Free Resources

Time Waste Calculator

Unsure about how much time your team is wasting on admin work?

Delivery team keeps telling you they are over capacity but you're not sure how that can be?

The Time Waste Calculator will help you calculate where all that time is going and how much more profitable you can be once you get that time back.

Account Magic - 6 Downloadable Account Management Templates

Sprinkle in a little account management magic with these 6 ready-to-use account management templates.

  1. Client Kickoff Email Template

  2. Client Kickoff Meeting Agenda

  3. Client Async Project Update Template

  4. Client Project Update Meeting Agenda

  5. Sales to Delivery Handoff Questions

  6. Sales to Delivery Handoff Agenda

Create Your Own Account Management Mantra

Creating your own Account Management Mantra is important when deciding what kind of magic you want to share with your clients.

By going through this exercise, you will walk away with a deeper understanding of which parts of your client relationships will come naturally to you and which will need additional nurturing. 

Check out these Mantra examples:

 "Proactively solve, transparently communicate, consistently add value."
“Anticipate. Innovate. Elevate.”
"Guiding clients through difficult times with easy solutions."

These deliverables have helped other clients in the past.

Roadmapping

Standard Operating Procedures

Job Descriptions & Recruiting

Tech Stack Review

KPI Development & Tracking

Org Structures

Client & Team Onboarding Plans

We don’t do cookie cutter. We meet your team where they are at currently.
And then we get to the next level together.

Automation

Process Design & Improvement

Career and Development Plans