Stronger client leadership. Stronger accounts. A Stronger agency.

A structured system that codifies client leadership as a discipline, with frameworks, training, and tools for agencies, consultancies, and the people who run their accounts.

Also working with mid and senior account leaders ready to step up.

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Welcome to The Client Lead

I built The Client Lead for agencies and creative organizations that want stronger client leadership, not just better account management. With 15+ years inside global agencies leading client partnerships and developing teams, I’ve seen firsthand how strong client leadership transforms accounts and grows agencies.

Whether you're an agency owner looking to strengthen your team, an account leader ready to step into senior leadership, or a creative organization seeking strategic client partnership, I’m here to help you build the clarity, confidence, and capability to lead effectively.

About Me

Purpose

A leadership, coaching, skill and capability-building program designed to elevate the client service function and expertise.

Agency

Raise the standard of client leadership in creative, branding, and marketing industries.

Individual

Equip client service professionals with the skills, confidence, and frameworks to lead clients, grow accounts, and operate as strategic partners.

Business

Build a scalable, multi-tier ecosystem that includes coaching, fractional support, courses, diagnostics, and talent advisory.

About The Client Lead

The Client Lead is a client leadership training and advisory practice for individuals, agencies and creative organizations.

I work with:

My work spans four core areas:

Everything I offer is grounded in real-world client leadership experience and designed to create clarity, confidence, and measurable impact in how your teams lead clients.

The Client Lead Framework

A 5-part framework designed to transform client relationships into growth engines through disciplined thinking, confident leadership, and measurable action.

1

Clarity

Understanding your client's business, goals, decision makers, and workstreams.

2

Partnership

Building trust, credibility, and influence with your clients.

3

Strategic

Leading conversations, identifying opportunities, and shaping work.

4

Performance

Delivering excellence, managing teams, and driving quality.

5

Growth

Turning delivery into commercial growth and long-term client relationships.

The Client Lead Newsletter

Frameworks, essays, and field notes on client leadership and agency growth. Every other Tuesday. No filler. No motivational fluff.

    Core Offerings

    The Client Lead Core Workshop

    A structured, 3-day immersive workshop designed to align and upskill an entire client services team on modern client leadership fundamentals.

    • 3-day live workshop (virtual or in-person)
    • Core client leadership frameworks
    • Real-world scenarios and case examples
    • Team-based exercises
    • Practical tools and templates

    What it is

    A hands-on learning experience that equips an entire client services team with frameworks they can apply immediately. Not a lecture series. Practical, shared-language building for how the team thinks, communicates, and operates with clients.

    What we cover

    • The Client Lead Framework as an operating system for the team
    • Strategic client meeting frameworks: preparation, leadership, follow-through
    • Account growth strategy methods
    • Difficult client conversation training, with practice and feedback
    • Team exercises and case scenarios drawn from your real portfolio

    Ideal for

    • Client services teams who need a strong, consistent foundation
    • Agencies onboarding new or growing account teams
    • Teams experiencing inconsistency in client leadership quality
    • Agencies that want everyone operating from the same playbook
    Format 3 days, virtual or in-person Group size Up to 10 attendees

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    The Client Lead Capability Diagnostic

    A diagnostic-led organizational enablement program that identifies where client leadership is breaking down and builds capability in those areas.

    • Client leadership diagnostic
    • 3-day Core Workshop included
    • Diagnostic readout and insights
    • Curated curriculum selection
    • Focused enablement sessions

    What it is

    A structured assessment of how effectively your client services organization is set up, staffed, and operating, followed by intentional capability-building in the areas that matter most. Available as a standalone diagnostic or as a Diagnostic + Build engagement that bundles in the Core Workshop and a curated curriculum.

    We evaluate

    • Organizational structure: roles, responsibilities, reporting
    • Performance management: KPIs, review processes, accountability
    • Operational rhythm: leadership meetings, team cadence, decision-making
    • Role design: job descriptions, career progression pathways, hiring criteria
    • Client portfolio health: risk, growth, account-level leadership maturity

    You leave with

    • A capability assessment report with prioritized recommendations
    • A recommended organizational structure for client services
    • Optimized role definitions and progression pathways
    • An improved performance framework

    Ideal for

    • Agencies going through growth, change, or restructuring
    • Organizations with inconsistent client leadership performance
    • Teams where leadership expectations are unclear or uneven
    • Agencies wanting to professionalize client services without overhauling everything
    Engagement 3 to 5 weeks (diagnostic) or 8 to 12 weeks (Diagnostic + Build)

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    The Client Lead for Agency Leaders

    Strategic leadership and advisory program for agency leaders responsible for client growth, team performance, and long-term account health.

