# How to Ask Your Agency for a New Account Manager: Editable Worksheet

This worksheet accompanies [the Agency Field Guide article](https://agencyfieldguide.com/guides/how-to-ask-for-a-new-agency-account-manager) by Tim Kilroy.

Copy this document into your preferred editor. Replace the bracketed prompts with your details, remove inapplicable items and agree on the result with the people responsible for the work. Keep confidential information in an appropriately controlled location.

## Use this request.

Adapt the message to the facts and send it to the person responsible for the relationship.

"I would like to discuss a change in account leadership. We have experienced [specific problems], including [dated examples]. These have affected [business work or decisions]. We raised the issues on [dates], and the improvement we need is [specific expectation].

Please propose how you would staff and support the account to address this. We would like to understand the proposed lead's experience, availability and authority, along with the handover and interim-coverage plan.

Our immediate priority is continuity on [current commitments]. Please let us know when we can discuss the proposal and agree on a review date."

If the agency cannot offer an arrangement that addresses the problem, use [the relationship-improvement guide](https://agencyfieldguide.com/guides/how-to-address-an-underperforming-agency) or [the exit guide](https://agencyfieldguide.com/guides/how-to-end-an-agency-relationship) to decide what comes next.