Account Management HQ

This all-in-one template is designed to help Account Managers track, organize, and optimize everything related to their book of business. It includes:

Home Dashboard - For a birds of view of all the items related to your accounts inclusive of tasks & projects, meetings & notes, resources & SOPs, plus a full CRM.

Project Management - Organize all of your tasks into clear projects with deliverables, timelines, blockers, and all of the associated meetings & notes to make sure you deliver value with every engagement.

Meeting Manager - To organize all of your notes from client calls, internal touchbases, One-on-One notes, and your everyday quick scribbles.

Resources Manager - For housing all of your SOPs, playbooks, templates, and all of the other reusable materials to help you deliver value to your clients faster.

CRM Manager - Built to house all of the different contacts you work with across organizations, with contacts linked to their associated accounts for easy tracking.

All of these systems are built on top of interconnected databases, to make it simple to understand all of the key information related to your book of business in one place.