Nick Morton – Supplyant Consultancy Course

Course Curriculum

Module 1: Account Management Introduction
– Welcome to the Course (1:45)
– Foundation Level – What we can expect from you (3:46)
– The Supplyant Story So Far (6:01)
– The Power of Partnerships – The Supplyant Value Proposition (3:27)
– ‘The Rules of the Game’ (1:34)
– Fundamental #1 – Task/Team/Individual – The Three Things to Bring Balance (6:07)
– Fundamental #2 – Time/Motivation/Skill – The Three Biggest Blockers to Clients (4:04)
– Fundamental #3 – Pay/Environment/CPD – The Three Key Areas to Personal Fulfilment at Work (2:35)
– Understanding Supplyant Abbreviations (3:29)
– Supplyant Inductions (1:49)
Module 2: Growth Plans
– Client Planning Document (13:10)
– 5 Ways (6:16)
– Marketing, Sales & Customer control (FPIR framework) (5:44)
– P&L Calculator (6:40)
– Targeting (6:50)
– Setting KPIs (4:33)
– Seasonality (3:18)
– Budgeting (4:30)
– Organisation Charts (5:00)
– Weekly KPI dashboard (2:43)
– Promotional Calendars (4:57)
– Growth Plan Strategy Ideas
– 80/20 Rule (1:51)
– Scheduling (3:20)
– Calendar Management & Default Diaries (3:06)
– New Client Checklist (4:34)
Module 3: Personal Effectiveness
– Unconsciously Incompetent to The Zone (3:04)
– 1-10 Expert Enough (3:03)
– Time Management (1:50)
– Stopping and Escalating (3:01)
– SMART Goal Setting (2:50)
– MoSCoW – Giving Clarity on Tasks (4:56)
– Urgent/important Matrix (3:48)
– Innovation – 7 ways (2:34)
– Meeting preparation & Post-meeting (3:35)
Module 5: Clients
– Client Migration Plans (5:01)
– Estimating (5:00)
Module 6: Quarterly Review Processes
– Step 1: Identify Opportunities (9:09)
– Step 2: Internal Justification (3:17)
– Step 4: Negotiation Plan (8:21)
– Step 5: Pitch & Close (3:16)
Module 7: Digital Skills Fundamentals
– Scoping a new website (3:14)
Module 8: Working with the Agency
– Jira: Raising BAU tasks (9:37)
– Jira: Reccuring Weekly and Monthly Tasks (2:39)
– Jira: Checking Jira Blocked/Approval Tickets (5:01)
– FlightPaths (14:30)