a 90-minute owner-level strategy session
The Account Growth Strategy Session
£1,500 +VAT ($2,000)
Dedicated, focused, senior advisory time on whatever’s actually keeping you up at night about client services, account growth, team capability or agency structure. With someone who’s seen the patterns enough times to call them honestly.
Is this your challenge?
Maybe one of these sounds familiar?
You’re still the one holding the key client relationships. The team can’t (or won’t) have those conversations – and you can’t keep doing it forever.
You tried hiring someone senior to take it on. It didn’t work. You’re not sure why – or whether to try again.
You’ve invested in training before. The team came back energised, made a few changes, then it faded. You don’t want to throw more money at the same outcome.
One client is taking up a disproportionate amount of your senior people’s time. You suspect the relationship is on borrowed time but you can’t see clearly.
Your COO or new client services lead needs to step up – but you’re not sure what they’re missing or how to develop them.
You can see growth in the existing client base. You just can’t get the team to see it, or act on it.
Something bigger is on the horizon – acquisition, restructure, exit, scaling – and you need to know your client services story is going to hold up.
You’re not alone
Most owners who book this session are working on something that doesn’t fit neatly into a training brochure. It’s a strategic question. They want to think it through with someone who’s been in agencies for over 25 years and isn’t going to default to selling them a programme.
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“We didn't have a consistent way to define or track success."
But now we have a clear client development rhythm: segmentation and quarterly reviews, with success metrics agreed with the client, regular check-ins and higher visibility. We have stronger accountability internally — and clients now treat the agency as a partner."
- Asta Skrockaitė, Team Leader, Evolvery
HOW IT WORKS
What you’ll bring -
and what you’ll walk away with
This isn’t a discovery call. It’s a working session. So you’ll do a small piece of preparation beforehand, and we’ll spend the 90 minutes working on the actual question – not getting up to speed on it.
Before the session
The Agency Growth Readiness Scorecard
(12 questions, 5 minutes)
A structured self-assessment of where your agency sits across the three levers of account growth: Commercial Clarity, Consultancy Capability and Cultural Continuity. You’ll get an instant readiness profile and a category breakdown.
The Client Portfolio Categorisation Matrix (yours to keep)
An Excel-based tool I use with private clients to map growth potential and relationship risk across a client portfolio. You’ll receive it with a short walkthrough video, work through your top
5 clients in your own time, and bring it to the call. We’ll work through it together on screen.
This tool alone has clarified more agency client portfolios than any training I’ve delivered. You keep it. Use it again every quarter, with new accounts, with the team.
The headline diagnosis – what we agreed the actual issue is
Your three highest-leverage priorities for the next 90 days, ranked
share Your actual question
In a short pre-call note, tell me what you’d most like to walk out of the session with clarity on. It might be account growth readiness. It might not be. These are just some examples of what owners have brought to me:
“Should I hire an account director or develop someone internally?”
“My senior account person is leaving. How do I protect the relationships and use this as a chance to fix the structure?”
“One client is 35% of revenue and I can’t sleep – what do I do?”
“How do I price and pitch the next phase of this client relationship?”
During the 90 minutes
We start with the big picture. What the Scorecard and the matrix are telling us – and what your own gut is telling you. Then we get into the detail of your specific question.
I’ll pressure-test what you bring. I’ll tell you where I think the actual blocker is, not just where you think it is. I’ll share the patterns I’ve seen in agencies that have come through this exact moment well – and the ones who haven’t.
This is where the session earns its money. It’s not a tick-box exercise. It’s a proper diagnostic conversation, and I’ll tell you things your team won’t.
After the session
Within 5 working days you’ll receive a written summary covering:
My recommended next step – which might be training, structural work, a hire, or simply doing nothing yet
Any specific resources, frameworks or referrals relevant to your situation
Plus the Client Portfolio Categorisation Matrix, populated with your top 5, ready to extend across the rest.
And a check-in from me 90 days later – to see how things are moving.
