LAUNCH PRICE ONLY TODAY — $29 for the complete toolkit ( normally we sell it for $199 )

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Complete AM Toolkit -85%
pre-launch price $29 normal price $199

Used by 70+ IT services and software development companies

Get 20–30% more revenuefrom the clients you already have

20% existing-client revenue growth · 40% churn risk averted · 105% NRR achieved

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The complete AM operating system that replaces guesswork with structure — from how you tier and score accounts to how you plan, expand, and retain them. Built from real advisory engagements inside 70+ B2B companies. Co-created with the top advisors and senior practitioners.

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    2 complete operating guides

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    25+ pages total

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    10 editable Figma templates

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    4 bonuses included

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    14-day money-back guarantee

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Real Value is $655, you get it for $29 ONLY today.

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REAL EXPERIENCE

Built with practitioners, not theorists

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Olha Klok

Customer Success Director, South-West Europe, ELEKS

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Anna Zherdel

Senior Director, Account Management, EPAM

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Den Rudenko

CEO, Yalantis

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Zhanna Maksiutenko

Account Director, Yalantis

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    Pay $29. Get a €10–20k methodology.

    Wiseboard builds this AM system inside client companies over 6–12 months. Both operating guides contain the same methodology, packaged for self-implementation.

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    25+ pages, 12 operating parts

    Two complete guides covering every layer of AM: role clarity, tiering, health scoring, QBR governance, account planning, and portfolio prioritization.

  • 10 editable Figma templates

    A template for every framework in both guides. Duplicate to your Figma workspace and use them the same day you download.

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    AM Function Scorecard + 3 bonuses

    Pre-filled benchmarks for GRR, NRR, pipeline, and executive coverage. Plus the Instrumented Account checklist and Excel scoring formulas.

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  • icon

    Pay $29. Get a €10–20k methodology.

    Wiseboard builds this AM system inside client companies over 6–12 months. Both operating guides contain the same methodology, packaged for self-implementation.

  • icon

    25+ pages, 12 operating parts

    Two complete guides covering every layer of AM: role clarity, tiering, health scoring, QBR governance, account planning, and portfolio prioritization.

  • icon

    AM Function Scorecard + 3 bonuses

    Pre-filled benchmarks for GRR, NRR, pipeline, and executive coverage. Plus the Instrumented Account checklist and Excel scoring formulas.

  • 10 editable Figma templates

    A template for every framework in both guides. Duplicate to your Figma workspace and use them the same day you download.

Apply the tiering model to your full portfolio in one afternoon

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    Dmytro Kovalchuk

    Head of Client Partnerships, IT services, 120 people

"We had 38 accounts and treated them all roughly the same. We ran the 7-criterion scoring model from Operating Guide 2 in one afternoon. The result was uncomfortable — four accounts should have been getting 80% of our strategic attention, and they weren't. We restructured AM coverage that week. Two of those four accounts expanded their contracts in the following quarter."

THE REAL PROBLEM

Your account management is costing you money you do not know you are losing

Your team works hard. Clients seem fine. Nobody complains. And then one quarter, revenue is flat. Or a client you thought was solid gives notice. Or your best account manager hands in their resignation and three client relationships leave with them.
Nothing went wrong. There was no crisis. The work was good. The problem is that your AM function runs on individual skill, instinct, and goodwill. Without a system, good work doesn't compound into growth.
You probably recognize some version of this:

The founder is still the relationship.

Clients call you directly. Key accounts depend on your personal involvement. You can't scale that, and you know it.

There is no plan for your biggest clients.

You know the name. You know the work. But there is no written account development plan, no whitespace map, no expansion target.

You treat a $10k account and a $200k account the same way.

No tiering model means AMs spend equal time on accounts with completely different growth potential. The high-value accounts get less than they deserve.

Upsells happen when clients ask.

There is no process for identifying who is ready to expand and creating that conversation. Revenue from existing clients grows only by accident.

Churn signals arrive too late.

You find out a client is unhappy on the call where they give notice — not three months before, when you could still fix it.

A new hire starts from zero.

There are no account plans, no relationship history, no handover protocol. Every time someone leaves, institutional knowledge walks out the door.

QBRs are status calls with a fancier name.

Clients sit through them out of politeness. Nobody walks out having made a strategic decision or committed to more work.

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    Vladyslav Sokol

    Founder, Academy Smart

"With an account management advisor, we saw a 7% increase in revenue compared to the previous quarter, roughly $50,000 in one quarter. The frameworks created a commercial structure our team actually uses."

