Better client relationships.
Less guesswork.

Account management basics

• The simple account management system behind our 110-person agency
• Client Account Management Template: A Simple B2B Plan (With Examples)
• Account Plan Template: How to Write One in 30 Minutes
• Build B2B client relationships: become useful beyond the status call
• Client partner vs account manager vs CSM: who owns what?
• Should you assign a PM to a client account? Product vs project roles
• Account handover checklist: what the next owner needs
• 8 Best Free Client Management Software Options (2026)

Retention and churn

• How to reduce B2B client churn: a weekly retention routine
• Client renewal risk: 7 warning signs to spot 90 days out
• Client health score for agencies: a simple 5-factor model
• Churn Rate vs Retention Rate for Agencies: Formulas
• Client Lifetime Value for Service Firms: Formula + Example

Growth: expansion, proposals, referrals

• B2B account expansion: grow agency clients without pushing an upsell
• Proposal Template for Consulting Services: Pilot, Expansion, Renewal
• How to ask for B2B referrals: a simple agency playbook
• A B2B agency go-to-market plan for a more consistent sales pipeline

Pricing and profit

• How to raise rates with existing clients: a 6-step plan
• How to bill for account management without surprise fees
• Improve agency profit margins: rates, scope, and delivery quality
• Project to retainer: make B2B agency revenue more predictable

Stakeholders and meetings

• Stakeholder map for client accounts: a 6-step method
• Single-Threaded Accounts: What to Do With One Contact
• Client Meeting Agenda: A 30-Minute Check-In Template
• Client follow-up emails: 3 templates that get replies
• What’s crucial for a great QBR?
• QBR Action Plan: Turn Your Review Into a Next-Quarter Plan

Onboarding and client communication

• B2B client onboarding: a practical first-90-days checklist
• What is agency client communication and reporting?
• How to fix scattered client updates, feedback, and reports at your agency
• Agency client communication and reporting tools: how to choose

SOFTWARE · 10 Nov

8 Best Free Client Management Software Options (2026)

An honest audit of the best free client management software: real free-forever plans vs. trials, where each free plan stops, and which option fits your team.

ACCOUNT MANAGEMENT · 10 Nov

Weekly Account Review: A 30-Minute Internal Meeting Plan

Run a weekly account review in 30 minutes: agenda, scripts and a template to catch client risks early, assign next steps and keep every account owned.

CLIENT RETENTION · 9 Nov

When Your Client Champion Leaves: The First 30 Days

Client champion leaving? Use this 30-day plan to meet the new owner, re-prove your value and add a second contact so the account does not drift or churn.

CLIENT MEETINGS · 8 Nov

QBR Action Plan: Turn Your Review Into a Next-Quarter Plan

Turn a quarterly business review into a QBR action plan in 5 steps: decisions, owners, dates and a 90-day plan the client agrees to. Includes templates.

ACCOUNT MANAGEMENT · 7 Nov

Scope Creep With Clients: How to Say No to Extra Work

Scope creep with clients: how to spot it early, answer extra requests with four options, price the work and say no kindly. Includes scripts and a template.

PROPOSALS · 6 Nov

Proposal Template for Consulting Services: Pilot, Expansion, Renewal

A consulting services proposal template for clients you already work with. Copy the one-page structure, see pilot, expansion and renewal examples, and use the AI prompt.

ACCOUNT MANAGEMENT · 5 Nov

Single-Threaded Accounts: What to Do With One Contact

Single-threaded accounts depend on one client contact. Learn how to spot the risk, ask for introductions and multi-thread the account in 30 days.

ACCOUNT MANAGEMENT · 4 Nov

Client Lifetime Value for Service Firms: Formula + Example

Client lifetime value for B2B service firms: a simple formula, a worked example, churn sensitivity and a monthly routine to raise what each client is worth.

ACCOUNT MANAGEMENT · 3 Nov

Churn Rate vs Retention Rate for Agencies: Formulas

Churn rate vs retention rate explained for agencies: simple formulas, a worked example, revenue churn, NRR and a monthly routine you can copy today.

ACCOUNT MANAGEMENT · 2 Nov

Client Meeting Agenda: A 30-Minute Check-In Template

Run a client meeting agenda in 30 minutes: five timed blocks, scripts for each, and a copy-and-paste check-in template for agency account managers.

ACCOUNT MANAGEMENT · 1 Nov

Account Plan Template: How to Write One in 30 Minutes

Write an account plan in 30 minutes with a timed six-step method and a copy-and-paste account plan template for agency founders and account managers.

ACCOUNT MANAGEMENT · 31 Oct

Client follow-up emails: 3 templates that get replies

Write a client follow-up email after a meeting, when there is no reply, or before a renewal. Three copy-and-paste templates, timing rules and subject lines.

