1. Client Strategic Review
Audience
City
Date

2. Agenda Objectives of this review Account facts
Client overview and financial goals
Brand strategic objectives / market overview
Agency strategic approach
Agency resource plan and scope of work
Agency current status
Relationship challenges/opportunities & goals/actions
20XX growth plan – new business opportunities
Actions

3. 1. Objectives of this review
To demonstrate the account team’s thorough knowledge of the client, the client’s business and the agency’s role as strategic partner
To provide an overview of how the account team is managing the account on a day to day basis
To identify new business opportunities and areas for more strategic input; market knowledge, digital, planning, creative etc.

4. 2. Account facts Client Client name Brand Brand name Product
Product name (if different)
Business area
Area of the business (if applicable)
Key client contact
Name of key client contact
Global/EU/UK account
Coverage
Forecast 20XX
£/$ XXXXXXXX
Agency scope
What has the agency been asked to cover in the contract
Pitched
Date pitched
Agreement
Is this agreement a project basis, Agency of Record (AOR)

5. 3. Client overview and financial goals
Company revenue
Company products/pipeline
Majority of sales driven by xx
Type of company / philosophy / corporate mission statement
Financial goals
Is the company growing?
Importance of this brand to the company

6. 4. Brand strategic objectives & market overview
Market situation
Objectives
Strategic approach
Target audience & insights
Challenges & opportunities
Competitor overview
SWOT

7. 5. Agency’s strategic approach
What is our strategic approach for achieving the client’s objectives?
What have we proposed as possible solutions?
How are we thinking about their business on an on-going basis?

8. 6. Agency resource plan & scope of work
Present forecast breakdown, resource plan and financial scope of work

9. 7. Agency current status
Include current campaign/project status report

10. 8. Relationship challenges/opportunities & goals/actions
Client issue/challenge/opportunity
Agency goal/action
Short:
xxxxx
Xxxxx
Medium:
Long-term:
xxxxxx

11. 9. 20XX Growth Plan – New business opportunities
Client target
New business opportunity
xxxx
xxxxx

12. 10. Actions
xxx

13. Client Strategic Review
Audience
City
Date