INSIDE BOTH OPERATING GUIDES

Here's what you're actually getting

Two structured, table-driven operating guides — not a collection of tips. Each part gives you frameworks you can put to work the same week.

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WHO THIS IS FOR

This operating system was built for a specific situation.

Read both columns before buying. If the left column doesn't describe you, this toolkit will sit unopened.

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    This is for you if…

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    You manage 10 or more accounts and have no formal tiering or health scoring in place

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    Your AMs work from instinct and relationship memory rather than documented account plans

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    Upsells happen when clients bring them up, not because your team proactively identifies and creates the opportunity

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    When an AM leaves, the relationship knowledge leaves with them and accounts go into a risk period

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    Your QBRs feel like reporting sessions and clients attend them out of obligation rather than value

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    You lead a B2B IT, services, or SaaS company between $1M and $30M revenue and want to grow without chasing new logos

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    This is not for you if…

    You already have documented account plans, health scoring, and a formal tiering model running across the team

    You want someone to implement this inside your company rather than self-implement — that's the Wiseboard advisory program

    You have fewer than five active clients — at this stage, relationship quality matters more than a scoring system

    You're looking for a quick tips list or a general overview of account management theory

    Your primary growth challenge is lead generation rather than revenue from existing accounts

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    Andrey S.

    CEO, CorpSoft

"One of our clients went through an ownership change and I was not sure where we stood. Wiseboard embedded an advisor who ran the full stakeholder mapping and anti-crisis account management process. We held the team together, retained the full contract value, and our GPM actually went up 10% by the end of that quarter. That kind of work saves accounts. You cannot improvise it."

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    Ihor K.

    CEO, AIHelp

"I used to handle account situations by gut instinct. When a client wanted to cut scope, I found ways to upsell somewhere else, give a tactical discount, move people to a new project. It worked, but it was all me. Wiseboard helped us systematize that. Now there is a process. My team can run it without me in every call."

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    Lillian W.

    Lillian W.

"I always assumed upsell came from having the right relationship. The Toolkit showed me it actually comes from systematic whitespace analysis. Once I saw the full whitespace map across our top 15 accounts, I could see exactly where we were leaving money. We ran three growth QBRs in the next month and closed two expansions we had not even discussed before."

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    Leslie F.

    Head of Sales, IT outsourcing company, 170 people

"Enterprise accounts have five, ten, sometimes fifteen stakeholders who influence decisions. We were managing one or two of them and hoping for the best. Stakeholder mapping methodology gave us the full picture. We identified three decision-makers we had never formally engaged and three detractors we did not know existed, that visibility alone changed the account strategy."

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    Lou F.

    CEO, IT services company, 60 people

"The thing this toolkit made clear is that account management is not one person's job. It is a function that touches delivery, finance, leadership, and sales. Once I understood that, I stopped looking for an account manager to solve everything and started building the system. The playbooks gave me the blueprint. Wiseboard gave me the support to implement it."

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    Bob D.

    Account Manager, custom software company, 85 people

"I went through the materials in over a week. By the end I had a complete operating system: governance cadences, account scoring, crisis protocols, and expansion frameworks. I have been in account management for over nine years, and I wish I had this at the beginning. It would have saved me years of figuring things out the hard way."

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    Yurii K.

    CEO, Intelvision

"Account management is not a hire. It is a function, and building it properly is a different order of work than most people expect. Wiseboard mapped the whole thing out for us: the route map, the governance cadences, the profile of who we needed. That structure is what made the difference. Without it, you are just guessing."

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    Andrew B.

    CEO, Relevant IT

"At one point I heard myself describing a problem to Artur that I recognized immediately: sales owns the upsell, delivery owns the upsell, the PM owns the upsell, and nobody has a KPI for it. That is how you get zero results on account growth. Wiseboard showed us how to isolate the function, set clear ownership, and measure it. The logic is obvious once someone puts it in front of you."

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    Andrew V.

    CEO, Softies

"We tried for a long time to have delivery people also do account development. It does not work. The mindsets conflict and the client feels it. Wiseboard's framework gave us clarity on what each role owns and what the KPIs look like separately. We are restructuring around that now and it already feels more honest."

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    Andrey S.

    CEO, IT outsourcing company, 110 people

"One of our clients went through an ownership change and I was not sure where we stood. Wiseboard embedded an advisor who ran the full stakeholder mapping and anti-crisis account management process. We held the team together, retained the full contract value, and our GPM actually went up 10% by the end of that quarter. That kind of work saves accounts. You cannot improvise it."

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    Ihor K.

