Here are some of the things you might have in place before engaging an Account Manager

  1. Business plan – or at least a rough guide on what you want to achieve over the next year
  2. Marketing Plan – running alongside your business plan, what are your marketing plans and budget to ensure you have strategies for business growth
  3. Effective communication process – knowing the way that you work and how you would like to communicate with your staff…
  4. CRM for database management
  5. Online project management system
  6. Business number that can be diverted to a landline so that we can answer your calls
  7. Procedures Manual or Operations Manual for your current processes
  8. Any other staff within your business