    • 1:1 or small-group executive coaching
    • Client portfolio and revenue review
    • Account growth and risk analysis
    • Team structure guidance
    • Operating model design

    What it is

    A strategic leadership and advisory program for agency leaders responsible for client growth, team performance, and long-term account health. This is where leadership moves from managing accounts to designing how client leadership works inside the business.

    What's included

    • 1:1 or small-group executive coaching
    • Client portfolio and revenue review
    • Account growth and risk analysis
    • Account planning process and tools development
    • Leadership decision support for complex client situations
    • Team structure and role clarity guidance
    • Client leadership operating model design

    Ideal for

    • Agency owners and partners
    • Managing directors and department heads
    • Senior client service leaders overseeing multiple accounts
    • Leaders accountable for revenue, retention, and reputation
    Format Quarterly retainer

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    1:1 Coaching

    High-touch, individualized coaching for client service professionals who want to deepen their leadership capability, confidence, and effectiveness.

    • Leadership Maturity Assessment
    • Personalized development plan
    • Weekly or bi-weekly sessions
    • Deep work on real client situations
    • Career progression guidance

    What it is

    A high-touch, individualized coaching engagement designed for client service professionals who want to deepen their leadership capability, confidence, and effectiveness. This is where the thinking time happens. Space to slow down, reflect, diagnose patterns, and intentionally strengthen how you show up with clients, teams, and leaders.

    What's included

    • Client Leadership Maturity Assessment
    • Personalized leadership goals and development plan
    • 1:1 coaching sessions, weekly or bi-weekly
    • Deep work on real client situations
    • Communication clarity and confidence coaching
    • Strategic thinking and decision-making support
    • Career progression and role readiness guidance
    • Accountability and reflection between sessions

    Ideal for

    • Account managers and directors ready to step into senior leadership
    • Client service leaders navigating complex or high-stakes clients
    • Professionals who feel capable but underutilized
    • Individuals wanting structured time to think, grow, and lead more intentionally
    Format Weekly or bi-weekly 1:1 sessions

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    Fractional Client Lead

    Embedded leadership when agencies need stability, experience, and strategic oversight. This is not coaching. This is temporary senior client leadership.

    • Embedded client leadership
    • Strategic client management
    • Coverage for gaps or turnover
    • Major client onboarding support
    • Growth period management

    What it is

    An embedded senior client leadership engagement where I operate as a temporary senior client lead inside your agency. This is not coaching or training. This is hands-on leadership when agencies need stability, experience, and strategic oversight now.

    What's included

    • Embedded senior client leadership across the agency's accounts for the duration of the engagement
    • Direct ownership of one to three high-value or high-risk client relationships
    • Strategic oversight of account planning, client meetings, and growth conversations
    • Coaching and mentoring of in-house client leaders day-to-day
    • Escalation support for complex or sensitive client situations
    • Leadership team participation in account reviews and growth discussions
    • Hand-off plan and documented playbooks at end of engagement

    Ideal for

    • Agencies experiencing leadership gaps or turnover
    • Maternity leave or temporary absence coverage
    • Agencies onboarding major new clients
    • Periods of intense growth or complexity
    • Leaders who need senior coverage without a full-time hire
    Engagement 3 to 6 months

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    Talent Advisory

    Talent advisory focused on placing high-quality client service and client leadership talent into creative organizations.

    • Client leadership competency profiling
    • Quality-driven, not high-volume
    • Interview structure guidance
    • Hiring risk assessment
    • Optional onboarding support

    What it is

    A specialized talent advisory service focused on placing high-quality client service and client leadership talent into creative organizations. This offering exists because great client leadership is rare, and most hiring processes fail to assess it properly.

    What's included

    • Role and capability definition aligned to The Client Lead framework
    • Client leadership competency profiling
    • Candidate screening focused on leadership, not just experience
    • Interview structure and evaluation guidance
    • Hiring recommendation and risk assessment
    • Optional onboarding support for placed talent

    This is not high-volume recruiting. It is quality-driven, leadership-focused advisory.

    Ideal for

    • Agencies hiring Sr. Account Managers, Account Directors, GADs, or Client Partners
    • Organizations tired of mis-hires in client services
    • Leaders who want confidence in who they are bringing in
    • Agencies wanting leadership alignment from day one
    Engagement Retainer model, per role

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    Let's Work Together

    Thinking about how to strengthen client leadership on your team or your own role? I’m happy to talk it through. Share what you’re navigating and we can take it from there.

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