AI workflows for account management.

Looking after existing customer accounts: reviews, renewals, growth and keeping the relationship healthy.

Who does this work

  • Account manager
  • Key account manager
  • Client services manager

12 workflow templates ready to adapt, and 14 workflows identified.

Updated

Request this workflowBook a fit call
Examples of the workflows identified
  1. Draft the progress update for the client
  2. Find why customers leave and plan changes
  3. Prepare the monthly property owner report
  4. Prepare the periodic client business review
  5. Reply to a client challenging a missed commitment

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Draft the progress update for the clientA client-facing account of progress, upcoming work, unresolved issues and the decisions or instructions needed from the client.Workflow templatePrepare the monthly property owner reportDrafts the owner's monthly report on occupancy, collections, open maintenance and decisions requested, each traced to its source.Workflow templatePrepare the periodic client business reviewGives the account manager a review pack built on the customer's goals: results for the period with sources, open issues, next-period goals and an agenda.Workflow templateReply to a client challenging a missed commitmentGives the account director a draft reply and internal action note separating confirmed facts, recovery steps and decisions still needed.Workflow templateReview account expansion opportunitiesGives the account manager what each customer holds against what it could use, the evidence for each gap, ranked plays and reasons to wait.Workflow templateTell customers what happened to their feedbackGives the account owner who asked for a change, its confirmed status and an individual draft update for each requester.Workflow templateTrack what each side has promisedGives the account or deal owner one list of commitments from both sides, each linked to its source and marked open, done or unclear.Workflow template
Understand why an account has gone quietGives the account owner a recent relationship timeline with evidenced concerns, engagement changes and questions to confirm.Illustrative · not built yet

Renewals and retention

Find why customers leave and plan changesWorkflow templateRespond to a cancellation requestWorkflow templateReview the renewal calendarWorkflow templateWin back lapsed customersWorkflow template
Plan the recovery of an at-risk accountIllustrative · not built yet
Prepare a renewal conversationIllustrative · not built yet

Workflow templates

Account commitments checkBefore the next customer conversation, the account manager gets one list of what each side promised in recent meetings and emails, each linked to its source and marked open, done or unclear, with a suggested owner. Nothing goes to the customer.Workflow templateClient-status update preparationEvery client gets an accurate status update on schedule, drafted from the notes and the task list, with confirmed dates kept apart from estimates and the client’s open decisions in plain view.Workflow templateExpansion whitespace reviewFor one account or a whole book, the account manager sees what each customer holds against what it could also use, the evidence for every gap, the plays ranked, and one next step and owner for each. A person decides what to propose; nothing goes into the sales system without approval.Workflow templateFeedback follow-through updatesWhen a change ships or a decision lands on something customers asked for, your account owner gets the list of who asked, the confirmed status of each request, and an individual draft update for each person in the channel they prefer. No update promises a date or feature the team has not confirmed.Workflow templateMissed milestone client replyWhen a client challenges a delay, a deliverable or an earlier commitment, the account director gets a draft reply and an internal action note that keep confirmed facts apart from proposed recovery steps and the decisions still needed. Nothing is sent.Workflow templateProperty owner reportA property manager gets the month's owner report drafted from the statements and logs they supply: occupancy, collections, open maintenance and the decisions the owner is asked to make, each statement traced to its source and each gap shown.Workflow templateQuarterly business review preparationBefore each customer's quarterly review, the account manager gets a pack built on the customer's own goals: the quarter's result for each, labelled by where it came from, what is still open, next quarter's goals for discussion and a timed agenda. A person settles every question and sends it.Workflow templateReferring practice meeting briefBefore meeting a referring office that has raised handoff problems, the practice liaison gets one brief: what was promised to that office and whether each promise was kept, the questions its staff keep asking, counted by topic, and a proposed agenda. Counts only, no patient detail; the liaison decides.Workflow templateCancellation request responseWhen a customer asks to cancel or cut back, the account manager gets one page: the request and the reason in the customer's words, the account's recent history, only the options your business already approved that fit that reason, and a reply that confirms the choice and what happens next. A person sends it.Workflow templateChurn risk and save planOnce a quarter, the owner or account lead sees why customers really left, read from your own cancellation notes and records, how many left for each cause, and one change to try for each, with an owner, a start date and the count that will show whether it helped. A person decides every change.Workflow templateLapsed-customer win-backOnce a month, the owner or account manager sees which regular customers have gone far longer than usual without ordering, ranked by what each bought in their last active year, with open complaints set aside for a call and a short note drafted for the rest, using only approved offers. A person approves every note.Workflow templateRenewal risk reviewOnce a month, the account manager sees every contract coming up for renewal on one page: the dates that matter, the warning signs your organization watches for, which accounts are at risk, and the next step for each with an owner and a date. A person decides and makes every contact.Workflow template

Request this workflow

Tell us the account management work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Where to go next

All of customer success and account managementEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Within account management

Other areas of customer success and account management