certified client manager program...campaign 7 min, 40 sec gives you a high-level four-step procedure...

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Certified Client Manager Program Curriculum – July 2020

Video Tutorials Category Video Tutorial Title Length What’s You’ll Discover Foundations How To Get The Most Value From This

Series 8 min, 37 sec Discover how to get the most value from this unique tutorial series.

Includes a brief introduction from your instructor. How Digital Agencies Deliver Value To Their Clients

6 min, 45 sec This introductory tutorial explains the true mission of a digital agency. Perfect for industry newcomers or students.

Introduction To Client Portfolio Management

10 Min, 27 Sec Understand what's needed to successfully manage a portfolio of digital marketing clients. Includes strategies and tactics.

How To Succeed As A Digital Marketing Client Manager

10 Min, 18 Sec Discover the six exciting mission objectives of a respected client manager. Perfect for industry newcomers or students.

10 Skills Of An Effective, In-demand Client Manager

10 Min, 47 Sec Nail these ten important skills, and you'll nail digital client management. Ideal for new or experienced client managers.

Understanding What Clients Really Want/Expect

10 Min, 48 Sec This valuable tutorial explains the often overlooked 'unspoken' needs and expectations your clients have.

Consulting To Digital Clients

Consulting To Digital Clients 6 Min, 54 Sec Learn how to become an in-demand digital consultant. Includes tips and strategies for excelling as a digital practitioner.

6-Step Consulting & Upselling Process 11 Min, 4 Sec Demystify the cyclical consulting process. Follow these simple steps when you consult to new or existing digital clients.

Questions To Ask A Client That Demonstrate Your Skill As A Consultant

11 Min, 46 Sec Want to be known as a respected consultant? Use these questions to seek-and-destroy your clients' biggest issues.

Your "Bedside Manner" As A Consultant & Marketer

3 Min, 27 Sec How should you behave when consulting? Learn how confident consultants handle themselves around their clients.

How To Grow Your Respect As A Digital Consultant

6 Min, 13 Sec A strong reputation will grow your career. Learn how to bolster your rep by earning respect from your clients.

How To Grow Your Respect As A Digital Consultant

3 Min, 45 Sec Use this simple mindset and mantra to constantly exceed your clients' expectations and earn respect from your peers.

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Category Video Tutorial Title Length What’s You’ll Discover 3-Step Growth Hacking Process ForClient Managers

10 Min, 37 Sec Understand how you can use growth hacking principles to reach new levels of growth. Includes five growth hacking laws.

5 Laws Of Growth Hacking 5 Min, 54 Sec Inject these five laws into almost everything you need to grow. Warning: you might get some serious results.

Execution Skills

Telephone/Screenshare Meetings 8 Min, 48 Sec Provides a framework for conducting telephone and screenshare meetings. Say goodbye to pre-meeting nerves.

In-Person Meetings 5 Min, 19 Sec Gives you a templatable format for planning and conducting effective in-person meetings with clients.

Kick-Off Meetings 8 Min, 1 Sec Unlock valuable strategies for conducting high-energy kick-off meetings that impress your brand-new clients.

Presentation Skills 7 Min, 14 Sec Access strategies and tips for visually presenting information to clients and colleagues. Avoid pre-presentation nerves.

New Engagements 3 Min, 39 Sec Get strategies and tactics for ensuring new client engagements evolve into successful, long-term, high-value relationships.

Briefing Specialists, Creating Tasks 8 Min, 10 Sec Learn how to write clear, effective digital marketing task briefs for your specialists (eg. copywriters, designers, tech).

Checking Work Product (“QA”) 7 Min, 33 Sec Discover strategies for ensuring your team's quality output is at an international standard. Includes four "QA lenses".

Troubleshooting An Ineffective Digital Campaign

7 Min, 40 Sec Gives you a high-level four-step procedure (plus tips) for troubleshooting an ineffective digital marketing campaign.

Tips For Executing A Digital Strategy 6 Min, 35 Sec Introduces industry newcomers or students to strategy execution basics. Includes four essential implementation criteria.

Writing Useful, Valuable Reports 14 Min, 17 Sec Learn how to write impactful reports for your clients. Learn the format of a great report… and valuable report writing tips.

