It is guaranteed that an Account Manager will need to facilitate POS production at least once in their career. The role of an Account Manager is to be able to advise their client of the options, recommend a suitable solution, and then be able to facilitate the production and delivery of the collateral. Part 1 of a 6-part series on everything an Account Manager should know about Point of Sale.
If you are a busy account manager (that will be all of you), the chances are high that your email inbox sees more traffic than Grand Central Station. It's quite conceivable that you'd receive 30+ emails on any given day - a nightmare to have to deal with if you are away sick. Try stepping away from your desk for a 1 hour meeting only to return to 10 new emails staring at you, each demanding an action. How can you tame the beast that is your email inbox - your main form of client communication?
For an Account Manager who cares about meeting their monthly or yearly budget, issuing a credit note (or credit memo) on a project can be a deflating experience. If you do have to generate or authorise a credit note, here's how to go about it, and what you should do to avoid the need for credit notes on future projects.
How is the state of your agency's file archive system? How long does it take for you to retrieve files for a job? How often have you tried to retrieve files only to be told that a disk has "corrupted" or been "accidentally wiped"? Unfortunately, if this last scenario happens just once, it is once too often, and can be extremely costly. Here's a solution that could save your Account Manager-bacon!