Understanding Account People

Understanding Account People

David keeps encountering clients who don’t appreciate how their account people actually contribute to their overall business, and Blair totally identifies with the traits that David describes.

2Bobs episode 44: “The Best Ways to Disrespect Account People”

WHAT ACCOUNT PEOPLE DO, IN BROAD STROKES:
  1. Pull necessary data from the client, even when it’s tough to get their cooperation.
  2. Sell recommendations back to them that are in their best interest.
  3. Lead the client. (Interesting fact: “strategy” is latin for “general” in army who leads.)
  4. Protect margins.
  5. Grow the account.
  6. Send the client to hell...and help them enjoy the trip (e.g., change orders).
  7. Read social signals and intervene before catastrophe strikes.
  8. Manage an account review, disputes, mistakes, etc.
  9. Follow client contacts to their next job.
  10. Keep ear to the ground as agency innovates client offerings.

PERSONALITY:
  • Goal is authority and prestige.
  • Judges others by their ability to verbalize and be flexible.
  • Overuses enthusiasm, selling ability, and optimism.
  • Fears boxed in environment without room to grow.

Episoder(220)

The Agency Gatekeeper

The Agency Gatekeeper

Blair recommends five things firms need to be effective at qualifying new business opportunities in order to prevent the over-allocation of resources against early-stage buyers.   Links Slapping Down Your Childlike Glee Mastering the Value Conversation Models Everywhere Critical Questions Your New Business Person Should Be Able to Answer How and When to Talk About Your Firm   Read the episode notes and transcript at http://2bobs.com/podcast/the-agency-gatekeeper

12 Okt 202231min

Prostitutes and Scope Creep

Prostitutes and Scope Creep

David thinks creative firms can learn something from sex workers about how to run their business. Read the transcript and episode notes at http://2bobs.com/podcast/prostitutes-and-scope-creep

28 Sep 202230min

How Would You Prepare for a Downturn?

How Would You Prepare for a Downturn?

David is not an economist so he doesn’t have any idea if an economic downturn is imminent, but the signs aren’t great. If you decide that a downturn is around the corner, what would you do right now? Read the transcript and episode notes at http://2bobs.com/podcast/how-would-you-prepare-for-a-downturn

14 Sep 202228min

Selling Should Be Fun or You Aren't Doing It Right

Selling Should Be Fun or You Aren't Doing It Right

Blair had fun on a week of sales calls and came up with four reasons why he thinks most people can learn to have fun selling like he did. Read the episode notes and transcript at http://2bobs.com/podcast/selling-should-be-fun-or-you-arent-doing-it-right   Links “Are We Having Fun Yet?” “This Should Be Fun” “Coaches Corner: Now This Is Fun”

31 Aug 202238min

Models Everywhere

Models Everywhere

Blair and David go into detail about what a model is for a creative firm and how they can be useful in closing new business and improving profitability. Read the transcript and episode notes at http://2bobs.com/podcast/models-everywhere

17 Aug 202231min

How Categories and Positioning Options Might Change

How Categories and Positioning Options Might Change

David and Blair follow up their previous discussion about how marketing firms have evolved, going deeper into how different service categories and positioning might look in the near future. Read this episode's transcript and get links to what was discussed at http://2bobs.com/podcast/how-categories-andpositioning-options-might-change

3 Aug 202232min

The Evolution of a Marketing Firm

The Evolution of a Marketing Firm

Creative or marketing firms look a lot different today than they did 20 years ago. What happened to the ad agencies and design firms? And what trends are Blair and David seeing as businesses and technology continue to evolve? Read the transcript and listen to more episodes at http://2bobs.com/podcast/the-evolution-of-a-marketing-firm

20 Jul 202232min

Shortcomings of the EBITDA Multiplier

Shortcomings of the EBITDA Multiplier

David keeps getting asked: “what multiple are you seeing these days?” As if there’s some simple, magic answer that’ll lead to a company’s value. EBITDA is a great tool…but an incomplete one.   Read the transcript and episode notes at http://2bobs.com/podcast/shortcomings-of-the-ebitda-multiplier

6 Jul 202234min

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