Account Manager Ritual

Renewals & next steps overdue — accounts whose renewal or dated next step has passed without a decision — revenue leaving by default.

$14one-time · VAT included · no subscription

Free files

BLIKPrzelewy24VisaMastercardApple PayGoogle PayPayPal

✓Download page opens right after payment + links by e-mail. No account.

✓Excel 2016+ / Microsoft 365 · Google Sheets (upload to Drive)

✓Light + Dark · USD GBP EUR AUD CAD INR · PLN pricing — every edition in one download

✓Free updates forever · 14-day refund

Part of the Complete Collection — 119 workbooks, every edition, future releases, $99.

The Friday page

What the file tells you every week

Every account with health, ARR, renewal date and last touch; check-ins, QBRs, emails, escalations and expansion proposals with counts; weekly targets. Every Friday: targets hit, what is slipping, what renewed.

01 · verdictOutput — weekly targets hit (check-ins, QBRs, emails, escalations, expansion proposals), the biggest miss

02 · verdictPipeline — renewals overdue, stale accounts, due this week, open ARR

03 · verdictResults — ARR renewed in the last 60 days, retention, the biggest open account

Sheets in the workbook

✓Friday · output, pipeline, results, the week's scorecard, three verdicts, three tasks

✓Accounts · one line per account with health stage, ARR, renewal or next step date, last touch — OVERDUE / STALE / THIS WEEK / ok

✓Activity · check-ins, QBRs, emails, escalations resolved, expansion proposals — a line per batch with a count

✓Weeks · activities, closed, value per week

✓Settings · weekly targets per activity with this week's count and the gap, stale window

How it works

1Set the targets — a weekly number for each activity, the stale window — once

2Log as you go — one line per account; a line per batch of activity with a count

3Open Friday — output, pipeline, results, three tasks — ten minutes

Who it is for

Account managers with a book of twenty to eighty accounts and a renewal calendar in their head.

Dark edition included

Do I need Excel?

Excel 2016+ or Microsoft 365. Or upload the .xlsx to Google Drive — it opens in Sheets with formulas and charts intact.

Can I pay with BLIK?

Yes — BLIK, Przelewy24, any card, Apple Pay, Google Pay and PayPal. Prices in PLN, EUR, USD or GBP; the currency switch is at the top.

Invoice for my company?

Tick “I’m purchasing as a business” at checkout and enter your NIP / VAT ID. The invoice arrives with the download e-mail.

What if it isn’t for me?

14-day refund, no questions. One e-mail to [email protected].

Pairs well with

More Pro roles files →