Copywriting Survival Skills 5 Min, 19 Sec All successful marketers know these copywriting basics. Access a basic copywriting checklist to implement for all clients.

Converting Features Into Benefits 3 Min, 42 Sec This valuable copywriting skill is essential for all effective digital marketers. Learn about immediate and ultimate benefits.

Unblocking Constraints 3 Min, 20 Sec Discover a powerful mindset you can use to solve problems and unlock new levels of growth for your clients.

Agency Team Etiquette 8 Min, 6 Sec Learn how to 'find your groove' in a digital agency. Includes tips for fostering a successful working environment.

Tools & Tips For Working Remotely 5 Min, 43 Sec Discover tools and tips for successfully working remotely. Includes valuable mindset and productivity strategies.



Category Video Tutorial Title Length What’s You’ll Discover System Development, Process Culture & Recurring Tasks

6 Min, 39 Sec Learn about the agency and career-growing benefits of 'process culture'. Discover five critical types of agency systems.

Client Management Skills

Multiple Client Management & "Helicopter View"

5 Min, 39 Sec Introduces a mindset and powerful repeatable system for managing digital marketing delivery for multiple clients.

How To Impress With Your Proactivity 3 Min, 10 Sec Proactivity is like catnip for clients. They freaking love it. Learn five ways in which you can be jaw-droppingly proactive.

Managing Client Expectations 8 Min, 39 Sec Access stress-reducing strategies for managing client expectations. Learn effective communication tips and tricks.

Making Confident Recommendations 2 Min, 59 Sec Learn how to make confident recommendations to your clients, even if it's your first day on the job and you feel insecure.

Handling Angry Clients, Mistakes Or Emergencies (“Fires”)

5 Min, 45 Sec It’s not fun handling an angry client, mistake, or emergency. Get some strategies for effective client crisis management.

Communicating Using Visuals 2 Min, 25 Sec Want to speak less but say more? Use visuals to better explain your strategies and deliver your clients' outcomes.

Delivering Bad News 4 Min, 43 Sec Learn useful communication skills for delivering bad news to a client or diffusing an undesirable situation.

Dealing With Intense Client Personalities

6 Min, 47 Sec Arm yourself with valuable strategies for handling intense client personalities and delivery-driven scope creepers.

Preventing Scope Creep And Over-Servicing

4 Min, 48 Sec Learn why scope creep and over-servicing is bad… and how to (a) prevent it or (b) convert it into more agency revenue.

Handling Difficult/Unknown Questions 3 Min, 34 Sec Learn how to respond if you don’t know the answer to a question. Includes valuable tips on proactivity and initiative.

Using Emotional Intelligence As A Tool 3 Min, 15 Sec Introduces the concept of emotional intelligence ""EQ" and the benefits of using it as a client manager.

Calling Vs. Screensharing Vs. Emailing Vs. Screen Recording

4 Min, 52 Sec Learn the benefits of four different communications channels, and the most appropriate time to use each one.

Managing Client Information & Files 2 Min, 7 Sec Save time and mental energy by streamlining the way you and your team handles all client information.

Join The Inner Circle: Rapport Building & Client Management Pro-Tips

13 Min, 1 Sec Learn valuable tips for building rapport and respect with your clients... and achieving the sacred 'inner circle' status.

How To Identify When A Client Is Unhappy

4 Min, 30 Sec Understand (and respond to) the unspoken signals that indicate a client is unhappy and might be thinking about quitting.



Category Video Tutorial Title Length What’s You’ll Discover Handling Creative Conflict 6 Min, 27 Sec Discover how to respond when a client says they 'don't like' the

creative work you've provided them. Includes soundbites. Productivity Skills

Personal Energy Management, And Hacking Your Personal Psychology

8 Min, 36 Sec Optimise your brain power and get more client stuff done, faster with these helpful personal psychology strategies.

Creating Laser-Sharp Mental Focus 7 Min, 21 Sec Your focus is sacred. Without it, you're ineffective. Learn strategies and tactics for creating laser-sharp mental focus.

Schedule & Calendar Strategies 6 Min, 12 Sec Your calendar is a powerful tool when used correctly. Discover strategies for managing your schedule and personal energy.

