PAUL'S QUESTION #1:

THE YEAR I HAD THE MOST ACCOUNTS: Giving account number total and $ value

prospecting → winning business → retaining clients → expanding relationships → referrals → continued prospecting

Managed 239 local, regional & national advertiser accounts representing more than $3.43 million in annual revenue, while continuing to develop new business, grow existing partnerships, and serve as the primary sales relationship throughout the client lifecycle.

Managing the Book While Building the Book

78% of my portfolio was self-generated

One thing I think is important about that $3.43 million is that I wasn't simply handed a large established book of business to maintain. Approximately 78% of my book was business I had generated myself over time through prospecting, networking, referrals, cold outreach, and relationships in the market.

Starting in 2020, when handed my account list, I had around 50 clients that totaled $144,000 in "annual" revenue, which was around $12,000 revenue per month. My last day on the job, I had 239 clients with $3.43M in "annual" revenue. However, my "average" monthly billable sales were around $150,000 - $160,000. This past year, I had a client that ran 6 months of extra paid Google Ads Campaign, utilizing Performance Max, which is what put me at the high end number of $3.43M for this past year & blew away all of my previous numbers. The few previous years annual revenue average was around $1.8 - $1.9M.

Accounts were never "assigned" to us, if I got a new client, it was because I did the work to get them.

JULY 2025 - JULY 2026:

239 ACCOUNTS

$3.43M+ ANNUAL REVENUE

PRIORITIZE

Managed accounts based on active campaign needs, revenue, growth opportunities, renewal timing, client requests & immediate priorities.

ORGANIZE

Used Salesforce to track client activity, opportunities, follow-up, renewals, pipeline, forecasting & account documentation.

COMMUNICATE

Maintained ongoing client communication, conducted performance discussions, presented new ideas & remained the primary sales relationship throughout the account lifecycle.

COLLABORATE

Partnered with creative, digital, analytics, implementation & support teams to execute campaigns, solve problems & keep client needs moving forward.