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Account Management Course

Become an Ads Agency Account Professional in 12 Days 

In today's competitive landscape, account managers are more than just liaisons. They're trusted advisors to their clients. They build strong client relationships, anticipate needs, and consistently exceed expectations to make more profits added to their agency.

But are you equipping your team or are you the one with the essential skills to thrive in this role?

My Account Management Essential Skills course, developed by a seasoned agency account director with 6 years of experience, will transform your team into client magnets.

Training Outcomes

  • Master the art of building trust: Learn how to become a trusted advisor who clients rely on for strategic guidance.
  • Develop exceptional communication skills: Confidently navigate client conversations, presentations, and negotiations.
  • Sharpen your client management expertise: Gain proven strategies for exceeding expectations, anticipating needs, and resolving challenges.
  • Boost your agency's bottom line: Drive client retention, unlock upselling and cross-selling opportunities, and watch your profits soar.

Certification: Strategic Account Management Certification

Course Format: Online / In-class

Resources: 8 downloadable PDF resources

Account Management Course Outline

Day 1: Introduction to Digital Marketing & PR

Gain foundational knowledge essential for navigating the evolving landscape of digital marketing & PR in Myanmar.

  • Introduction of Account Management course

  • Understanding how digital marketing & PR growth in Myanmar landscape

  • Paid, Earned, Owned, and Shared Media: PESO strategy & how it connected for social media platforms & tactics or PR.

  • Marketing and Ads glossary

Day 2: Agency Structures & internal connections & Landscape Knowledges

Understand the inner workings of agencies and how they function to deliver effective marketing solutions, setting the stage for successful collaboration.

  • Team Structures in Agencies & SOW

  • Digital Marketing Proposal & how each department structured. 

  • Account learning pathway starter-pack. 

Day 3: Mastering Project Management

Mastering the project management skills tailored to advertising account management, ensuring smooth execution of campaigns and commercial management.

  • Account Management SOP Development

  • Ads Agency RFP template, Client onboarding template, reporting template (social media marketing)

  • Difference between ‘standard’ service & ‘extra’ service for your benefit.

Day 4: System & Tools for client management
Equip yourself with the tools and techniques necessary to efficiently manage client projects, fostering strong relationships and delivering results.

  • Project Management Tool Trello: Kanban Board: PM Board

  • Getting referrals & testimonials

  • Importance of Time recording & capacity planning

  • Project Planning for bigger picture

Day 5: Client Service Mindset

Cultivate a client-centric mindset to anticipate needs, exceed expectations, and build long-lasting partnerships. You will be standing in the client’s shoes in this course.

  • Developing a “be in his shoes” Mindset

  • Differentiation of personas

  • Understanding Client Needs and Expectations

  • Balancing between soft skills & hard skills

Day 6: Effective Communication in Business (1)

Hone your communication skills to foster meaningful connections with clients, driving successful outcomes and mutual understanding.

  • Active listening & being heard.
  • Running effective meetings with clients and Tactics of effective meeting
  • Setting goals in communication & negotiation
  • Delivering news with clients

Day 7: Effective Communication in Business (2)

“Never assume, never take personal”, effective communications are a form of written.

  • Written Communication Skills 

  • Email communication Misunderstanding Case Study

  • Denying or “Saying No” while being the first face

Day 8: Documentation as essential account management skill

Understand the importance of thorough documentation in account management, facilitating transparency and accountability.

  • Meeting minutes format & template

  • Filling every documentation (eg ; Daily delivering materials, Brand’s Information, Financing)

Day 9: Briefing & Debriefing Techniques for internal & external

Master the art of effective briefing and debriefing to align teams & all the stakeholders.

  • What’s Effective Briefing and Debriefing

  • Techniques for Conducting Successful Briefing Sessions

  • Analyzing and Learning from Campaign Debriefs (Marketing Campaign briefings & debriefing exercises)

Day 10: Campaign Analysis & Reporting

Develop the skills to analyze campaign data effectively and communicate insights, driving informed decision-making and demonstrating ROI.

  • Setting up analysis & reporting periods  

  • Must include key elements in reports.

  • Presenting your reports

Day 11: Contracting Templates & Dealing with Changes

Learn to navigate contracts and adapt to changes, mitigating risks and ensuring smooth project delivery.