ACCOUNT MANAGEMENT · 30 Oct

Stakeholder map for client accounts: a 6-step method

Build a stakeholder map for a client account in 30 minutes: roles, a power and interest grid, relationship ratings, a template to copy and next actions.

ACCOUNT MANAGEMENT · 29 Oct

Client health score for agencies: a simple 5-factor model

Build a client health score for your agency in an hour: five factors, simple weights, green, amber and red limits, a worked example and a template to copy.

ACCOUNT MANAGEMENT · 28 Oct

Account handover checklist: what the next owner needs

Use this account handover checklist to pass a client to a new owner without losing context: 10 things to hand over, a template and a 30-day plan.

ACCOUNT MANAGEMENT · 27 Oct

How to raise rates with existing clients: a 6-step plan

Learn how to raise rates with existing clients: when to do it, what to say, a price increase letter template and B2B key account management tips.

CLIENT RETENTION · 26 Oct

Client renewal risk: 7 warning signs to spot 90 days out

Spot client renewal risk 90 days out: 7 warning signs, a review routine and a B2B key account management approach to keep your best clients.

CLIENT COMMUNICATION · 14 Oct

What is agency client communication and reporting?

Understand agency client communication and reporting: updates, feedback, approvals, shared files, and results. Learn what belongs where and who owns it.

CLIENT COMMUNICATION · 14 Oct

How to fix scattered client updates, feedback, and reports at your agency

Organize agency client communication with one starting point, weekly updates, clear approvals, and useful reports. Includes copyable templates and pilot steps.

CLIENT COMMUNICATION · 14 Oct

Agency client communication and reporting tools: how to choose

Compare eight agency tools for client updates, feedback, and reporting. Choose a small stack, test it with one client, and use a practical pilot checklist.

ACCOUNT TEAM ROLES · 13 Oct

Client partner vs account manager vs CSM: who owns what?

Compare client partners, account managers, customer success managers, and account executives. Use a simple ownership map for your B2B agency.

PRICING ACCOUNT MANAGEMENT · 13 Oct

How to bill for account management without surprise fees

How agencies can price account-management time: compare an inclusive retainer, a visible governance fee, and an agreed allowance with a cost example.

DELIVERY & ACCOUNT OWNERSHIP · 13 Oct

Should you assign a PM to a client account? Product vs project roles

When to assign project or product managers to B2B client accounts. Define decision rights, avoid roadmap promises, and test a bounded ownership model.

AGENCY SALES & GROWTH · 13 Oct

A B2B agency go-to-market plan for a more consistent sales pipeline

Build a practical B2B agency go-to-market strategy: pick a client problem, diagnose the sales bottleneck, test one channel, and track profitable work won.

FOUNDER PLAYBOOK · 13 Oct

The simple account management system behind our 110-person agency

How a simple spreadsheet helped our software agency manage existing clients: quarterly touchpoints, clear owners, useful contributions, and weekly follow-through.

CLIENT RETENTION · 13 Oct

How to reduce B2B client churn: a weekly retention routine

Practical B2B client retention strategies for agencies: spot relationship risk, talk to the right people, and follow through with a weekly action plan.

ACCOUNT EXPANSION · 13 Oct

B2B account expansion: grow agency clients without pushing an upsell

B2B account expansion strategies for agencies: find the next client problem, build a business case, and scope a useful pilot before proposing more work.

AGENCY PROFITABILITY · 13 Oct

Improve agency profit margins: rates, scope, and delivery quality

Improve agency profit margins with account-level cost visibility, clearer scope, less rework, and practical scripts for pricing and change conversations.

RETAINERS & STABILITY · 13 Oct

Project to retainer: make B2B agency revenue more predictable

How to transition agency clients to retainers: confirm a recurring need, define capacity and boundaries, and review whether the agreement still creates value.

CLIENT EXPERIENCE · 13 Oct

B2B client onboarding: a practical first-90-days checklist

B2B client onboarding best practices for agencies: agree success, map decision makers, set working rules, and close the feedback loop in the first 90 days.

ACCOUNT PLANS · 13 Oct

Client Account Management Template: A Simple B2B Plan (With Examples)

A copyable client account management template for B2B agencies: goals, stakeholders, 90-day actions, risks, and retention and growth examples.

CLIENT RELATIONSHIPS · 13 Oct

Build B2B client relationships: become useful beyond the status call

Practical B2B client relationship management for agencies: map stakeholders, hold useful conversations, keep promises, and preserve context through handovers.

CLIENT REFERRALS · 13 Oct

How to ask for B2B referrals: a simple agency playbook

How to ask for B2B referrals without making clients uncomfortable: choose a real win, describe the right introduction, and use a permission-based script.