Key Account Campaign Agent

Coordinates adverts, emails, content and sales calls for each of your most important target customers.

The challenge

The work crosses several teams and systems. Each handover adds delay, and things get lost in between.

How it works

  1. 1A job starts.
  2. 2A lead agent breaks it into parts.
  3. 3Specialist agents handle each part at the same time, each in its own system.
  4. 4The lead agent brings the results together and checks they agree.
  5. 5Your coordinator is asked only when something needs a decision.
  6. 6The finished work is recorded in your system.

Your people stay in control

Each agent can only do what you have allowed. When something needs a judgement call, it goes to your coordinator.

Systems we work with in Marketing & Sales

  • CRM such as Salesforce, HubSpot and Dynamics
  • Marketing automation
  • Ad platforms
  • Web analytics and CMS
  • Sales engagement and call recording
  • CPQ

How we measure success

  • Total time from start to finish
  • How often the work is right first time
  • Cost per completed job

Kind of work

Coordination across teams. A lead agent splits a large job between specialist agents and brings their work together.

Technical design, for technical readers

Want this working in your organisation?

We can show it working on real examples from your business before you commit to a full build.