Who This Applies to: GDs + ADs + AMs
What’s New:
When the main point of contract with the client has changed (either left the company) or a new superior has entered the partnership, expectation is for the AD and AM to curate a summary of performance + current service recap to be completed and presented to the new point of contact.
In the meantime, the AM/AD/GD will be responsible for:
Creating a new POC onboarding deck (AM + AD with GD oversight)
This does not need to be a full report, but a high level summary on goals/how we're pacing, current channel mix and strategy, new channel recommendations.
Scheduling an onboarding meeting with the new POC (AD + GD)
Goal of this call is to understand their primary objectives, build rapport and trust, help them understand the strategy and what we have planned for the partnership.
Sharing the deck with the new POC following the call
Scheduling monthly 1:1s with the new POC (AD + GD)
Recommended Template / Format: POC Change Template
Note: Please work with your GD on the deck template as you can pull from other Partnership to Date decks and consolidate the information based on what they recommend.