ARMANDO CLIENT MANAGEMENT · FOR AGENCIES & CONSULTANCIES

Grow the clients
you already have.

More revenue. Healthier margins. Clients who stay.
A clear playbook. Shared client context. Follow-through in Slack.

Your process. Your team. One less thing to chase.

From the founders who built a 110-person agency.
Your client growth, organized. Interactive example
client-growthWorks in Slack
J

What’s the next step for Northstar?

Growth opportunity

A new market. A good next conversation.

Northstar mentioned a European launch. You already know their product. This could be the right time to talk about the next phase.

Suggest a 30-minute discovery call
Source: Client meeting note
From client context to a useful next step.Illustrative workflow · Sample client data

Grow your revenue.

Turn what you know about clients into the next useful conversation—and the next project.

Protect your profit.

Spend less time chasing updates. Catch scope changes early. Put your team’s time where it matters.

Give clients a reason to stay.

Stay close to their priorities, show the value you deliver, and address risks before renewal.

BUILT FROM EXPERIENCE

We’ve been
in your shoes.

We’re Leszek and Matt. We built a software development agency from zero to 110 people, then successfully exited.

Our purpose: help teams care for long-term client relationships consistently, with knowledge and follow-through that stay with the organization.

Account management was a game changer for us. It drove 17% revenue growth and 20% EBITDA growth in our agency. Now we’re bringing that experience to your team.

Our public Brainhub founder profiles ↗
0110people. Built from the ground up.
+17%revenue growth through account management
+20%EBITDA growth through account management

Results from our own agency. The experience behind Armando.

GOOD RELATIONSHIPS NEED FOLLOW-THROUGH

Your clients shouldn’t depend
on someone remembering.

The next opportunity is in a meeting note. The renewal date is in a spreadsheet. The plan is in someone’s head. Armando brings it all together—and helps your team act on it.

01 / A PLAN THAT FITS

Your way of working.
Made repeatable.

We turn your goals, clients, and team structure into a practical account management playbook. Everyone knows what to do, when to do it, and what good looks like.

  • Processes tailored to your organization
  • A clear owner and next step for every client
  • Short training that helps your team put it to work

Less guesswork. More consistent client care.

YOUR CLIENT PLAYBOOKExample

A better next quarter.

A clear rhythm for the relationships that matter.

✓
Understand the client’s prioritiesClient brief · Relationship map
JD
✓
Agree the next opportunityDiscovery questions · Conversation guide
MK
Make the value visibleQuarterly review · Next-quarter plan
JD
Built around your clients. Ready for your team.
A working playbook, not a dusty PDF.
Meeting notesDocumentsClient data
N

Northstar

One client. The whole picture.

Example
What matters
Launch in a new market
What we promised
Share a rollout plan by Friday
Who owns it
Jamie · Account lead
What’s next
Scope the discovery workshop
Context stays with the account.

02 / NOTHING GETS LOST

People move on.
Your client knowledge stays.

Connect your external sources and keep goals, decisions, commitments, and history in one place. When an account changes hands, the next person can pick up where the last one left off.

  • One source of truth for every relationship
  • Decisions and commitments your team can trace
  • Shared history that makes handovers easier

Continuity for your team. Confidence for your clients.

FITS THE WAY YOUR TEAM WORKS

Give your existing tools
a clear next step.

Your CRM

Stores records and pipeline. Armando adds a client-specific playbook and follow-through.

Your project tools

Track delivery. Armando connects that work to relationship goals and the next client conversation.

Your notes and Slack

Hold the updates. Armando brings context, owners, and next steps together.

03 / FOLLOW-THROUGH, BUILT IN

Less chasing.
More doing.

Armando’s execution agent brings the next action, the context, and the ready-to-use material straight into Slack.

Ask a question. Prepare a conversation. Record the outcome. Keep the next step moving—without opening another app.

Try the Slack example
Right where your team already works.

SMALL PLAYBOOK. REAL PROGRESS.

Everything to get going.
Nothing to overcomplicate it.

Useful templates, clear processes, and short training. Ready to adapt to your business and use with your next client.

ARMANDO / STARTER TEMPLATE

KNOW THE RELATIONSHIP

Start with the whole picture.

  1. What does success look like for this client?
  2. Who owns the outcome—and who owns the budget?
  3. What have we promised?
  4. What is the next useful step?
A shared starting pointGet the template

04 / A CLEAR VIEW OF THE BUSINESS

Know what’s happening.
Show what’s changing.

Keep your team, leadership, and investors on the same page. Bring client growth, renewal risks, and execution into a clear report—without the last-minute scramble.

  • Team updates with actions, owners, and blockers
  • A leadership view of opportunities and risks
  • Investor-ready reporting grounded in your data
THE CLIENT PICTUREIllustrative report

A clearer conversation.
A better next decision.

GrowthNew market opportunityNext: discovery call ↗
RetentionRenewal needs attentionNext: sponsor check-in ↗
ExecutionEvery action has an ownerNext: weekly review ↗

Real context. Clear next steps. A shared view.

A SIMPLE START

Start with your clients.
Build from there.

No company-wide overhaul. We work with your team to make the first steps useful.

  1. 01

    Pick the relationships.

    Choose a small group of clients and agree what you want to improve.

  2. 02

    Make the plan yours.

    Bring in the context. Tailor the playbook. Give each action an owner.

  3. 03

    Put it to work.

    Act in Slack, review the outcomes, and improve the process as you go.

A FEW GOOD QUESTIONS

Keep it simple.

Who is Armando for?

B2B agencies and consultancies with long-term clients. It is especially useful when founders, account managers, or delivery leads share responsibility for keeping and growing those relationships.

Do we need a mature account management process?

No. We can help turn what already works into a simple, shared playbook. If you have a process, we start there and make it easier for the team to follow.

Is this another tool everyone has to check?

Day-to-day execution happens in Slack. Your team can get context, prepare actions, and record outcomes there. The shared client view is available when you need the bigger picture.

What can we connect?

We agree the sources that matter during setup. Start with your existing client notes and selected Notion pages, then confirm the external data sources your team needs. The scope is tailored to your setup.

Will Armando contact our clients automatically?

Your team stays in control of the relationship. Armando prepares the context, drafts, and suggested next steps. Your people decide what to send and how to move the conversation forward.

How do we get started?

Email us at m@avo42.com. We’ll discuss your clients, your current process, and what a useful first step would look like. We agree the scope and price together.

YOUR NEXT OPPORTUNITY IS ALREADY CLOSE

You won the client.
Now grow the relationship.

Let’s give your team a clear plan—and the help to follow through.

Let’s talk about your clients m@avo42.com