---
slug: run-the-account
title: Run the account
summary: Every brief leaves with an owner, a date and one number.
roles: [cmo, marketing, agency, account lead, brand]
kinds: [status, one_on_one, workshop, briefing]
after: []
author: sidekick
version: 3
license: CC-BY-4.0
---

## Lens
These meetings keep an account alive. Closing 4+ means every request left with an owner and a date. Pushback 4+
means a new request was named as new scope, with its impact and a decision asked for, not absorbed. Clarity 4+ means
numbers and names instead of adjectives. A status update that only reports is routine; one that ends by asking for a
decision is Influence 4+.

## Focus tracks
- Brief with owner and date: every request leaves the meeting with an owner and a due date (Closing)
- Name the scope creep: says out loud when a request is new scope, what it changes, and asks for a decision (Pushback)
- Numbers, not adjectives: reports results as figures and names, not "going well" (Clarity)
- Position the team: states what the team recommends, not only what was done (Influence)

## Path
- [ ] End 3 status meetings with owners and dates  `skill:closing >= 4 x3 kind:status|one_on_one`
- [ ] Five commitments closed on time  `commitments:ontime x5`
- [ ] Scope creep named and priced  `moments:great x1 skill:pushback kind:status|workshop`
- [ ] Closing Proficient  `level:closing >= 60`

## Achievements
- `clean_brief` · Clean brief ×5 · `commitments:ontime x5 kind:status|one_on_one|workshop|briefing` · Five account commitments closed on time
- `said_no_kindly` · Said no, kindly · `moments:great x3 skill:pushback kind:status|workshop` · Three times new scope was named, with its impact and a decision asked for
- `one_number` · In numbers · `skill:clarity >= 4 x5 kind:status|briefing` · Five updates said in figures and names, not adjectives
- `asked_for_it` · Asked for the decision · `moments:great x3 skill:influence kind:status` · Three status meetings that ended in a decision
- `ten_for_ten` · Ten for ten · `goal:achieved x10` · Ten meeting goals achieved

## Drills
- Brand director: "Can you also add the retail version? Same budget, should be quick." (Pushback)
- Client marketing lead: "So, how is the campaign doing?" (Clarity)
- Their VP: "We need this live by Monday." (Closing)
- Client CMO: "What would you do with the extra budget?" (Influence)
- Media lead: "Let's just keep doing what we did last quarter." (Influence)
- Client team: "Great call, let's sync again soon." (Closing)