Resources and Tools


Online training for creative agency account managers

If you are an account manager in a creative agency and want to grow business without coming across as too ‘salesy’ then this 12 module online training is for you. You’ll discover:

  • Why you might be talking a different language to your client
  • One of the top reasons a client leaves their agency
  • What to say during a meeting that will open the door to more business
  • How you can impress your boss and peers by having a systematic approach to developing client business and much more!

Slight Edge: Turning Simple Disciplines into Massive Success & Happiness

One of the most compelling books I have ever read about how to change your life; literally one step at a time. This book is very powerful as it talks about taking small, consistent action steps towards an objective you set yourself. Although often you won’t see any immediate effect from your actions, slowly if you continue to take action you are creating a compounding effect that will result in you achieving your goal. I’d recommend this book to anyone who is struggling to reach their goals or needs to be reminded about the principles of sticking at something that is important to you

Start your side hustle, Read ‘The Suitcase Entrepreneur’

If you feel tempted to ditch your job and turn to a life of entrepreneurship then an inspiring blog to read is The Suitcase Entrepreneur Natalie Sisson will show you how to create an online business using your experience, ability and passion. Any budding entrepreneur will be inspired!

img1 – create infographics to spice up your client presentations

As an Account Manager you’re often asked to put together client presentations containing numbers e.g. statistics, charts, figures, graphs etc. Often presenting this kind of data can be boring and monotonous for your audience but thanks to tediously repetitive number-laden presentations can become a thing of the past by turning your slides into infographics. has a simple to use drag and drop function and many ‘done for you’ templates that you can simply edit to create interesting graphics.

If you can see an opportunity to use Infographics in your presentation and want to learn how to use, here’s a tutorial to get you started:

Dropbox. A free cloud-based file sharing service

Struggling to send large files to clients? Sign up for a free Dropbox account and end the misery of receiving ‘file too large’ messages. It’s easy to drag and drop files into a folder and share the link with your client. When you share a link you can either invite them to join Dropbox too (for every introduction your file storage allowance increases) or you can share a ‘public’ folder with them which means they don’t have to join.

Dropbox is quick and easy to use and because it’s cloud-based, you can access your account from anywhere.

Gimp. A free creative software programme

If you are an agency account manager who hasn’t used Photoshop before but fancy acquiring some creative software skills for free, then there is a free software programme called Gimp that you can download and have a no risk play around with.

I’ve been using Gimp for over a year now for retouching and resizing images, changing colours etc. It’s easy to use and fun!

Dropbox is quick and easy to use and because it’s cloud-based, you can access your account from anywhere.

Red Letter Days – gift experiences for team building, client/xmas/leaving gifts

Red Letter Days is the UK’s gift experience company. From supercar racing and flying days to luxurious pampering, theatre evenings and gourmet cooking, they offer some memorable experiences for every taste, occasion and budget.

So if you’re looking for something different for a group of colleagues, a client, someone’s leaving gift or even a birthday gift check out Red Letter Days.


Bluehost web hosting

I have been using Bluehost for 3 years for hosting my websites and in that time I’ve been blown away by their excellent customer service (live chat available 24/7).

In fact when I first bought hosting for my sites I was pretty clueless about how hosting worked and how to set up and run my WordPress sites. Bluehost has gone over and above to help guide me through.

Bluehost is a low cost complete web hosting solution for individuals and small to medium sized businesses. Therefore for you as an Account Manager you can be confident in recommending Bluehost for the clients that fit this profile.

Their services include; unlimited domain hosting, free domain name, unlimited add-on domains, unlimited disk storage, free drag and drop site builder, unlimited forwarding email accounts and many more features!

Click here to sign up to

HootSuite Pro – social media management

HootSuite Pro is for businesses and 79 of the Fortune top 100 companies have a HootSuite Pro account.

It’s great for agencies who want to monitor and manage their own social media activity or indeed manage social media on behalf of a client.

