How to systemise account management in your agency, with Alex Raymond


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Welcome to Episode 44. In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. Kapta is a key account management platform.
We chatted about:
- the importance of having a client development plan
- the value of running quarterly business reviews
- how to avoid client churn
- and also how account management's going to evolve over the next three to five years.
I hope you enjoy my chat with Alex and you can check out the details for KAMCon on the website which is
A reminder also that my next Account Accelerator programme starts on 23rd of September. This is a transformational programme for agency account managers and account directors to take your agency from unpredictable project revenue to more predictable account growth. It's a playbook for growing existing business, a step by step process and a toolbox of strategies that you can take back to your agency and apply. On this page you'll also find testimonials from account directors and account managers who've been through the programme.

53 episodes