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Choose a client, explore their relationship assessment and see how the account manager can respond.
Client relationship · Alex Morgan, account manager
Client confidence has fallen after unresolved enquiry quality concerns and a missed plan. The Bristol opening needs a recommendation that reflects the sales team’s capacity.
Sarah described hours lost to unsuitable enquiries. Alex offered a review without exploring the impact on her team.
Next step Ask how the work on unsuitable enquiries is affecting Sarah’s team and confirm their most pressing priority.
The campaign generated 50 enquiries, but only six were a fit. There is no agreed measure of enquiry quality.
Next step Agree what makes an enquiry suitable and review progress against that definition.
The Bristol opening comes up in two reviews. Neither includes a proposed approach to the launch.
Next step Bring a phased launch recommendation, with capacity checks and a clear first milestone.
Alex promised an updated plan by Friday. It is still outstanding when Sarah follows up.
Next step Confirm the owner and delivery date, then review whether the changes improve enquiry quality.