Here are some of the things you might have in place before engaging an Account Manager
- Business plan – or at least a rough guide on what you want to achieve over the next year
- Marketing Plan – running alongside your business plan, what are your marketing plans and budget to ensure you have strategies for business growth
- Effective communication process – knowing the way that you work and how you would like to communicate with your staff…
- CRM for database management
- Online project management system
- Business number that can be diverted to a landline so that we can answer your calls
- Procedures Manual or Operations Manual for your current processes
- Any other staff within your business