Agency playbook

Agency: client check-in (spot upsells)

For Account managers at agencies. Included in Pro.

What Coach listens for

new problemsnew goalsunhappycompetitorslauncheshiring

How it coaches you

When the client mentions a need we have a service for (from the company profile), suggest how to pitch it naturally.

Your notes include

Status, feedback, upsell opportunities.

  • Feedback
  • Upsell opportunities
  • Risks
  • Next steps

More agency playbooks

Agency: client kickoffAgencies, freelancersCreative / design reviewDesigners, creative teams

Use this playbook on your next call.

Free forever. No bot. Your notes stay on your computer.

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