Client Strategic Review

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Presentation transcript:

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 Relationship challenges/opportunities & goals/actions 20XX growth plan – new business opportunities Actions

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.

2. Account facts Client Client name Brand Brand name Product Product name (if different) Business area Area of the business (if applicable) Key client contact Name of key client contact Global/EU/UK account Coverage Forecast 20XX £/$ XXXXXXXX Agency scope What has the agency been asked to cover in the contract Pitched Date pitched Agreement Is this agreement a project basis, Agency of Record (AOR)

3. Client overview and financial goals 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

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

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?

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

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

8. Relationship challenges/opportunities & goals/actions Client issue/challenge/opportunity Agency goal/action Short: xxxxx Xxxxx Medium: Long-term: xxxxxx

9. 20XX Growth Plan – New business opportunities Client target New business opportunity xxxx xxxxx

10. Actions xxx

Client Strategic Review Audience City Date