Level 4 Account Manager Program

Become an effective Account Manager to be on top of client projects


The main role of the Account Manager is to ensure that your team is delivering for the client– which means moving things along to drive actual performance (stats) and perceived performance (client happiness).

Thus, the Account Manager is the A (accountable) in #RACI— problem-solving, communicating, and following up, as necessary.

As an Account Manager, your job is to ensure that your team members complete the tasks for your clients in the project queues.

Some things you should know...

What the program will teach you: The program will show you what a good Account Manager looks like and train you to be like one. It is not an easy role, which is why not all virtual assistants can be Account Managers. To summarize, it will teach you everything you need to know about account/project management.

What the program won't teach you: The program will not include specific topics related to digital marketing such as digital plumbing, getting access to client assets, etc. We have other courses in the Academy that cover those topics.

Who is this for?: The program is for aspiring Account Managers who want to learn the essentials to prepare them for the role.

Who is this not for?: If you're an experienced Account Manager, you may or may not find value in the course. However, we cover a lot of topics in the program that anyone can benefit from.

How long will it take to complete the program?: That's entirely up to the student's capacity to learn and absorb the lessons. Most VAs complete the program within a week.

How do we measure success?: There is a quiz at the end to determine just that.

Program Outline

  1. What Does an Account Manager Do?
  2. What Makes a Good Account Manager?
  3. Running a Client Call
    • Tips on Public Speaking
    • Role-playing Training – How To Deal With Happy and Unhappy Clients
  4. Basecamp Basics
    • How To Create Projects in Basecamp
    • How to Name a Project in Basecamp
    • How to Create a Task in Basecamp
    • How To Merge Duplicate Threads in Basecamp
    • How To Create a Continuation Thread in Basecamp
    • How To Find Stuff in Basecamp
  5. Client Onboarding
  6. Client Communication
  7. Responsibilities of a Team Lead
    • Daily Team Call
    • Tips for Managing Someone on Your Team
  8. Internal Office Hours
  9. How to do a Power Hour
  10. Account Manager Essentials
  11. Quiz


Dennis Yu: The Genius Behind BlitzMetrics

CEO BlitzMetrics

Dennis Yu is co-author of the #1 best-selling book on Amazon in social media, The Definitive Guide to TikTok Ads. He has spent a billion dollars on Facebook ads across his agencies and agencies he advises. Mr. Yu is the "million jobs" guy-- on a mission to create one million jobs via hands-on social media training, partnering with universities and professional organizations.

You can find him quoted in major publications and on television such as CNN, the Wall Street Journal, Washington Post, NPR, and LA Times. Clients have included Nike, Red Bull, the Golden State Warriors, Ashley Furniture, Quiznos-- down to local service businesses like real estate agents and dentists. He's spoken at over 750 conferences in 20 countries, having flown over 6 million miles in the last 30 years to train up young adults and business owners. He speaks for free as long as the organization believes in the job-creation mission and covers business class travel.

You can find him hiking tall mountains, eating chicken wings, and taking Kaqun oxygen baths-- likely in a city near you.

Some People Who Know Dennis Is the Real Deal