Does anyone else do weekly or monthly check-ins with other AMs at their company? A few months ago, I started meeting with a colleague every Friday afternoon for a 30-minute “coffee chat.” It’s been a game-changer—we brainstorm strategies for tricky clients, share what’s worked for upselling, and sometimes just vent about the chaos of juggling 10+ accounts each. It’s helped me feel less isolated in the role and even improved how I handle certain clients. Is this kind of collaboration common at other companies? If you don’t have something like this, do you think it would help? I’d love to hear how others connect with their peers!

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I do this in a limited setting - we’re so busy that most of the time we have to cancel. But to your point, I feel better at my job when I get to talk to someone else (especially someone near my level)

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I do this but it have to trust them first. Account management/client service unfortunately attracts a lot of a-holes, and backstabbing is still very much used to get ahead. This is so so useful but definitely watch your back.

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If you have named accounts then there shouldn't be any worries about anyone stealing your account based on info you're sharing internally.

Plenty of companies have monthly or quarterly roundtables involving all the AEs that are in a particular industry or region. Yes, it's very helpful.

I haven’t done this yet but it’s genius! I’m embarrassed that I haven’t thought of it yet. I will definitely be integrating this into my routine.

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