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Client Services, Process

Why Your Agency Can’t Afford to Skip Lookback Meetings

No doubt, the end of a project is a unique and anticipated time.  The team is catching their breath, and taking time to let their…

  • November 24, 2020
Client Services, Relationship Building

Building Remote Client Relationships

Hi! I’m a digital account manager with 16 years of experience, five of them in a remote office setting.  Even when I worked in an…

  • September 3, 2020
Client Services, Process

Internal Client Relationship Tracking at Proofpoint

Agency-client relationships, especially long-term, evolve, and are layered with ever-changing information. The client’s industry landscape changes. Their teammates may come or go. New goals and…

  • September 3, 2020
Client Services

Client Onboarding at Proofpoint

Is there anything more important than the first few touch-points when a new client is brought into the agency? For a remote agency like ours,…

  • May 1, 2020

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