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Client Strategic Review

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

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Client Strategic Review

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  1. Client Strategic Review Audience City Date

  2. 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

  3. 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.

  4. 2. Account facts

  5. 3. Client overview and financial goals Client overview • 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

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

  7. 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?

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

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

  10. 8. Relationship challenges/opportunities & goals/actions

  11. 9. 20XX Growth Plan – New business opportunities

  12. 10. Actions • xxx

  13. Client Strategic Review Audience City Date

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