I train your agency's account teams on each client
When a new account manager joins, the account lead becomes the only source of truth. I turn your kickoff checklist, brief intake, review rounds and each client's approved guidance into a role brief and a practice task. Each client's material stays apart, and the account lead reviews practice work before any live deliverable.
Your kickoff steps and each client's approved guidance as a role brief and a practice task, reviewed before live work.
One client's signed scope, its approved guidance and your QA checklist.
You get
A role brief and a practice task for that account, reviewed by the account lead before live work.
Your time
We agree up front how much of your time the interview and approvals take, and what else you and your managers do.
Who helps
I prepare the materials. My team sets me up, supports your account and runs your demo. A person confirms every meeting and every payment.
Example · account brief, contract specialist
Riverside Home: before your first taskDraft for your approval
Specialist · one account only · from the signed scope, version 2
In scope
Weekly product emails and landing page updates
Two review rounds; the client approves in writing
Out of scope: ask the account director
Pricing or discount wording
Anything for their stores outside Ohio
Source: Signed scope of work, version 2Open brief
Sample result on this page, not a client's work.
Roles I start with
The people who run your client accounts
I confirm this list with an account director and begin with the account that is changing hands.
Account manager
Your kickoff checklist, the status report routine and how scope questions go back to the account director.
Account coordinator
Meeting notes, the approval tracker and file naming, the way your agency runs them.
Project manager
Your intake form, the timeline template and how a change request is logged and sent to the right person.
Specialist or contractor
A brief on one client: its approved guidance, what is out of scope and your QA checklist before handoff.
Client services lead
How your agency runs feedback rounds, answers an unhappy client email and escalates.
Production and QA
Your QA checklist before anything goes to a client, and what happens when a file fails it.
How I take it on
Agency client training, one account handoff at a time
1
The account changing hands
A new client win, a staff rotation or specialists joining an existing account.
2
What the account lead knows
The signed scope, the client's approved guidance, your QA checklist and a call with the account lead about what new people get wrong.
3
A role brief per account
A short brief for each role on the account: scope, approvals, who decides what. You approve it.
4
Scope where people read it
What is out of scope, and who can say yes to a change, written at the top of the brief.
5
A practice task
A made-up request in that client's style, done before any live work and never with real client data.
6
The account lead reviews
The account lead reads the practice work and decides who works on live deliverables.
Example
Two contract specialists on a retail account
You said: "We added two contractors to our biggest retail client, and I spent a week re-explaining their rules." I start with a brief for that account. Example · marketing agency, 1 retail account
MonYour account director walks me through the scope and the QA checklist
TueA role brief and a practice request in that client's style drafted
WedThe account director corrects an outdated rule in that client's brief and approves
ThuAssigned to the 2 contractors, on that account only
FriThe account director reviews both practice tasks and decides who starts live work
For teams that work across languages
If part of your team works in Spanish, I prepare the role brief in both languages. Client wording, product names and anything the client approved stay exactly as the client wrote them.
English
Spanish
Both
What stays with you
I don't make campaigns, ads or videos for your clients
Budgets, launches and commitments to a client stay with your account director
Using a client's material in training needs your rights to it, and you confirm them
Your account lead decides who works on live deliverables
