Account Management (a tactical guide to success)

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New to the role of Account (or Client) Management? Want to learn specific tactics to help you be a better client manager? You've come to the right place. Account Management (a tactical guide to success) is the podcast for what happens after the sale. We offer sound advice for Account Management professionals who want to sharpen their skills and grow in the role. We focus on real-world advice and tactics for success.

Fred Fuller and John Brown


    • Sep 26, 2023 LATEST EPISODE
    • infrequent NEW EPISODES
    • 42m AVG DURATION
    • 22 EPISODES


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    Latest episodes from Account Management (a tactical guide to success)

    How to Successfully Land An Account Manager Role

    Play Episode Listen Later Sep 26, 2023 48:50


    In this episode, Fred and John discuss the best ways to be successful applying for a role as an Account Manager including: Getting your foot in the door Resume Interviewing First three months

    Wrap up of the basics of Account Management

    Play Episode Listen Later Feb 17, 2023 47:27


    In this episode, Fred and John do a wrap-up of topics from the book.  Including: Be more than a pass through Be a student of the game Be a person of character Resources available for further study

    Communications (Part 2)

    Play Episode Listen Later Jul 11, 2022 44:58


    In this episode, Fred and John continue the conversation about the right way to approach communication with your clients.  Including: -Communication with emotional context -Knowing your audience -Using listening as a communication tool

    Communications (Part 1)

    Play Episode Listen Later Feb 8, 2022 49:20


    In this episode, Fred and John discuss the right way to approach communication with your clients.  Including: - When to communicate - Dangers of email - Being positive - Grammar and syntax

    The Art of Client Entertainment

    Play Episode Listen Later Dec 11, 2021 68:16


    In this episode, Fred and John discuss the (sometimes tricky) art of client entertainment.  Including: - Basics of approach to the process - Rules of the road - Difficult situations including harassment

    Meetings and Agendas

    Play Episode Listen Later Nov 1, 2021 46:47


    In this episode, Fred and John discuss the finer points of putting together a successful client meeting.  How to prepare, how to ensure no technical failures, and how to project presence.  Also what to do after the meeting to ensure successful execution.  

    How to Travel

    Play Episode Listen Later Aug 23, 2021 30:41


    One of the least discussed aspects of Account Management is how to approach travel.  In this episode, Fred and John discuss the three commandments of business travel: 1. Pack light and never check your bag 2. Think through logistics 3. Coordinate internal parties (i.e. herd the cats) Plus discussion of appropriate dress code.

    Lead By Example

    Play Episode Listen Later Jul 11, 2021 48:39


    In this episode, Fred and John discuss how to lead by example as an Account Manager.  Discussion of the strategies and tactics to demonstrate leadership in your organization and with your clients.

    Remind the Client Why You are There

    Play Episode Listen Later Jun 5, 2021 46:03


    In this episode, Fred and John discuss the basics of reinforcing your value proposition to your client.  Including a deep-dive into the seven-step QBR (Quarterly Business Review) process.  Also, a discussion of the virtues of Fred Water.

    Embracing Risk with Yes

    Play Episode Listen Later Mar 27, 2021 36:37


    In this episode, Fred and John cover how an Account Manager should think about when to say yes to client ideas.  How do you know when it's ok to say yes?  What should be your process if you are not certain?  When should you take risks?  In addition, Fred and John discuss some negotiation resources.  

    When the Deal isn't Done

    Play Episode Listen Later Mar 2, 2021 54:58


    This podcast covers what you do when you as an Account Manager realize there are still contractual or negotiation open items with your client... the 'deal isn't done'.  We discuss how to approach tactically and strategically.  Also, listener mailbag!

    How to Think about Growth

    Play Episode Listen Later Feb 2, 2021 46:29


    Fred and John review the skills needed to grow account management clients including:Project managementBusiness reviews/goalsettingRelationship mapsGoalsettingPlus, listener mailbag!

    How to Manage Negative Issues with Clients

    Play Episode Listen Later Jan 10, 2021 53:17


    In this episode, we review the seven techniques to deal with negative situations with clients.  Includes suggestions for how to deal with issues where you cannot say yes to a request and also how to deal with negative situations with your internal organization.Also, we discuss the definition of 'homunculus'.

    Special Guest Episode: Brandon Horne

    Play Episode Listen Later Nov 30, 2020 44:48


    In this special episode, Fred and John talk to Brandon Horne about his success as an account manager and advice he gives to new account managers.

    Special Episode: How to Build an Account Management team

    Play Episode Listen Later Nov 11, 2020 39:55


    In this special episode, Fred and John take a break from reviewing Account Management basics and instead discuss an important topic for managers and leaders: how to build an Account Management team.   Important tips include:Hire business ownersIdentify the right talentsDon't worry about hiring industry expertsTeach how to approach the role

    Creating Connections and Seeking to Understand

    Play Episode Listen Later Sep 21, 2020 60:51


    Fred and John review concepts from ""A Dragon Walks Into a Meeting" Chapter 2.  In this episode, we review how to create connections from a tactical perspective including:Learning about the client as a taskThe first five minutesHow to interact with senior executivesBusiness etiquette

    Special Guest Episode: Christy Hyde

    Play Episode Listen Later Aug 3, 2020 37:52


    In this episode, Fred and John talk with special guest Christy Hyde about her experience as an account manager leader and advice she gives to other account managers.

    The Six Philosophies of Account Management (Part 2)

    Play Episode Listen Later Jul 3, 2020 28:49


    Fred and John continue their conversation about the philosophies of account management, focusing on the last four.  

    The Six Philosophies of Account Management (Part 1)

    Play Episode Listen Later Jun 26, 2020 36:09


    In this episode, Fred and John discuss the six core philosophies of good Account Management.  In later podcasts, they will refer back to these very important six core principles.

    Job #1 of Account Management: Building Relationships and Trust (Part 2)

    Play Episode Listen Later Jun 17, 2020 25:32


    Fred and John continue the conversation about how to build relationships and trust with business clients.  In this episode, they cover managing your client's emotional bank account and how to think about delivering a relationship debit.

    Job #1 of Account Management: Building Relationships and Trust (Part 1)

    Play Episode Listen Later Jun 14, 2020 20:57


    In this podcast, Fred and John discuss Job #1 of the Account Manager: Building relationships through building trust.  

    Account Management - introduction to Fred and John

    Play Episode Listen Later May 30, 2020 23:49


    In this episode, we introduce the purpose of the podcast and introduce your two hosts, Fred Fuller and John Brown.

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