive vs. Reactive exercise is to identify the Proactive vs. Reactive models of servicing clients and understand the value of being proactive.
Problem Solving
The purpose of the Operations Training – Problem Solving exercise is to learn the ability to solve problems and make decisions based on consequences of those decisions.
This training is supported by the Consequence Worksheet.
Professionalism
The purpose of the Operations Training – Professionalism exercise is to define and clarify how service and operations staff can increase their level of professionalism. The overall objective is to provide awareness of how to provide the type of professional service that is desired by your clients and fellow staff members.
Results versus Activities
The Operations Training – Results versus Activities resource is designed to train service personnel to focus on the RESULT of a task – not just completing an ACTIVITY.
Reverse Performance Management Behavior Inventory
Reverse Performance Management Behavior Inventory is a sample for RPM performance management with a producer.
Selling An Idea Worksheet
This resource helps you identify assumptions and motives when selling an idea. The worksheet also breaks it down into the three groups; the Early Adopters, Middle Group, and Naysayers. Understanding how you will tailor your communications with each group will greatly increase your chance of success.
Skill Gap System Developer Tool
The Skill Gap System Developer Tool is designed to help you identify, prioritize and develop systems around skill gaps.
Team Synergy
The purpose of the Operations Training – Team Synergy exercise is to improve the synergy of a team that works closely together on a day-to-day basis. The overall objective is to provide awareness of individual’s strengths so that they are focusing on highest and best use of each other’s talent.
Teamwork
The purpose of the Operations Training – Teamwork exercise is to realize the power of teams over individuals.
Understanding ME & Being the Best I Can Be!
The purpose of the Operations Training – Understanding ME & Being the Best I Can Be! tool is to understand yourself and how you can maximize your strengths and natural talents in your role and daily life.
Understanding What Clients Really Need
The purpose of the Operations Training – Understanding What Clients Really Need exercise is to gain clarity of what is on the mind of a buyer and what they are really looking for when they are engaging with someone who sells them a product or service.
Your Outlook: Managing My Approach to Work
The Operations Training – Your Outlook: Managing My Approach to Work tool is designed to reflect on your outlook/approach to work and professional brand attributes.