Delivery & account management
Delivery that holds margin and accounts that grow
One operating system for the two functions that decide profit in a services company: delivery that runs without the founder, and account management that turns satisfied clients into growing ones.
Where it applies
The situations this practice resolves
Stop the decline
Margin triggers, a churn watch on key accounts and one delivery framework, in that order.
Stop the declineScale without breaking
A delivery framework, project health and a staffing model that hold the next stage.
Scale without breakingBreak the stagnation
An AM function, account plans and QBRs that grow existing clients.
Break the stagnationWhat we install
Two tracks, one loop between them
Which rows apply to you is decided by the assessment. Everything is built in your own tools and trained into your people before we step back. A fractional executive gives you one person for one function; our team installs the function and leaves it with yours.
Delivery
We install
What it gives you
Governance and process
One delivery framework for every engagement type, documented and enforced, with a Definition of Done.
Project health and visibility
A dashboard of CPI, SPI, GPM, CSAT and utilization with RAG status and action protocols for projects at risk.
Resource planning and staffing
A capacity model, a competency-based staffing model and a managed bench.
Presale-to-delivery handoff
Scope, expectations and client context travel with every contract.
Financial performance
Project-level gross margin in real time, margin triggers and a monthly delivery P&L review.
Org structure and roles
Head of delivery and PM roles, RACI and escalation paths that work without the CEO.
Competency development
Competency profiles, development plans and communities of practice for PMs and tech leads.
Account management
We install
What it gives you
AM function
A defined role with authority, targets and an operating rhythm; account ownership moved from the founder to the team.
Client segmentation and health
Tiers by value and potential, health scores and stakeholder maps for key accounts.
Account development plans
A growth plan per top account with quarterly objectives and tracked actions.
Opportunity management
An upsell pipeline that is logged, qualified and forecast.
Quarterly business reviews
Reviews that move you from vendor to partner, with outcomes and next steps.
Delivery-to-AM loop
Project risks and satisfaction reach the account owner in time to act.
Claims and incidents
A response standard that keeps the relationship when something goes wrong.
Enterprise readiness
We install
What it gives you
Security and compliance
SOC 2, ISO and the procurement paperwork enterprise buyers audit before a contract.
The AI layer
AI in the delivery lifecycle, from estimates and documentation to QA and reporting, with the guardrails that keep quality.
Formats
Where to start
Business maturity assessment
See where delivery leaks and which accounts can grow, in the right order.Free self-check
Learn moreDelivery Margin operating system
Get delivery and account management rebuilt from the inside, with margins that hold.Fixed fee. Request a quote
Request a quoteWorkshops
Fix one leak in a session: a rate review that keeps the client.From $1,500 per workshop
Learn more"In 6 months, we increased gross profit margin on 8 of our projects."
Andrew SheludenkovFounder and CEO at TemyProof
Delivery and accounts that changed the numbers
Delivery
100% Client Satisfaction Rate and Increased Margins With Delivery Reset
Read how, with the new processes and risk practices, Academy Smart achieved a 20% margin increase and zero client churn.
Delivery
2x Client Satisfaction and Stable Referrals Through Delivery Reset
Read how Wiseboard redesigned CorpSoft's delivery structure and operations, doubling client satisfaction and creating a referral system.
Account management
40% Revenue Retention Through Enterprise Account Transformation
Read how Artkai protected 40% of revenue with an updated account management.
Articles
Read more
8 min read · Article
How we read a services company's P&L: the ranges we check against
Read your own P&L against the ranges our team checks a founder-led services company against: gross and net margin, the bench, the overhead, the forecast error, and the 22 checks of financial control behind them. As of November 2026.
6 min read · Article
Beyond Order Taking: Focusing on Account Management to Unlock Revenue Growth
Is strategic account management a cornerstone for your company, or do you limit engagement to casual client interactions?
10 min read · Article
How to Automate Your Operations (Yalantis Story and What You Can Learn From It)
A practical approach to automation, based on Yalantis’ 3 year journey from messy spreadsheets to an internal ERP.
FAQ
Questions founders ask first
Most companies run both: delivery quality and account growth depend on each other, and the roadmap sequences them by where the margin leaks first.
Make margin and account growth predictable
A strategy call to see where delivery leaks and which accounts can grow this quarter.
Newsletter
Subscribe to our newsletter
Join 2000+ company leaders who subscribe to Wiseboard Insights to learn from our experience working with 100+ companies across different growth stages.