Here’s what you can do with HootSuite Pro:

  • Manage unlimited social networks and profiles under one interface
  • Schedule Facebook, Google + Pages, LinkedIn posts and Twitter messages
  • Create lists to track keywords, mentions, and trending topics
  • Unlimited RSS Feeds
  • Integrated social analytics so you can measure engagement and campaign success
  • Collaborate with team members using HootSuite teams and Conversations to enhance social communication and improve efficiencies

I’ve been using Hootsuite for a couple of years and the interface is extremely easy to use and helps me keep track of multiple social media accounts as well as track relevant keywords.

Sign up for a HootSuite Pro Free Trial! Red Letter Days.

Wireless presenter with laser pointer

If you make lots of presentations to clients (which I hope you do!) and haven’t got one of these then I’d urge you to make the small investment of $19 to get one. The Kensington Si600 Wireless Presenter with Laser Pointer – Presentation remote control – radio
will make delivery of your presentations more professional and you’ll be amazed at how often you use it. The only problem you’ll have is other people borrowing it! 😉

Account Plan & Status

This free template is for Client Service Directors who want to keep an overview of their accounts by team. The sheet includes columns for the forecast figure as well as a short status update column.

Scheduling meetings:

If you’re frustrated at how long it takes to schedule a meeting with multiple people and tired of never being able to pin down a date that suits everyone, then the Doodle meetings schedule tool is for you.

Here’s a quick demo:

Low cost ideas to spice up pitches: fiverr is a place you can contract someone to do something for $5. As an account handler you can browse the site to get some creative inspiration.

You could spice up your presentations by adding music, add some quirkiness to your pitches with custom graphics or even if you have a great relationship with a client choose something more personal such as getting someone to sing happy birthday in their language!

Here are just a few of the ideas you can choose:

1. Speak your message in the cartoon voice of your choosing for $5

2. Dance to your music like Michael Jackson for $5

3. Make a custom styled image from an existing photo for $5

Be the first with the news: Google Alerts

If you’re looking to impress your client, then sign up for Google Alerts. You can set up an email alert to bring you related news from the web for your search term.

For example, the search term could be your client’s brand name, company name or competitor names. This means you’ll get all the latest juicy news sent straight to your inbox as often as you request. Which means you can be the first one to pass this on to your client!

Don’t forget if you receive an interesting, relevant piece of information that you just know your client will love, make sure you spend the time to read the article yourself and add a covering note explaining why you think this information is relevant. It’s not enough just to send it straight on. You need to add some value first.

Find out how to get through to your client

This book Just Listen: Discover the Secret to Getting Through to Absolutely Anyone is a great book for your armory of tools to help you manage client relationships.

The author Mark Goulston, M.D. is a business advisor, consultant, speaker, trainer and coach trained as a clinical psychiatrist who honed his skills as an FBI/police hostage negotiation trainer. His techniques increase people’s ability to get through to anyone.

This book is a life changer as it’s not just about clients and business, it’s about life!

Thinking about a career in account management?

If you’re new to account management and want to find out if being an Account Manager is the right career path, watch this interview with Account Manager James Hutchinson who explains what it’s like working as an Account Manager in a marketing agency. James provides some really great insight into things like salary levels, working hours, perks, day to day activities etc. This interview is quite long but well worth a view if you’re contemplating a career in the industry.

Finding your key strengths

Many people spend lots of time trying to fix their weaknesses rather than focusing on enhancing their an incredible book that advocates the latter.

The book contains a sealed code in the back that you can input into a webpage and then answer a series of questions.

At the end you’ll receive a report that tells you what your 5 key strengths are.

I’ve given this book to a few of my (very skeptical) friends and even they were impressed with the results!

Friday afternoon fun – This Advertising Life

If you’re in need of a smile on a Friday afternoon This Advertising Life is an excellent source of fun and insight into what it’s like to work in an advertising agency played out in a series of gifs.