# Armando Client Management

> Grow the clients you already have. More revenue. Healthier margins. Clients who stay.

Armando is for B2B agencies and consultancies with long-term clients. It combines tailored account management playbooks, shared client context, and follow-through in Slack.

## A clear plan and the follow-through to make it happen

- Grow your revenue: turn client priorities into the next useful conversation and the next project.
- Protect your profit: reduce coordination work and catch scope changes early.
- Give clients a reason to stay: show the value you deliver and address risks before renewal.

## Your way of working, made repeatable

Processes are tailored to your organization. Each account has a clear owner, next action, and due date. Practical templates and short training help the team put the playbook to work.

## People move on. Your client knowledge stays

Bring goals, stakeholders, decisions, commitments, and approved source notes into one shared context. The next owner can continue the relationship when an account changes hands.

## Less chasing. More doing in Slack

Armando helps prepare a conversation, draft a follow-up, record its outcome, and agree the next step. Your team stays in control of what is sent to clients.

The interactive homepage workflow is illustrative, with fictional Northstar data. It sends no messages, makes no real integrations, and stores no data externally.

## How Armando fits your existing tools

- CRM: records and pipeline. Armando adds a client-specific playbook and follow-through.
- Project tools: delivery tasks. Armando adds relationship goals and the next client conversation.
- Spreadsheets and Slack threads: notes and updates. Armando brings context, owners, and next steps together.

## Built from founder experience

Leszek Knoll and Matt Warcholinski built a software development agency from zero to 110 people, then successfully exited. They report 17% revenue growth and 20% EBITDA growth through account management in their own agency. These historical results are the experience behind Armando, not measured Armando customer results.

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

- [Leszek Knoll](https://www.linkedin.com/in/leszekknoll/)
- [Matt Warcholinski](https://www.linkedin.com/in/mwarcholinski/)
- [Founders' public Brainhub profiles](https://brainhub.eu/better-tech-leadership)

## Ready-to-use playbooks

- [Client brief](https://armando.avo42.com/templates/client-brief.md): Keep the client’s goals, people, decisions, and open commitments in one shared starting point.
- [Growth conversation](https://armando.avo42.com/templates/growth-conversation.md): Understand what your client needs next before suggesting more work.
- [Quarterly review](https://armando.avo42.com/templates/quarterly-review.md): Make the value of the work visible and agree the next quarter’s priorities.
- [Account handover](https://armando.avo42.com/templates/account-handover.md): Help a new account owner continue the relationship without losing context.

## Reporting

Bring account opportunities, renewal risks, actions, owners, and blockers into team, leadership, and investor reporting grounded in your data. Agree the scope during setup.

## A simple start

1. Choose a small group of client relationships and a clear improvement goal.
2. Bring in the context, tailor the playbook, and assign owners.
3. Put the plan to work in Slack and review actual outcomes.

## Questions

### 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.

## Put account management to work with Armando.

Armando helps B2B agencies turn account management into a routine the whole team follows: a tailored playbook, a named owner for every step, a client-contact rhythm and team training. Start with one client account. We agree scope and price together.

[Build my account process](mailto:m@avo42.com?subject=Account%20management%20implementation%20with%20Armando&body=Hi%20Matt%2C%0A%0AWe%E2%80%99d%20like%20help%20to%20implement%20a%20repeatable%20account-management%20process%20with%20Armando.%0A%0AOur%20agency%3A%20%0AWhat%20we%20want%20to%20improve%3A%20%0AHow%20we%20manage%20accounts%20today%3A%20%0A%0ALet%E2%80%99s%20discuss%20a%20useful%20first%20step%20and%20implementation%20scope.)

Or write to m@avo42.com with your agency, your priority, and how you manage accounts today.


## Learn more or talk to the team

- [Armando product and agent documentation](https://armando.avo42.com/docs/)
- [Free account management tools](https://armando.avo42.com/free-tools/)
- [Account management resources](https://armando.avo42.com/resources/)
- [Contact Armando](mailto:m@avo42.com)
- [Sitemap](https://armando.avo42.com/sitemap.xml)