    CEO, Product company, 60 people

"I used to handle account situations by gut instinct. When a client wanted to cut scope, I found ways to upsell somewhere else, give a tactical discount, move people to a new project. It worked, but it was all me. Wiseboard helped us systematize that. Now there is a process. My team can run it without me in every call."

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    Lillian W.

    Head of Sales, IT outsourcing company, 170 people

"I always assumed upsell came from having the right relationship. The Toolkit showed me it actually comes from systematic whitespace analysis. Once I saw the full whitespace map across our top 15 accounts, I could see exactly where we were leaving money. We ran three growth QBRs in the next month and closed two expansions we had not even discussed before."

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    Leslie F.

    Head of Sales, IT outsourcing company, 170 people

"Enterprise accounts have five, ten, sometimes fifteen stakeholders who influence decisions. We were managing one or two of them and hoping for the best. Stakeholder mapping methodology gave us the full picture. We identified three decision-makers we had never formally engaged and three detractors we did not know existed, that visibility alone changed the account strategy."

  • Illustration

    Lou F.

    CEO, IT services company, 60 people

"The thing this toolkit made clear is that account management is not one person's job. It is a function that touches delivery, finance, leadership, and sales. Once I understood that, I stopped looking for an account manager to solve everything and started building the system. The playbooks gave me the blueprint. Wiseboard gave me the support to implement it."

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    Bob D.

    Account Manager, custom software company, 85 people

"I went through the materials in over a week. By the end I had a complete operating system: governance cadences, account scoring, crisis protocols, and expansion frameworks. I have been in account management for over nine years, and I wish I had this at the beginning. It would have saved me years of figuring things out the hard way."

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    Yurii K.

    CEO, B2B SaaS company, 230 people

"Account management is not a hire. It is a function, and building it properly is a different order of work than most people expect. Wiseboard mapped the whole thing out for us: the route map, the governance cadences, the profile of who we needed. That structure is what made the difference. Without it, you are just guessing."

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    Andrew B.

    CEO, Design company, 80 people

"At one point I heard myself describing a problem to Artur that I recognized immediately: sales owns the upsell, delivery owns the upsell, the PM owns the upsell, and nobody has a KPI for it. That is how you get zero results on account growth. Wiseboard showed us how to isolate the function, set clear ownership, and measure it. The logic is obvious once someone puts it in front of you."

WHAT'S INSIDE

Two operating guides. Twelve parts. One complete system.

Each part addresses a specific layer of account management and comes with a corresponding Figma template. Get both operating guides together for $29.

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OPERATING GUIDE 1 — AM EXCELLENCE: COMPLETE OPERATING SYSTEM

  • PART 01 | Foundation & Strategic Clarity

    $35

    Defines what AM owns commercially. The Sales vs AM vs CS clarity matrix that eliminates the accountability overlap. Establishes the AM mandate: maximize LTV of existing customers, not just maintain them.

  • PART 02 | The AM Operating Model

    $50

    The five-stage annual account lifecycle. Governance cadence calendar by account tier. The internal review checklist your team runs every month to catch risk before it surfaces.

  • PART 03 | Organizational Design & Roles

    $70

    The full RACI matrix for AM activities. Competency frameworks by seniority level. Onboarding blueprints so a new AM can take over accounts without losing client context.

  • PART 04 | Metrics, Dashboards & Data Infrastructure

    $45

    The five-input weighted health scoring model. NPS and CSAT survey cadences with mandatory follow-up workflows. The four minimum viable CRM automations. The Instrumented Account checklist for zero-surprise departures.

  • PART 05 | The Account Development Plan (ADP)

    $100

    A four-section strategic template: Executive Summary, Stakeholder Map, Mutual Success Plan, and SWOT Analysis. Moves AMs from reactive order-takers to strategic growth partners planning 12–18 months ahead. Reflects Anna Zherdel's current working methodology from a $60M EPAM portfolio.

  • PART 06 | Maturity Model & Continuous Improvement

    $35

    The four-level AM maturity model (Reactive → Functional → Strategic → Partner) with a self-assessment checklist. Leadership habits that keep the system running. Quarterly review template to refine what is and isn't working.

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OPERATING GUIDE 2 — SEGMENTATION, PRIORITIZATION & PLANNING

  • PART 07 | Account Segmentation & Tiering

    $45

    The 7-criterion scoring model with precise weights: Growth Potential (25%), Current ARR (15%), Strategic Fit (15%), Relationship Depth (15%), Renewal Risk (10%), Tech Ecosystem Fit (10%), Reference Value (10%). Tiering logic assigns Strategic, Growth, Core, or At-Risk to every account in the portfolio.

