Account Planner

An Account Planner is a key role within an advertising agency or PR agency, responsible for understanding the client's business objectives and translating them into effective marketing strategies. This individual works closely with the account management team, creative team, and clients to develop comprehensive briefs that guide the development of campaigns and projects.

In the fast-paced and dynamic world of advertising, having a skilled Account Planner is essential for ensuring that campaigns are strategically sound and resonate with the target audience. These professionals possess a deep understanding of consumer behavior, market trends, and competitor analysis, allowing them to provide valuable insights and recommendations to drive successful campaigns.

For individuals working in advertising, having access to specialized tools like can greatly enhance their workflow and productivity. This all-in-one agency management tool is designed to meet the unique needs of ad agency professionals, providing features that streamline project management, collaboration, and client communication. We highly recommend exploring or speaking to one of our consultants to see how it can benefit your agency's Account Planning efforts.

Allfred guides your agency’s financial process

Get more billable hours and manage team happiness

Save up to 60% of time spent on administrative tasks through automation and streamlined processes, allowing teams to focus more on creativity and strategy.

  • Integrated resources & tasks planning
  • Capacity booking, conflict detection and 1‑click time tracking
  • Better work‑life balance and motivated team
Learn about Resource planning
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Plan your team’s time together. Collaboratively.

As team leaders, you have complete control over each individual’s time allocation.

  • Plan on one screen collaboratively with others
  • Book multiple team members for shared work time
  • Distinguish between projects with color‑coding
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Reassign tasks. Edit, split, duplicate. You’re the boss.

We understand the dynamics of daily task planning. You have complete flexibility in rescheduling tasks to optimize productivity. Down to the second.

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Is Allfred the right fit for your agency?

Try for free for a week. No strings attached. No prepayment needed.

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