The Startup’s Account Management HQ
Mike Mauricio
Introduction
Challenges - Growing Client Base, Stagnant Systems
Inconsistent Processes - Inconsistent Results
Difficulty Tracking Account Status & Progress
Poor Account Knowledge Retention
Solutions - A Headquarters Built for Their Needs
ARP → Audit, Roadmap, Playbook
Dashboard & Database Systems
A Culture of Documentation
The Results - Unlocked Account Potential
Consistent Execution → 12%+ Retention Rates
Real-Time Account Visibility
No More Losing Critical Account Info
Ready to Optimize Your Workspace?
Introduction
A Series B startup in the finance space was looking to optimize their Notion workspace. They are a sales and financial planning platform that helps fast-growing businesses take control of their data and plan for the future. When they started working in Notion they had 20 employees working in one office. Less than two years later their team was more than 150 strong, and spread over 12 countries and 5 timezones.
Their team needed a system that was ready to scale with them and improve their workflows, not slow them down with manual work and organizational chaos.
Given they have a complex product, and a significant professional services department, our process started with the implementation team. We worked with them to audit their current tools, workflows, and how they were using their Notion workspace before building a roadmap that outlined their major pain points and our recommended solutions.
Over the course of 3 weeks we built out systems, dashboards, automations, and more to make the implementation team’s day-to-day that much simpler.
Challenges - Growing Client Base, Stagnant Systems
The client faced challenges in managing their rapidly expanding client base with outdated systems and processes. As they experienced explosive growth, their account management team struggled to maintain consistency, track account progress effectively, and retain critical client knowledge. These issues threatened to harm client satisfaction, slow down operational efficiency, and potentially lead to increased churn rates if left unaddressed.
Inconsistent Processes - Inconsistent Results
Lack of standardized procedures led to varying levels of service quality across different accounts
Inefficient onboarding process resulted in longer time-to-value for new clients
Inconsistent follow-up and communication practices were causing client dissatisfaction and potential churn
Difficulty Tracking Account Status & Progress
An outdated system for tracking account statuses led to missed follow-ups and delayed responses
Difficulty in visualizing overall account health and progress across the client portfolio
Inefficient reporting processes resulted in time-consuming manual data entry for client updates
Poor Account Knowledge Retention
Limited documentation of client-specific processes and preferences led to knowledge gaps during team transitions
Lack of centralized information storage resulted in scattered and often inaccessible account details
When employees turned over there was significant loss of valuable client relationship insights and historical context
Solutions - A Headquarters Built for Their Needs
To address the challenges faced by their team, we implemented a comprehensive three-pronged approach. This strategy involved conducting a thorough Audit, developing a strategic Roadmap, and creating detailed Playbooks, alongside the implementation of centralized Dashboard and Database systems. To top it all off we worked with their leadership team to lay the foundations for a culture of documentation to ensure consistent knowledge retention and sharing across the organization.
ARP → Audit, Roadmap, Playbook
Conducted a comprehensive audit of existing account management processes, identifying inefficiencies and areas for improvement
Developed a strategic roadmap outlining step-by-step implementation of new systems and workflows to address these challenges
Created detailed playbooks and SOPs in databases to standardize account management practices
Dashboard & Database Systems
Built a centralized dashboard for real-time account status tracking and performance monitoring - along with an Inbox for quick capturing information.
Created interconnected databases for client information, project timelines, meetings logs, and process documentation & resources, ensuring easy access to critical account data
Integrated automated reporting features, reducing manual data entry and improving the accuracy of client updates
A Culture of Documentation
Designed a structured knowledge base to capture and organize critical account information, ensuring easy access and retention of institutional knowledge
Established guidelines and templates for consistent documentation practices across the team
Introduced a system for regular updates and reviews of account documentation, fostering a culture of continuous improvement and knowledge sharing
The Results - Unlocked Account Potential
Our solutions made a big difference for the client's account management team. They saw a 12% boost in keeping customers, thanks to better processes and communication. The new dashboard gave them a clear view of all accounts, helping them make smarter decisions. And, by keeping better records, they were able to handle a growing book of business with ease while giving each client the white glove service they deserved.
Consistent Execution → 12%+ Retention Rates
Standardized processes led to consistent high-quality service across all accounts, resulting in improved client satisfaction
Streamlined onboarding, implementation, and adoption processes reduced time-to-value for new clients, accelerating their success and strengthening relationships
Consistent follow-up and communication practices, guided by SOPs, significantly reduced client churn and contributed to the 12% increase in retention rates
Real-Time Account Visibility
Better visibility into overall account health led to more strategic resource allocation across account managers
Improved account visualization tools allowed for quicker identification of trends and opportunities, leading to more informed decision-making and strategic account planning
Automated reporting and communication logging features saved an average of 5 hours per week per account manager, allowing more time for high-value client interactions
No More Losing Critical Account Info
The team Improved their knowledge retention and transfer processes, resulting in smoother account transitions and reduced disruption during team changes
Stronger ability to leverage historical client insights, leading to more personalized and effective account strategies
Increased team efficiency and collaboration through easy access to centralized, up-to-date account information, reducing time spent searching for critical data.
Ready to Optimize Your Workspace?
Is your team struggling with similar challenges? Are you looking to streamline your processes, reduce costs, and boost productivity?
We can help!
Get in touch for a free consultation and let's see if we can help you build simple, scalable systems that grow your business.
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Posted Oct 11, 2024
We worked with a Series C Ad-Tech startup to build out an Account Management system in Notion that helped their team manage and service over 100 accounts.