  • PART 08 | Excel-Ready Scoring Template & Formulas

    $45

    Copy-paste master scoring table with the exact weighted formula and an automatic tier assignment formula using IFS logic. Includes conditional formatting guidance so you see the full portfolio distribution in one view. Apply it to your book of business in a single team session.

  • PART 09 | Ideal Key Account Profile (IKAP) Canvas

    $30

    Five-question validation framework for any account you're considering as Tier 1: Executive Access, Multi-Product Potential, Business Criticality, Cultural Alignment, and 3-Year Vision. Includes a borderline case example showing when a $1M account should not get strategic treatment.

  • PART 10 | Discovery & Analysis Frameworks

    $60

    Pre-ADP research checklist (four inputs: Annual Report, LinkedIn hiring trends, competitor footprint, the "Why Now" pressure). Value-based SWOT scoped to your commercial relationship, not the client's general business. Discovery question bank across four types: Strategic, Operational, Political, and Personal.

  • PART 11 | Stakeholder Mapping & Strategy

    $40

    Power/Interest Grid that maps stakeholders by influence level and attitude with a defined engagement strategy for each combination: Move to Supporter, Neutralize, Leverage, or Maintain. Turns relationship mapping from a static exercise into an active commercial strategy.

  • PART 12 | 90-Day Execution Roadmap Template

    $100

    Month-by-month sprint structure with objective, key activity, owner, and commercial impact columns. Worked example takes an account from C-Suite alignment in month one through expansion demo in month two to renewal signature in month three. Gives every ADP a clear execution path.

Total Value with all the BONUSES $655, you get it for ONLY $29

4 BONUSES — INCLUDED FREE

  • 1

    AM Function Scorecard — benchmark targets

    Pre-filled benchmark targets for GRR (90%), NRR (115%), pipeline generation, and executive coverage. Know what good looks like before you measure where you are.

  • 2

    AM Function Scorecard — interpretation guide

    What each metric means and what to do when it turns red. Includes the key diagnostic: high NRR combined with low GRR signals a sustainability risk that most leaders miss entirely.

  • 3

    The Instrumented Account checklist

    Zero internal churn surprises. Every account documented so that if an AM leaves tomorrow, the next person steps in without losing the relationship or the context.

  • 4

    10 editable Figma templates

    Ten templates covering every framework across both operating guides — from the ADP and health score model to the tiering matrix, stakeholder grid, and 90-day roadmap. Duplicate to your Figma workspace and start using them the same day.

WHAT IS YOUR INVESTMENT?

Normal price 199$ Price today $29

Launch bundle price. The normal selling price of the Toolkit is $199.
ONLY during the launch window, you get both for $29, the same frameworks, the same templates, at one entry price.

OPERATING GUIDE 1 — AM EXCELLENCE

  • Foundation & Strategic ClarityThe AM Operating ModeOrganizational Design & RolesMetrics, Dashboards & DataThe Account Development PlanMaturity Model & Improvement

    $35$50$70$45$100$35

OPERATING GUIDE 2 — SEGMENTATION & PLANNING

  • Account Segmentation & TieringExcel Scoring Template & FormulasIdeal Key Account Profile CanvasDiscovery & Analysis FrameworksStakeholder Mapping & Strategy90-Day Execution Roadmap

    $45$45$30$60$40$100

BONUSES

  • AM Scorecard + Instrumented Account checklist + 10 Figma templates

    $30

  • Total valueNormal price (both guides)

    $655+ Bonuses$199

  • Launch bundle price today

    $29

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REAL RESULTS

Four companies. Same frameworks. Documented outcomes.

These results came from companies where Wiseboard advisors implemented the frameworks in this operating system. Every number is real and named.

ARTKAI — SOFTWARE DEVELOPMENT

40%of total revenue protected from churn

Three enterprise accounts representing 40% of revenue were at risk with no structured AM process. After building account development plans and implementing a structured AM function, all three accounts were retained. Ten upsell opportunities identified without adding a single new client.

TEMY — IT OUTSOURCING

20%growth in existing-client revenue

After rebuilding the AM function from scratch, existing-client revenue grew 20%. Project margins increased. The AM function was built in three months and became the most systemized part of the business.

CORPSOFT — IT SERVICES

80%client satisfaction, up from 40%

Satisfaction doubled from 40% to 80%. Three referral projects launched from clients who had previously given average scores. Projects in the red zone moved to profitability within the same quarter.

NETHUNT — TECH-ENABLED SERVICES

105%Net Revenue Retention

Reached 100–105% NRR after implementing structured account management. Revenue grew 20% in twelve months. The NRR figure became a competitive differentiator used in new business conversations.

