See inside
The real tool, not a mockup
Portfolio & risk — your whole book at a glance · every planner has this level of built-in teaching
The Key Account Director — a complete system to monitor, measure and grow your most important accounts. No heavyweight CRM required.
Most account managers run their book from memory and a tab that's always out of date. The enterprise CRM is too much; the spreadsheet is too little. This is the focused middle — fast to keep current, built around the accounts where losing one would genuinely hurt.
Track every account as gained, stabilised or lost — plus an early read on which way it's trending, before the revenue moves.
Contract horizons, meeting logs and next-action dates, so nothing slips through the gaps unnoticed.
White-space mapping and relationship-health scoring on every account — the expansion hiding in plain sight.
Generate a clean status summary for your manager, or to hand over your patch — no rebuilding from memory.
Status, variance and opportunities pulled together — your QBR on a single page.
A built-in role profile — the standard the best account directors work to, in any sector.
Running a serious book without the CRM to match.
Who need their team's accounts visible and accountable.
Holding the key relationships themselves, for now.
Opens in your browser, saves as you type. Unlimited accounts, three tabs, one-click sharing. Nothing to install.
A print-and-fill PDF for those who think on paper — how-to, a worked example, and the full book of account pages.
Want to analyse your book faster? The free SMART AI guide library shows you how — including a worked example, Working With Your Numbers, that turns data like this into clear, confident calls.
Explore the free guides →