Who it’s for
This session is built for agency owners and senior leaders
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Founders and owners
Carrying the key client relationships, the commercial responsibility, and most of the strategic thinking about client services. -
CEOs, COOs & managing directors
Sitting above client services with responsibility for the team’s development, structural decisions and growth performance.
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Past AMS clients
Wanting a current strategic check-in on what’s shifted since we last worked together – and where the next priority sits.
Everything in one fixed-price session:
What’s Included
✓ 12-question Agency Growth Readiness Scorecard with instant report
✓ The Client Portfolio Categorisation Matrix (Excel) with walkthrough video – yours to keep and reuse
✓ Pre-session review of all your materials by Jenny
✓ 90-minute one-to-one session on Zoom
✓ Written summary within 5 working days, with diagnosis, priorities and recommended next step
✓ 90-day check-in from Jenny
Investment
£1,500 GBP / $2,000 USD
Paid upfront (+VAT in the UK). One price. No tiers
Most agencies I sit down with have between £50,000 and £500,000 of unrealised growth sitting inside their existing client base, plus a structural question or two that’s been weighing on the owner for months. £1,500 buys you the clarity to do something about it.
What agencies say
“We landed a $200k project from an existing client - thanks to the Account Accelerator™
— Kayla Levasseur,
Senior Account Executive, Echo Delta
“Our account managers are more proactive about asking for referrals and presenting new ideas to clients”
— Richard Long,
Director of Strategy & Communications, Earthware
“The whole team is thinking differently about their relationships - identifying and escalating opportunities much more proactively.”
- Ann Melinger,
Chief Executive officer, bink.
Meet your trainer
Jenny Plant has spent over 20 years in agency account management.
She’s trained hundreds of account managers across the UK, Europe and the US and is the host of the Creative Agency Account Manager podcast and the founder of Account Management Skills.
Her approach blends proven growth strategies, AI tools and 25 years of pattern recognition to help agencies make account growth more predictable – and to help owners make better decisions about where to put their next investment.
FAQs
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The discovery call is a chat. It’s for working out whether AMS is right for your situation. The Strategy Session is a working session – you do real preparation, you bring a real question, and you walk away with a written diagnosis and a populated portfolio tool. One is a conversation. The other is a piece of work.
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Almost certainly yes. Most owners bring questions that touch account growth without being only about it: hiring decisions, structural questions, difficult clients, founder transition, team development. If you’re not sure, book a free 20-minute discovery call first and I’ll tell you honestly whether this is the right format for what you need.
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It is. But it’s a fraction of what most agencies waste on the wrong intervention because the underlying question was never properly diagnosed. You’re not paying for 90 minutes of my time. You’re paying for 25 years of pattern recognition applied to your specific agency – plus a portfolio tool you’ll use for years, plus a written summary you can take to your leadership team. The 90 minutes is the smallest part of what you’re buying.
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You, ideally. Plus the person who runs client services or account management day-to-day if you have one. Two perspectives give a much richer picture. But it works perfectly well with the owner alone.
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No. The portfolio matrix is yours to populate privately. Bring it to the call and we’ll work through it together on screen – nothing leaves the session unless you want it to.
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That depends entirely on what we agree the next step should be. It might be the Account Accelerator™. It might be a private team programme. It might be a hire-and-develop conversation that doesn’t involve me at all. The session is designed to give you the right next step, not to sell you the next step.
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Not at all. Past clients book the session regularly for a current strategic check-in. Teams change. Markets shift. AMs come and go. The session gives you a current read on where you are now – not where you were 12 months ago.
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No, but I do recommend booking a free 20-minute discovery call first if you want to check it’s the right fit. I’d much rather tell you upfront that this isn’t what you need than take your money for the wrong session.
Book a call
Ready to spend 90 minutes properly thinking it through?
Book your session below. Once confirmed and paid, you’ll receive the Scorecard link, the Client Portfolio Categorisation Matrix and the pre-call note template.
If you’d rather have a free 20-minute discovery call first to check it’s the right fit, you can book that instead.