FREE TOOLS FOR B2B ACCOUNT MANAGEMENT
Free B2B account management tools
Practical tools for key account management: plan the account, talk to the client and keep every touchpoint moving. Built from the process behind a 110-person agency. Free, no sign-up.
Everything runs in your browser. Nothing you type is stored or sent.
Plan the account
Know who matters, what the goal is, and what happens next.
Talk to the client
Say the hard things clearly and keep every touchpoint moving.
- Client follow-up email generator No reply? After a meeting? Get the right follow-up email, in your tone.
- Price increase letter generator A respectful price increase letter, call points and follow-up plan.
- QBR template builder A timed QBR agenda, slide outline and metric scorecard for any client.
- Client meeting agenda generator An agenda and action list with owners and dates.
Measure the account
See how healthy the relationship is before renewal does.
What is B2B account management?
B2B account management is the practice of looking after the relationship with business clients you already have: understanding their goals, keeping commitments visible, solving problems early and finding the next useful piece of work. For your most valuable clients it becomes key account management, with a named owner, a written account plan and regular reviews.
It matters because the clients you already have are usually your most profitable revenue. They know you, they trust you and they usually cost less to grow than a new client costs to win. They also leave quietly when nobody is paying attention.
How to use the tools together
Each tool works on its own. Used in order, they give you a simple account management routine for any key account.
- 01Map who matters on the account Stakeholder map generator
- 02Plan the goal and the touchpoints Account plan generator
- 03Follow up so nothing slips Client follow-up email generator
- 04Review progress and decide next steps QBR template builder
- 05Raise rates with notice and respect Price increase letter generator
Frequently asked questions
What is B2B account management?
B2B account management is looking after the relationship with business clients you already have: understanding their goals, keeping commitments visible, solving problems early and finding the next useful piece of work. Done well, it grows revenue per client and keeps clients from leaving.
What is key account management (KAM)?
Key account management is the strategic form of account management for your most valuable clients. It adds a named owner, an account plan, executive sponsorship, stakeholder mapping and regular business reviews, because losing or growing one of these clients changes the whole business.
How is account management different from customer success?
Customer success focuses on whether the client achieves the outcome they bought for. Account management also covers the relationship and the commercial plan: renewals, pricing and growth. In a smaller firm, one person often does both.
Are these account management tools really free?
Yes. Every tool is free, needs no sign-up and has no usage limit. We built them from the account management process behind our own 110-person agency, and they show how Armando works.
Is my data saved or sent anywhere?
No. The tools run in your browser and nothing you type is stored or sent. Copy your result before you leave the page. For a plan that stays current and reminds your team, that is what Armando is for.
Who are these tools for?
Agencies, consultancies and other B2B firms with long-term clients: founders, account managers, customer success managers and delivery leads who own client relationships.