# AI prompts for account managers

Ready-to-paste prompts for B2B agency and consultancy account managers. Each one matches a free Armando tool. Replace the [brackets], check the output, and never send an AI draft to a client unread.

All tools: https://armiqo.com/free-tools/

## Account plan prompt

Paste into ChatGPT, Claude or Gemini to get a one-page account plan for a single client. Replace everything in [brackets].

Tool: https://armiqo.com/free-tools/account-plan-generator/

```
You are an experienced account manager at a B2B agency or consultancy. Write a one-page account plan for one client.

Client: [client name, industry, size]
What we do for them: [services, contract type, start date, monthly value]
Goal for the next 90 days: [grow / keep / raise rates / renew]
Main contact and sponsor: [names and roles]
What the client said matters to them: [their words, with dates if you have them]
Known risks: [late payments, quiet sponsor, one contact, missed targets]
Renewal or decision dates: [dates]

Produce:
1. A two-sentence summary of where the account stands.
2. Three client goals, each with one success measure.
3. Key people: role, what they care about, how often we speak.
4. Risks and opportunities, each with the evidence behind it.
5. A 90-day touchpoint calendar: date, type, owner, purpose.
6. The next three actions, each with one owner and one date.

Rules: use only the facts I gave you. If something is missing, write "Unknown: ask [who]" instead of guessing. Do not invent results, numbers or quotes. Keep it under 400 words.
```

## Stakeholder map prompt

Paste into your AI assistant with the names of the people at one client. It returns a power/interest grid, coverage gaps and an engagement plan.

Tool: https://armiqo.com/free-tools/stakeholder-map-generator/

```
You are a senior account manager. Build a stakeholder map for one B2B client.

Client: [name]
People we know (one per line): [name | role | what they do with our work | how often we talk | attitude to us if known]
Contract owner at our side: [name]
Next renewal or big decision: [date]

For each person, rate power (high / low) and interest in our work (high / low), then place them in a grid: manage closely, keep satisfied, keep informed, monitor.

Then tell me:
1. Who uses our work, who pays for it, who signs it, and who is missing.
2. Whether the account is single-threaded (everything depends on one contact), thin, covered or deep, and why.
3. For each person: one thing they probably care about, the next touchpoint, and the owner on our side.
4. Three introductions to ask for in the next 30 days, and who should ask.

Rules: mark every assumption as "Assumption". Do not guess names or titles that I did not give you. Output a table first, then the plan.
```

## Client onboarding plan prompt

Use at the start of a new engagement. The AI returns a first-90-days plan with a kickoff agenda and feedback checkpoints.

Tool: https://armiqo.com/free-tools/client-onboarding-plan-generator/

```
You are an onboarding lead at a B2B agency. Create a first-90-days onboarding plan for a new client.

Client: [name, industry]
What we sold: [scope, term, price band]
Start date: [date]
Client sponsor and day-to-day contact: [names, roles]
What success looks like to them: [their words]
Tools and access we need: [systems, accounts, data]
Known constraints: [approvals, holidays, legal, other vendors]

Produce:
1. A kickoff meeting agenda (60 minutes) with timings and who speaks.
2. A week-by-week plan for days 1-30, then a milestone plan for days 31-90. For every item: owner, date, deliverable.
3. Working rules to agree with the client: communication channel, response times, approvals, escalation.
4. Three feedback checkpoints (day 14, 45, 90) with the questions to ask.
5. A welcome email under 120 words.

Rules: no invented dates or promises outside what I gave you. Flag open questions at the end under "To confirm with the client".
```

## Client follow-up email prompt

Paste into your AI assistant to write a follow-up that gets a reply: no response, after a meeting, or a quiet client.

Tool: https://armiqo.com/free-tools/client-follow-up-email-generator/

```
You write short, warm, specific client emails for a B2B agency account manager.

Situation: [no reply to my last email / after a meeting / proposal reminder / quiet client]
Client contact: [name, role]
What we last discussed or sent: [one or two lines, with the date]
What I need from them: [one clear thing]
Deadline that matters: [date and why, or "none"]
Tone: [warm / direct / formal]

Write three versions of the email: 60 words, 90 words, and a two-line version for chat.

Rules: one ask only. Lead with something useful to them, not "just checking in". No guilt, no "as per my last email". Make it easy to answer with one word. Do not invent facts. Give me one subject line per version.
```

## Price increase letter prompt

Use before you raise rates with a long-term client. Returns the letter, call talking points and a follow-up plan.

