Nik is a creative director, copywriter, and content strategist working in Seattle.
My Background as an Account Manager
Always open to closing
As the principal account director at my agency, I have a lot of experience building and maintaining relationships with core customers, putting together deals, and pitching.
How do I make it happen?
I put together pitch decks with important benefits up front, working with writers and designers to maximize impact during the sales process. I use platforms like PandaDoc to create interactive, customizable proposals, with carefully-considered terms, and reusable template blocks to make the sales process fast and strike while the iron’s hot.
I’ve built out CRMs like Hubspot, ActiveCampaign, and more to codify a sales process that’s tailored to our actual sales stages. I also customize the fields to capture important data for our organization. By integrating it with email marketing automation and site tracking, I can slowly track leads across long sales cycles as they accumulate lead score by doing things like interacting with our website and email campaigns, turning MQLs to SQLs then going in for the close.
I keep active accounts in a separate dealflow in my CRM, so I can set tasks and continue keeping notes for rapport-building activities. I keep an eye out for negative sentiments and at-risk accounts so I can make sure to crank up the charm. I also make sure to keep in touch regularly to find new opportunities to serve existing clients and build on previous wins, where appropriate.
I put together pitch decks with important benefits up front, working with writers and designers to maximize impact during the sales process. I use platforms like PandaDoc to create interactive, customizable proposals, with carefully-considered terms, and reusable template blocks to make the sales process fast and strike while the iron’s hot.
I’ve built out CRMs like Hubspot, ActiveCampaign, and more to codify a sales process that’s tailored to our actual sales stages. I also customize the fields to capture important data for our organization. By integrating it with email marketing automation and site tracking, I can slowly track leads across long sales cycles as they accumulate lead score by doing things like interacting with our website and email campaigns, turning MQLs to SQLs then going in for the close.
I keep active accounts in a separate dealflow in my CRM, so I can set tasks and continue keeping notes for rapport-building activities. I keep an eye out for negative sentiments and at-risk accounts so I can make sure to crank up the charm. I also make sure to keep in touch regularly to find new opportunities to serve existing clients and build on previous wins, where appropriate.
Check out how I put this skill into practice.