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A NOTE FROM THE FOUNDER

Artur FedorenkoFounder & CEO Wiseboard

I've been inside 70+ companies where account management was the single biggest untapped revenue lever. Every time. The problem was never that people didn't know AM mattered. They knew. The problem was no system — just goodwill and the skill of whoever happened to be in the AM role.
When that person left, the client relationship left with them. When a client was unhappy for three months, nobody caught it because there was no health scoring, no cadence, no structured review. The revenue was there. The system wasn't.
That's why we built both operating guides with Olha, Anna, Denis, Zhanna and the Wiseboard team, so you get the same operating system we build inside companies during advisory transformation engagements, for ONLY $29.
If they don't give you three things you can use this week, email me directly. I'll refund the full $29, no forms, no questions.

ZERO RISK

14-day full refund.

If they don't give you 3 things to implement this week, you pay nothing.

Go through both operating guides. If you don't walk away with at least three concrete changes you can make to your AM function immediately, contact us within 14 days for a full refund.

    We process your refund within 24 hours

    Full $29 back to your card. No questions, no forms

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QUESTIONS

Everything you want to know before buying

  • Two PDF operating guides totalling 25+ pages across 12 operating parts. Ten editable Figma templates — one for each major framework across both guides. The AM Function Scorecard bonus (benchmark targets and interpretation guide) and the Instrumented Account checklist. Delivered instantly by email after payment. The Figma templates link to editable files you copy to your own workspace.

  • They are designed to work together. Operating Guide 1 builds the foundation — role clarity, governance, health scoring, ADPs. Operating Guide 2 solves the prioritization problem — which accounts deserve strategic attention and how to sequence execution across a portfolio. Most teams find that Operating Guide 2's tiering model is the first thing they implement, and Guide 1 gives them the structure to act on what the tiering reveals.

  • Yes — and it's actually easier that way. Starting without bad habits to replace makes implementation faster. Both guides work as a starting point for building from scratch, not just as a refinement tool for existing teams. Start with the tiering model in Operating Guide 2 to understand your portfolio, then use Part 1 of Guide 1 to define role boundaries and build from there.

  • Generic AM content describes what good looks like. This operating system tells you exactly how to build it — with specific scoring formulas, Excel templates, named client examples, a complete health scoring framework, 10 Figma templates, and benchmark targets. The difference between reading "you should track client health" and having the full weighted model with Green/Amber/Red thresholds in your hands.

  • The toolkit is the entry point into the Wiseboard ecosystem. The advisory engagement is where we sit inside your company and implement the system with you — that starts at $10k. Both operating guides are the methodology for self-implementation. We price them to remove every reason not to start. Once you see what the frameworks do, the conversation about advisory support happens naturally.

  • Yes. After purchasing you'll have the option to upgrade to the AM Diagnostic, where a Wiseboard advisor reviews your current AM setup and tells you exactly which frameworks to prioritize and how to adapt them to your specific situation — at a discounted rate for toolkit buyers. For full advisory support, book a 40-minute call at calendly.com/artur-wiseboard/40min.

The revenue is already there. This is the system that finds it.

Twelve parts. Four bonuses. Ten Figma templates. Two complete operating guides — $29 during launch.

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P.S. If you skipped to the bottom

Wiseboard built this operating system with Olha Klok (Customer Success Director, South-West Europe, ELEKS), Anna Zherdel (Senior Director, AM, EPAM), Denis Rudenko (CEO, Yalantis), Zhanna Maksiutenko (Account Director, Yalantis), and the Wiseboard advisory team.
The frameworks inside protected 40% of revenue at risk at Artkai, grew existing-client revenue 20% at Temy, doubled client satisfaction at CorpSoft, and helped NetHunt reach 105% NRR.
Twelve parts. Four bonuses. Ten Figma templates. $29 during launch.
Regular price $199. 14-day full refund, one email, no conditions. There is no reason to wait.

P.S. — If you skipped to the bottom

Wiseboard built this operating system with Olha Klok (Customer Success Director, South-West Europe, ELEKS), Anna Zherdel (Senior Director, AM, EPAM), Denis Rudenko (CEO, Yalantis), Zhanna Maksiutenko (Account Director, Yalantis), and the Wiseboard advisory team. The frameworks inside protected 40% of revenue at risk at Artkai, grew existing-client revenue 20% at Temy, doubled client satisfaction at CorpSoft, and helped NetHunt reach 105% NRR. Twelve parts. Four bonuses. Ten Figma templates. $29 during launch.
Regular price $199. 14-day full refund, one email, no conditions. There is no reason to wait.