Tool: https://armiqo.com/free-tools/price-increase-letter-generator/

```
You are an account director helping me raise prices with an existing B2B client, respectfully and clearly.

Client and contact: [name, role]
How long we have worked together: [years]
Current fee: [amount and basis]
New fee: [amount] from [date]
Reason: [costs, scope growth, market rates, results delivered]
What the client values most: [their words]
What we can offer: [grace period, scope adjustment, annual commitment]
Relationship temperature: [strong / neutral / fragile]

Produce:
1. A letter or email under 220 words: lead with value delivered, state the change and date plainly, give the reason in one sentence, offer a conversation.
2. Five talking points for the call, plus the three objections I will hear and a calm answer to each.
3. A follow-up plan: what I do on day 0, 3 and 14, and what to do if they push back or leave.

Rules: do not apologise for the price. Do not invent results or numbers. Do not threaten. Use only the facts above.
```

## QBR preparation prompt

Paste before a quarterly business review. Returns a timed agenda, slide outline, scorecard and an action list.

Tool: https://armiqo.com/free-tools/qbr-template-builder/

```
You are an account manager preparing a quarterly business review (QBR) for one B2B client.

Client: [name]
Quarter: [dates]
Client priorities this quarter: [their goals, in their words]
What we delivered: [list with outcomes]
Metrics we track for them: [metric | last quarter | this quarter | target]
What went wrong or slipped: [honest list]
Risks and requests: [budget, team change, scope]
Attendees: [names, roles]

Produce:
1. A 60-minute agenda with timings: client priorities, progress and proof, team and capacity, risks and feedback, next-quarter priorities, owners and dates.
2. A slide-by-slide outline (maximum 10 slides) with the one message of each slide.
3. A metric scorecard table with a plain-language reading of each line.
4. Three decisions we want from the client.
5. An empty action table: action | owner | due date | status.

Rules: tie every result to a client priority. Show bad news early and with a plan. Use only the numbers I gave. If proof is missing, write "Proof needed".
```

## Client meeting agenda prompt

Paste before any client call. Returns a timed agenda, pre-meeting email and recap with owners and dates.

Tool: https://armiqo.com/free-tools/client-meeting-agenda-generator/

```
You prepare client meetings for a B2B agency account manager.

Client and attendees: [names, roles]
Meeting type and length: [weekly check-in / review / kickoff] / [30 minutes]
Goal of this meeting: [decision or outcome we need]
Open items from last time: [list with owners]
Good news to share: [one or two items]
Difficult topic to raise: [if any]

Produce:
1. A timed agenda that fits the length, with a timekeeper and the question to ask for each block.
2. A pre-meeting email (under 90 words) sent 24 hours before.
3. A recap email template with: decisions, actions (one owner and one date each), still open.
4. Three questions that move the relationship beyond status.

Rules: leave the last five minutes for actions. Do not add topics I did not mention.
```

## Churn and retention analysis prompt

Paste your numbers. The AI calculates churn, gross and net revenue retention and explains what to do first.

Tool: https://armiqo.com/free-tools/churn-rate-calculator/

```
You are a finance-minded customer success analyst. Calculate retention for a B2B service business and explain it in plain English.

Period: [month / quarter / year]
Customers at start: [number]
Customers lost: [number]
New customers added: [number] (do not count them in churn)
Recurring revenue at start: [amount]
Revenue from lost customers: [amount]
Downgrades and discounts: [amount]
Expansion from kept customers: [amount]

Calculate and show the formula for each: customer churn, customer retention, gross revenue retention, net revenue retention, revenue churn, annualised churn (compound), average customer lifetime.

Then: 1) say whether larger or smaller clients are leaving, 2) name the one lever that matters most (retention, downgrades or expansion), 3) list three accounts-level checks I should do this week.

Rules: show the arithmetic. Do not state industry benchmarks as facts; compare only with my own history. If an input is missing, ask instead of assuming.
```

## Client lifetime value prompt

Paste your revenue, margin and churn to get a client lifetime value and what one point of churn costs.

Tool: https://armiqo.com/free-tools/customer-lifetime-value-calculator/

```
You are a pricing and retention analyst for a B2B service firm.

Average annual revenue per client: [amount]
Gross margin on that revenue: [percent]
Annual client churn: [percent]
Acquisition cost per new client: [amount, or "unknown"]
Segment: [e.g. clients above 100k per year]

Calculate with formulas shown: client lifetime (1 ÷ churn), lifetime revenue, lifetime gross profit (revenue × margin ÷ churn), and the LTV:CAC ratio if acquisition cost is given.

Then show a sensitivity table: what happens to lifetime gross profit if churn moves by minus 5, minus 2.5, plus 2.5 and plus 5 points. Say in two sentences what that means for how much effort retention deserves.

Rules: state clearly that a 3:1 ratio is a rule of thumb and not a benchmark. Use only my inputs. Ask for anything missing.
```

## Customer health score prompt

Paste your accounts. The AI scores each one green, amber or red with your weights and suggests the next step.

