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You're juggling client requests and proactive outreach. How do you ensure nothing falls through the cracks?

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As an account manager, you're the linchpin between your clients and your company, a role that requires a delicate balance of responsiveness and initiative. Ensuring that client requests are met while also engaging in proactive outreach is like conducting an orchestra where every instrument is crucial to the symphony. Your role demands not only exceptional organizational skills but also the ability to anticipate needs and opportunities. The following strategies are designed to help you keep all balls in the air without letting any drop.

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Sanjay Thapliyal

Assistant Manager at EY with expertise in Financial Reporting and Client Management

1 Prioritize Tasks

Effective prioritization is your first line of defense against overlooked responsibilities. Begin by categorizing tasks based on urgency and importance. Client requests that are time-sensitive should be at the top of your list, but don't neglect proactive tasks that could lead to business development. Balancing these priorities ensures that immediate needs are met while future opportunities are not missed.

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Sanjay Thapliyal

Assistant Manager at EY with expertise in Financial Reporting and Client Management
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Managing client requests and proactive outreach can be challenging but always Remember, consistency and organization are key. Some tips are 1.Start by prioritizing tasks. 2. Use reminders or alerts to prompt you when a task is due. 3. If you have a team, delegate tasks appropriately. 4. Keep all client-related communication in one place. 5. Set aside time each day or week to review outstanding tasks. 6. Use automation tools for repetitive tasks. Always maintain proactive approach.

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2 Leverage Tools

In today's digital world, a plethora of tools exist to help manage your workload. From customer relationship management (CRM) systems to task management software, these tools can help you keep track of interactions, deadlines, and follow-ups. Use technology to set reminders for important tasks, and keep a digital record of all communications to reference as needed.

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3 Communicate Clearly

Clear communication is paramount in account management. When juggling multiple clients and projects, it's essential to establish expectations early on. Ensure that your clients know when they can expect responses and deliveries. Similarly, be transparent about your availability for proactive outreach, setting realistic timelines for yourself and for your clients.

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4 Delegate Wisely

You don't have to go it alone. Delegation is a key skill in account management. Identify tasks that can be handled by other team members or departments and distribute the workload accordingly. This not only prevents you from becoming overwhelmed but also allows you to focus on high-value activities that require your expertise.

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5 Review Regularly

Set aside time each week to review your account statuses and outreach efforts. This regular check-in is a chance to catch any potential issues before they become problems and adjust your strategy as needed. It's also the perfect opportunity to identify patterns in client requests or proactive opportunities that could streamline your processes.

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Kelley O’Keeffe, MBA

Global B2B Strategic Corporate Partnerships | Revenue Operations | GTM Strategy & Business Development | Program Operations
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Adhering to time blocks is my secret weapon. I have three tips about this- 1- I like to conduct outreach before my client comes online each morning. That way, alarms and fires do not interfere with my outbound messages 2- I create a ritual I enjoy for outbound outreach so that I look forward to the time 3- Persistence of these two above! The routine is non negotiable!

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6 Reflect and Adapt

Finally, take time to reflect on what's working and what's not. Account management is dynamic, and strategies that were effective last quarter may need tweaking now. By regularly assessing your approach to managing client requests and proactive outreach, you can continuously improve and adapt to the changing landscape of your clients' needs and industry trends.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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You're juggling client requests and proactive outreach. How do you ensure nothing falls through the cracks?

1

2

3

4

5

6

7

1 Prioritize Tasks

2 Leverage Tools

3 Communicate Clearly

4 Delegate Wisely

5 Review Regularly

6 Reflect and Adapt

7 Here’s what else to consider

Account Management

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You're juggling client requests and proactive outreach. How do you ensure nothing falls through the cracks?

1

2

3

4

5

6

7

1 Prioritize Tasks

2 Leverage Tools

3 Communicate Clearly

4 Delegate Wisely

5 Review Regularly

6 Reflect and Adapt

7 Here’s what else to consider

Account Management

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