This one's easy: what is your name and business name?
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What are your regular work hours?
What makes your business AWESOME?
What brings you joy in your business?
Have you ever worked with a Client Account Manager before?
Have you ever worked with a Client Account Manager before?
Yes
No
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What do you spend most of your day doing?
What do you spend most of your day doing?
Emailing/communicating with clients
Managing client projects - making sure everything gets done by all team members
Business development
Growing your agency's brand
Admin work
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Of those, what would you like to spend less time doing?
Of those, what would you like to spend less time doing?
Emailing/communicating with clients
Managing client projects - making sure everything gets done by all team members
Business development
Growing your agency's brand
Admin work
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How many hours a week do you spend emailing, slacking and meeting with clients?
How much time do you spend bringing in NEW business and leads? Do you wish you had more time?
Do you delegate well?
What areas do you think a Client Account Manager could help you best?
What areas do you think a Client Account Manager could help you best?
Make my clients happier
Keep my clients longer
Allow me to bring on new clients
Give me time freedom
Make my agency look more 'legit' to prospects
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Are there areas of your business that bring you stress?
Yes / No
Yes
No
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Totally normal. Tell us what area causes you the most stress right now and why?
Do you often get flustered with the daily grind of client communication?
Yes / No
Yes
No
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On a daily basis, how frustrated with client communication and project management?
1= not at all frustrated / 5 = extremely frustrated.
1
2
3
4
5
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What is your favourite way to communicate with your team?
If you could, brainstorm here your top three expectations for your Client Account Manager:
Totally normal. Tell us what area causes you the most stress right now and why?
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