Tool: https://armiqo.com/free-tools/customer-health-score-builder/

```
You are a customer success lead. Score the health of my client accounts.

Factors and weights (adjust if needed): relationship coverage [30], results versus goals [20], engagement and responsiveness [20], commercial health such as payments and scope [15], sentiment and feedback [15].

Accounts (one per line): [client | revenue | renewal date | notes on each factor]

For each account: score each factor from 1 to 5, give a weighted score out of 100, label it green (70+), amber (50-69) or red (under 50), and give the evidence for each rating in one line.

Then rank the accounts by risk and give one specific next step per amber or red account, with an owner role and a date window.

Rules: weights and thresholds are working assumptions, not benchmarks, so say so. Do not rate a factor you have no evidence for; write "No data" and tell me what to collect.
```

## Mutual action plan prompt

Paste before a pilot, renewal or expansion. Returns a plan the client and your team both sign up to.

Tool: https://armiqo.com/free-tools/mutual-action-plan-builder/

```
You are an account manager creating a mutual action plan (MAP): a shared, dated plan that both our team and the client commit to.

Purpose: [pilot / renewal / expansion / onboarding]
Client and decision maker: [name, role]
Our team: [names, roles]
Goal and success criteria agreed so far: [measurable outcomes]
Target decision date: [date]
Known steps and dependencies: [approvals, access, data, legal, budget]
Known risks: [list]

Produce a table with columns: step | owner (client or us, by name) | due date | what done looks like | status. Work backwards from the decision date. Include: kickoff, access and data, checkpoints, a mid-way review, the decision meeting and what happens after.

Then add: 1) the three biggest risks to the timeline, 2) what we need from the client in the first week, 3) a short email that sends the plan to the client and asks them to confirm owners and dates.

Rules: every step has exactly one owner and one date. Mark guesses as "Proposed". Do not invent commitments.
```

## Net revenue retention prompt

Paste your starting revenue and changes. The AI calculates NRR and GRR and explains what drives them.

Tool: https://armiqo.com/free-tools/net-revenue-retention-calculator/

```
You are a revenue analyst for a B2B agency or consultancy.

Period: [month / quarter / year]
Recurring revenue at the start of the period from existing clients: [amount]
Expansion (upsell, cross-sell, price increases): [amount]
Contraction (downgrades, discounts, reduced scope): [amount]
Churn (revenue from clients who left): [amount]
New clients added in the period: [amount] (exclude from the calculation)

Calculate and show the formula and arithmetic for: net revenue retention ((start + expansion - contraction - churn) ÷ start), gross revenue retention ((start - contraction - churn) ÷ start), and each component as a percentage of the start.

Then explain in plain English: is the existing client base growing or shrinking on its own, what is the biggest driver, and what are three actions for the next quarter? List the questions I should ask about the five largest accounts.

Rules: do not quote industry benchmarks as facts. Use only my numbers. Ask if something is missing.
```

## Client proposal prompt

Paste into your AI assistant to turn call notes into a proposal for an existing client: a pilot, an expansion or a renewal.

Tool: https://armiqo.com/free-tools/client-proposal-generator/

```
You write proposals for a B2B agency or consultancy that sells to existing clients. Write a clear, short proposal.

Proposal type: [pilot / expansion / retainer renewal / new scope]
Client and decision maker: [name, role]
What happened so far: [work done, results the client has confirmed, dates]
Problem or opportunity in the client's own words: [quotes from calls or emails]
What we propose: [scope in plain language]
Timeline: [start, end, key dates]
Investment: [price, what is included, payment terms]
How we will judge success: [measurable criteria agreed or proposed]
What happens at the end: [continue, adjust or stop]
What we need from the client: [access, people, approvals]

Structure: 1) Why now (3 sentences, using the client's words). 2) What we will do. 3) What you get and what is not included. 4) Plan and timeline. 5) Investment. 6) How we will measure success and decide the next step together. 7) What we need from you. 8) Next step with a date.

Rules: maximum 700 words, no jargon, no filler. Never invent results, numbers or quotes. Mark anything missing as "To confirm" and list the open questions at the end. Offer a one-paragraph email version to send with it.
```

By Armando: https://armiqo.com/