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Do you have multiple projects on the go for your client? Keep track with a WIP Report.
The AM-Insider WIP Report is a handy spreadsheet where you can record current projects and quotes for a single client.
The WIP Report is not only helpful for you, but can become your master point of reference at client WIP meetings. Some Team Leaders require their Account Managers to produce client WIP reports, and will regularly monitor their production and use.
The AM-Insider WIP Report enables you to organise your projects into logical groupings, and record job numbers, comments, responsibilities and costs against each project. This resource is an essential toolbox item for every Account Manager!
The AM-Insider Account Planning Strategy will help to super-charge your Account Management career - guaranteed! Resource code: APS1-0814 Author: Sarah Ritchie Last updated: August 2014 Format: One Microsoft Word template for editing How...
A great way to make sure everyone remembers what was discussed in your meeting! Resource code: CR1-0814 Author: Sarah Ritchie Last updated: August 2014 Format: One Microsoft Word template for editing How will this resource...
Supply a professional-looking Estimation or Quotation for your next client project...and reap the rewards! Resource code: EQ1-0814 Author: Sarah Ritchie Last updated: August 2014 Format: Two Microsoft Word templates for editing How will...
Do you need to add a bit more formality to your meetings? The Meeting Agenda Resource may help! Resource code: MA1-0814 Author: Sarah Ritchie Last updated: August 2014 Format: One Microsoft Word...