I train agency account managers to hand the retyping, report building and status writing to AI. The hours come back, and they go to the clients those managers look after.
Illustrative. A composite account manager's day, built from the tasks this coaching covers. It is not a client's calendar.
Account managers trained on AIat a US white-label agency that delivers for other agencies
Agencies of 40 and 90 peoplewhose sales process and brand strategy I rebuilt
Eight yearsacross operations, marketing, brand strategy and sales leadership
Account managers are hired to look after clients. This is where their week goes instead.
a week, across five account managers. That is more than one full-time person's 40-hour week, spent on work the agency already pays for. See it task by task.
that is a hire you already madeEight parts of the job where an account manager's hours leak away, and how to hand each one to AI without losing the judgement that makes them good at it.
One account manager running eight client accounts, across a normal week.
| Task, per week | Before | After | Back |
|---|---|---|---|
| Call notes into tasks and a recap8 calls, 20 minutes each down to 5 | 2h 40m | 40m | 2h |
| Status updates8 clients, 25 minutes each down to 10 | 3h 20m | 1h 20m | 2h |
| Monthly client reports8 a month, 2 hours each down to 30 minutes, shown per week (4-week month) | 4h | 1h | 3h |
| The same update in every toolProject tool, CRM and team chat | 2h | 45m | 1h 15m |
| Change requests into scope and invoiceCaptured as they are agreed, instead of rebuilt from calls, chat and email at invoice time | 1h 45m | 15m | 1h 30m |
| Planning the day25 minutes a day down to 10 | 2h 05m | 50m | 1h 15m |
| Total | 15h 50m | 4h 50m | 11h |
These are illustrative estimates, not measured client results. They are worked out from the tasks this coaching covers. Onboarding and client grading happen less often than weekly, so they are left out of the count. Change requests are counted as admin time only. The bigger cost is the ones that never reach the invoice, and that money is not in this table.
On the discovery call, I look at where your account managers' hours actually go, and which problems are worth solving first.
Book a free discovery callWhen an account manager is off, their accounts don't stop with them. The account notes AI keeps as they work are there for anyone on the team to pick up.
Tick what sounds like your team.
Two or more, and a 30-minute call will show you where the hours are.
Book a free discovery callThe coaching builds around the problems your account managers actually have. The course gives every account manager the same foundation.
For agencies whose account managers have specific problems a general course will not fix.
For agencies that want every account manager working the same way, at their own pace.
Bought by the agency, taken by its account managers.
From the first call to three months after handover.
Call to scope is a Claude skill I built and give away. Your account manager drops in a call transcript or their notes, and it writes the document that has to go out after the call.
Opens in a new tab. Free, no sign-up.
Deepak Ravtani, Ahmedabad. Works US hours. LinkedIn
I have spent years inside agencies, not lecturing at them. I have rebuilt their sales, built their brands, run their marketing, and trained their account managers to hand the grind to AI.
So when I look at an account manager's week, I don't see a productivity problem. I see a process with leaks in it, and I know which ones AI can plug, because I have built those fixes and handed them over.
Anything else, ask me on the call.
The coaching is quoted after the discovery call, because the price depends on how many account managers take part and which problems you want solved. You see the full scope and price before anything starts, and nothing starts until you approve it.
The course is one fixed price for the agency. Join the waitlist to hear the day it opens.
Yes. Start with the account manager who looks after the most client accounts, and the quote covers that one person. Once you see the hours come back, the others can follow, and they start from what was already built for the first.
Yes. Nothing here needs code. They learn on their own client accounts, and what gets built runs from the tools they already open every day.
Mostly Claude, because a skill built once can be used by the whole team. Everything is built around the project tool, CRM and team chat you already use, so nobody has to move to a new system.
It stays in your agency's own tools and AI accounts. Everything is built inside your workspace, on your agency's logins, so none of it sits in mine.
No. Nobody gets replaced. That is the design, not a reassurance. The hours that come back go to the clients those managers look after.
Tell me how many account managers you have and what eats their week. I will tell you which route fits, and what it would fix first.
Free, 30 minutes, on Google Meet. Times show in your own time zone, and the Meet link comes in your confirmation email.
No time that works? Email [email protected].