1 / 13

Client Strategic Review

Client Strategic Review. Audience City Date. Agenda. Objectives of this review Account facts Client overview and financial goals Brand strategic objectives / market overview Agency strategic approach Agency resource plan and scope of work Agency current status

uttara
Télécharger la présentation

Client Strategic Review

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Client Strategic Review Audience City Date

  2. Agenda • Objectives of this review • Account facts • Client overview and financial goals • Brand strategic objectives / market overview • Agency strategic approach • Agency resource plan and scope of work • Agency current status • Relationship challenges/opportunities & goals/actions • 20XX growth plan – new business opportunities • Actions

  3. 1. Objectives of this review • To demonstrate the account team’s thorough knowledge of the client, the client’s business and the agency’s role as strategic partner • To provide an overview of how the account team is managing the account on a day to day basis • To identify new business opportunities and areas for more strategic input; market knowledge, digital, planning, creative etc.

  4. 2. Account facts

  5. 3. Client overview and financial goals Client overview • Company revenue • Company products/pipeline • Majority of sales driven by xx • Type of company / philosophy / corporate mission statement Financial goals • Is the company growing? • Importance of this brand to the company

  6. 4. Brand strategic objectives & market overview • Market situation • Objectives • Strategic approach • Target audience & insights • Challenges & opportunities • Competitor overview • SWOT

  7. 5. Agency’s strategic approach • What is our strategic approach for achieving the client’s objectives? • What have we proposed as possible solutions? • How are we thinking about their business on an on-going basis?

  8. 6. Agency resource plan & scope of work • Present forecast breakdown, resource plan and financial scope of work

  9. 7. Agency current status Include current campaign/project status report

  10. 8. Relationship challenges/opportunities & goals/actions

  11. 9. 20XX Growth Plan – New business opportunities

  12. 10. Actions • xxx

  13. Client Strategic Review Audience City Date

More Related