Agency Account Managers - especially those of the "lower ranks" - are the "do-ers" of the client service team. They are required to pump the work through the system, often juggling multiple projects for multiple clients at any one time.
Unless you've taken a 'Mega-Memory' course - and passed in the top 1% of graduates - it's highly unlikely you'll remember all you need to do on a day-to-day basis. Those without an efficient and effective task management system will find things will fall through the cracks, only adding strife to your already-hectic workload (not to mention a trail of unhappy clients).
Up until a couple of years ago I was using Microsoft Outlook Tasks to keep control over my usual array of 70+ to-do items. One day, unexpectedly, my Outlook crashed, taking with it all my tasks. Can you imagine my horror?! It took a second crash (not long after the first) and a second loss of all my data for me to look for an alternative to what I had considered one of the best task management systems on the planet.
The range of web-based and mobile to-do list apps is vast indeed - and growing all the time. My criteria for a new system roughly looked like this:
After an extensive hunt to find a to-do list that could compete with Microsoft Outlook Tasks I came across the oddly-named Remember the Milk, and I fell in techno-love.
Two years down the track and the love-fest continues. Remember the Milk hasn't let me down once, with not a single drop of information lost. It's powerful, full of features and has become my mini-CRM tool as well as task manager. I use it to record every interaction, every instruction, every conversation. Oh, and did I mention the web version is absolutely free?! I do pay a very nominal yearly fee to have my information sync regularly to my mobile devices...a small price to pay for uber-convenience.
What type of to-do system do you use? Are your tasks written in a notebook, mobile app or web-based programme? What's your secret to remembering your mountain of daily tasks - we'd love to know!
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When your creative team gives you their concepts, it will be up to you to take those concepts to your client and present them in a manner that does you, your team and your agency justice. This process is well-known as ‘selling the work’ because - quite often - you will need to encourage your client to be brave, take a risk, and do things differently. It could take a hefty dose of salesmanship to get your team’s ideas across the line and ‘close the deal’.
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