  • Project Templates (MSA, SOW)

  • Third party templates, data privacy, and intellectual property

  • Dealing with the project changes in time & cost

Day 12: The art of Parting, Feedback & Growth Analysis

Embrace feedback as a catalyst for growth, fostering continuous improvement and enhancing client relationships.

  • Importance of Feedback in Account Management

  • Strategies for Providing Constructive Feedback (Surveys, One-one talk, evaluation on metrics)

  • Analyzing Client Growth and Identifying Opportunities

Enroll today and unlock the power of client trust!

Who is this course for?

Agency Owners & Leaders

Equip your team with the skills to build rock-solid client relationships and drive agency growth.

account manager
Account Executives & Managers

 Master the art of account management, exceeding client expectations and securing long-term partnerships.

account intern
Agency Interns

Gain a head start in your career with a foundation in essential account management practices.

May Phoo Pan Photo circle Pink BG
Instructor Profile

May Phoo Pan

Former Account Director @ BEYOND 360
Former Account Director @ LevelUp Group

I'm a data-driven account director with a passion for crafting high ROI campaigns that is profitable for both brands and agencies specializing in mar-tech & mar-comms.

When I'm not in strategic mode, you'll likely find me centered on the yoga mat.🧘

Account Management & Digital Marketing Experiences in 





Ma Myay Oo Khin B&W blug bg photo

Head of Marketing | SAMSUNG

I've worked with her since her junior years in the agency as an account executive. She is a standout individual who is dedicated, passionate about digital marketing, and highly responsible in her role.

Myay Oo Khin
Tun Tun Tauk with light blue

Senior Account Executive & Media Buyer

May has been my senior twice as account director in different agencies. Not only is she an exceptional leader, but she also offers invaluable insights and career advice. In the advertising industry, she is someone I deeply admire and look up to. 

Tun Tun Tauk
1. Who is this course for?
This course is ideal for anyone who wants to develop the skills and knowledge to thrive as an account manager in an advertising agency. This includes:
  • Agency account executives and managers
  • Marketing professionals looking to transition into account management
  • Agency owners or leaders building their team's account management expertise
  • Anyone interested in learning the fundamentals of successful client relationships and project management.
2. What are the benefits of taking this course?
Our Account Management Essential Skills course provides numerous benefits, including:

  • Master the core skills: Learn how to build trust, communicate effectively, manage clients, and boost your agency's bottom line.
  • Become a client-relationship pro: Develop the skills and strategies to attract and retain clients.
  • Increase your value: Stand out from the crowd with a proven account management skillset.
  • Gain industry expertise: Learn from a seasoned agency professional with real-world experience.
  • Flexible learning: Choose online or in-class format to fit your schedule.
  • Certificate : After the course completion, will be provided with strategic account management certificate
3. What will I learn in this course?

The course covers a comprehensive range of topics essential for account management success, including:

  • Digital marketing & PR fundamentals
    Agency structures and internal workings
  • Project management for account management
  • Client management systems and tools
  • Cultivating a client-centric mindset
  • Effective communication skills
    Documentation for account management
  • Briefing and debriefing techniques
    Campaign analysis and reporting
  • Contracting and managing project changes
  • Providing and receiving feedback for growth
4. What is the course format?

The course is offered in both online and in-class formats to cater to your learning preferences. The online format provides flexibility to learn at your own pace, while the in-class format offers opportunities for interactive learning and networking.

5. What are the course materials included?

In addition to the comprehensive curriculum, you'll receive valuable resources to support your learning, including:

  • 8 downloadable PDF resources: Gain access to practical guides and templates for essential account management tasks.
  • Strategic Account Management Certification: Upon completion, you'll receive a certificate to showcase your acquired skills.
6. How much does the course cost?

We offer competitive pricing for the Account Management Essential Skills course.  For specific pricing information, please visit the enrollment page.

7. Sneak Peek Inside the Course? Absolutely!

While we don't currently offer a full free trial, we do have some awesome resources to give you a taste of what awaits in the Account Management Essential Skills course. Think of it as a VIP backstage pass!

Check out our blog for insightful articles that delve into key topics covered in the training.  These blog posts will give you a glimpse of the valuable information and strategies you'll master by taking the full course.

Contact May Phoo Pan
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