Clone Yourself Client Management
3X Your Client Lifetime Value Without Sacrificing Your Team and Sanity. Learn to clone the nuances of your process so you can comfortably handoff client management.
- Check-in: Establish a baseline and identify personal sales process needs.
- Client Management Map - so you know what you need to plan for your client optimization.
- Client Process Treasure Hunt - that will allow you to gather the assets you have, need to create and optimize for faster production and engagements. Our efficient monthly reporting guide to delegate or automate 80% of your client reporting.
- Client Process Compass - so you can create the best clients systems for your team. Our proven process training for setting up new account managers to succeed.
- Client Process Calibration - will identify the key metrics necessary to make key decisions and have clients stay in scope .
- Accountability Checkpoint: Identify progress from the beginning
- Each module: comes with exercises you can submit for review.
Client Management is often the LAST thing to be delegated…
I mean how can you delegate the one thing the clients signed on for.. YOU?
Client management is the ultimate high wire act…
The client gets excited and wants something done yesterday…
YOU as the owner want to keep the client happy and over deliver WHILE STILL managing to stay profitable…
And the client manager (if you have one other than yourself) has to find a way to keep EVERYONE happy while not stretching the team so thin to the point of bursting at the seams OR worse…
Getting the dreaded, “I regret to inform you… I’m quitting” email.
“...BUT NO ONE CAN ASK THE QUESTIONS I CAN, NO ONE CAN SOLVE THEIR PROBLEMS LIKE I CAN.”
This is the number one thing owners say to me when we start talking about client management and in turn…
The biggest problem they face when looking to delegate this component of their agency.
Look, I get it but let’s be honest…
Do you want to be stuck in the trenches for the rest of your career because you don’t think anyone on your team “can be as good as you”?
If you’re SERIOUS about scaling your agency then the answer is NO.
So what’s the solution?
How could I possibly feel comfortable?
You have to start by deconstructing the “strategist syndrome”.
As the owner your strategy and diagnostics REALLY only comes down to 2 things...
1. You understand where the clients are in terms of their sophistication, their business model, and their business maturity
And
2. You understand where they stack up in terms of the capabilities that you’re providing and what those needs are…
You’re able to look for what we call “the white space”, the stuff people are not talking about where you can ask the right questions to create the right strategy.
BUT if you can download you ability to do this “needs analysis” and create:
The right tools
The right documentation
The right reporting
And centralize everything for a consistent outcome of results…
Your team can become UBER strategists too because the expertise is in the nuance.
And thats EXACTLY what “Clone Yourself Client Management” is going to do for you.
.png)
"Big client management Gong, had my new account manager lead our first client reporting meeting!"
- Alan Howard
"Alex and I went away for 10+ days and we still have all our clients! "
- Brian Doochin
"Implemented a central of truth doc for sharing scope, status report and progress with the client, PM, and Sales"
- Kham Inthirath
.png)
SO LET’S GET DOWN TO THE DETAILS…
WHAT EXACTLY IS “CLONE YOURSELF - CLIENT MANAGEMENT”?
Clone Yourself is an agency mastermind I created a couple years ago to help agency owners just like you develop well rounded systems and processes so they could:
Automate their agency growth…
Guarantee quality of results…
Keep track of the 10,000,000 moving pieces their agency monitors…
And most importantly, be able to step away at ANYTIME for ANY length of time and still watch MRR climb month after month.
Client management is a major component and something so many owners struggle with, so I’ve decided to break it out and offer it to you on it’s own and even give you 95% off what it would normally retail for.
You'll Learn:
- Reducing report creation by 70%
- Handling crazy client requests
- Dealing with client dragging ass syndrome
- Knowing when the founder steps in