Armando account management resources

Client brief

Keep the client’s goals, people, decisions, and open commitments in one shared starting point.

1. Confirm what success means to the client.
2. Record stakeholders and the source of each insight.
3. Assign one owner, one next action, and one due date.

Growth conversation

Understand what your client needs next before suggesting more work.

1. Read the last meeting note and check open promises.
2. Ask what changed, what matters this quarter, and what is getting in the way.
3. Agree one useful next step and send a short recap.

Quarterly review

Make the value of the work visible and agree the next quarter’s priorities.

1. Compare the agreed goal with outcomes and supporting evidence.
2. Ask the client what was most useful and what was missing.
3. Agree priorities, owners, and dates for the next quarter.

Account handover

Help a new account owner continue the relationship without losing context.

1. Share the client’s current priorities and key contacts.
2. Review open commitments and source documents together.
3. Introduce the new owner and confirm the next client conversation.

Make the process yours

We help turn starter processes into a working playbook that fits your organization.