EP 302: Account services best practices with Taylor McMaster

Build a Better Agency Podcast · Jul 19, 2021 · 1m

We all know how critical account service people are to the success of our agencies. It's a tough job. Account service people must balance the needs of the agency, the internal team, and of course, the clients. A rock-solid account service person can help you retain and upsell clients, delivering a higher percentage of profitability on both counts. Creating a strong and dependable account services team and process is key to your success. Taylor McMaster is a former agency owner who discovered what she loved most about the work was the account services side of it. This realization inspired her…