Agency Account Manager Onboarding Checklist

This checklist ensures a smooth transition, from building client relationships to understanding account strategies and agency offerings. This checklist helps new account managers get up to speed quickly, ready to foster strong client partnerships and deliver exceptional results with confidence.
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    Built for the next generation of agencies
    4.9
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    4.8
    on G2
    Bonsai has got our agency of 32 rowing in the same direction and our operations are much smoother now.

    They have alleviated a lot of confusion and stress for the team, improved our communication and collaboration, and ensured people have fewer questions and do the job faster.

    Now, we have the right systems in place to scale our agency and become more profitable. And that’s thanks to Bonsai.
    Wilian, Founder
    Zabal Media
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