Account Reviews & Client Management
The account-review process, KPIs and running a great recurring client cadence.
Consultative Review Outline
The Day 33 rewrite of the Day 13 review call into a consultative one: an eight-stage running order that leads with the business outcome rather than lead volume, plus how to deliver bad news and how to prove the rewrite is real.
Month 4 Development Plan
The Day 59 review of the whole 90-day ramp: scorecard trend, certification history, the AM's self-assessment against the manager's, and book health. It ends in a Month 4 plan built around exactly one primary skill gap.
Review Call Lab Worksheet
A ramp lab for scoring one strong review call and one weak one on the same seven dimensions, then naming the behaviours to copy and the ones to retire. The output is what you would do differently on Monday, not a general verdict on call quality.
Review Call Outline
The eight-part structure for an account review call, from the pre-call workflow standard through to the after-call recap. Built on Day 13 of the account manager ramp and converted into a consultative version on Day 33.
Strategic Business Review Prep Packet
The full SBR packet format: current performance, month-over-month trend, funnel breakdown, bottleneck analysis, campaign and agency recommendations, growth and risk, a 30-day plan and a five-sentence client summary. It is the complete AM motion in one document.
Account Review SOP
The standard operating procedure for GOAL's monthly and quarterly account review meetings with agents, covering the KPIs account managers must know and the four-phase cycle of preparation, meeting execution, follow-up and monitoring. It also lists the red flags that require escalation within 24 hours.