Email Writing & Inbox Management 7 Min, 5 Sec Stop burning time inside your inbox with these productivity and implementation strategies, designed specifically for email.

Using Checklists 8 Min, 0 Sec Avoid errors and achieve excellence consistently and efficiently with the use of checklists. Includes mindset and strategies.

Using To-Do Lists 8 Min, 39 Sec Get more client stuff done in less time using smart to-do lists. Discover 'batching' and other tips to reduce list anxiety.

Using Templates 4 Min, 2 Sec Stop reinventing the wheel every time you perform a common agency task. Deeply benefit from a shared 'template culture'.

80/20 Thinking 2 Min, 30 Sec Introduces the 80/20 principle. Discover powerful methods for analysis, so you create client insights and solutions faster.

Having An “Always Learning”, Constant And Never-ending Improvement (CANI) Mindset

4 Min, 53 Sec Understand the mindset required to maintain a competitive edge in digital marketing. Contains mindset tips.

Career Growth Tactics & Strategies 5 Min, 4 Sec You must nurture your career with great care. Discover strategies for growing your skills, experience, and authority.

Managing A Busy Portfolio & Work/Life Balance

6 Min, 14 Sec Prevent dangerous 'career burnout'. Use these strategies to keep yourself energetic and enthusiastic about your career.



Masterclasses Title Length Description Digital Marketing Account 'Upselling' And Growth Skills 101

55 Min Discover skills for growing (and preserving) existing client relationships. After all, it's far more profitable to keep an existing client than find a new one. Learn how to sell on value, not on time. And discover strategies for selling intangible “stuff” (ie. digital marketing services). Use this masterclass to increase the amount of VALUE your existing clients receive… allowing you to charge more for your services and grow as a consultancy. Note: Does not include new business development strategies.

Productivity Tools & Strategies For Digital Marketing Client Managers

1 Hour, 14 Mins

Agency life is hectic. If you want to crush your to-do list, you’ll need smart ways to manage our time. Let’s look at ways to get the most value from each and every minute of your working day… allowing you to deliver maximum value in as little time as possible. In this masterclass, you’ll discover 32 productivity and task management hacks and a list of 22 free and paid productivity tools* designed specifically for digital account management. If you want to get more done in less time, this valuable masterclass is for you. *Tools not included

Digital Agency Delivery Systems Released In August 2020

Documented delivery systems are critical to the success of any business. In a digital agency environment, delivery systems allow you to provide systematic high-calibre value to your clients… resulting in better outcomes for your clients and higher profit margins for you. This masterclass unpacks an introduction to process culture and system thinking, and provides tools and tactics for creating delivery systems that stand the test of ‘real life’ agency use.



Power Tip Videos 1. Use Fast, Thorough Feedback Loops2. 3 X Email Power Strategies3. Here's What Your Clients REALLY Want



Email Templates

1. Weekly report 1 2. Weekly report 2 3. Weekly report 3 4. Monthly report 1 5. Monthly report 2 6. Monthly report 3 7. Kickoff meeting followup 8. General purpose meeting request 1 9. General purpose meeting request 2 10. General purpose meeting followup 1 11. General purpose meeting followup 2 12. Emailing work to clients 1 13. Emailing work to clients 2 14. Task management brief template 1 15. Task management brief template 2 16. Feedback to creative/technical supplier 17. Decline in results 18. Upsell conversation starter (client) 19. Managing scope creep (client) 20. Client has gone quiet (client)



Text Expander Templates 1. Greeting shortcut 12. Greeting shortcut 23. Greeting shortcut 34. Greeting shortcut 45. Signoff shortcut 16. Signoff shortcut 27. Signoff shortcut 38. Signoff shortcut 49. Task management shortcut 1 (replying to client feedback)10. Task management shortcut 2 (emailing updated work to client)11. Task management shortcut 3 (emailing feedback to creative/technical supplier)12. Task management shortcut 4 (emailing feedback to creative/technical supplier)13. Date shortcut14. Email subject line shortcut 115. Email subject line shortcut 216. Email subject line shortcut 317. Text divider18. Agency contact details shortcut19. Team contact details shortcut20. Directory shortcut


certified client manager program...campaign 7 min, 40 sec gives you a high-level four-step procedure...

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