From order-taker to trusted partner: The kickoff reset every account manager needs

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Are you stuck playing the role of “yes person” with your clients?

If you’ve ever felt like an order-taker instead of a trusted expert — especially in your role as an account manager — this episode is going to change how you approach client relationships from day one.

Welcome to Say What You See

In this episode, I break down the #1 opportunity you have to build a strong, high-trust relationship with every new client — the kickoff. This one moment can either reinforce your authority or trap you in a dynamic where you're constantly chasing alignment and struggling to challenge your clients when it matters most.

What this episode helps you solve:

👉 Feeling like you can’t challenge clients without risking the relationship?

👉 Frustrated by blurred boundaries, scope creep, or slow progress down the line?

👉 Wish you could prevent problems before they show up?

Why it’s worth your time:

You’ll learn how to proactively position yourself as a peer and strategic partner — not just a doer.

Especially if you're an account manager, this will help you move from “project coordinator” to respected advisor. We walk through exactly what to say (and ask) in those early conversations to avoid predictable problems and set the conditions for success.

Here’s what you’ll learn in this episode:

🔹 Why “every new client is your best opportunity” to set the tone

🔹 How to lead with confidence using the Vanguard Principle

🔹 The 5 must-have conversations that prevent future headaches

🔹 How to address client roles, commitment, and expectations upfront

🔹 What to ask to expose red flags and align on success

🔹 Why tension can be a good thing in your kickoff process — especially for account managers who want to earn more trust

Want the full framework?

Download your free copy of the Client Success Conversations Playbook — packed with 16+ essential talk tracks to transform your client kickoffs: Get the Playbook at theauthoritativecoach.com

Already watched?

What’s one conversation you’re going to start having with your clients from now on?

Which talk track resonated most — and how will you make it your own?

If you’re an account manager, how are you planning to apply this to your next kickoff?

Drop your takeaways, commitments, or any questions in the comments — I read every one.

🗣️👀

Chris