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The account management template in Teamwork helps you stay on top of every client relationship in one organised place. Instead of juggling notes, spreadsheets, and scattered follow up lists, you see each account with its health, open actions, and upcoming renewals in a single shared view.
You group work into simple stages such as onboarding wrap up, steady state, risk, and expansion, then track meetings, commitments, and internal tasks as they move forward. Account managers, customer success teams, and leaders see the same information, which makes it easier to protect revenue and spot growth opportunities early.
Because account management lives in Teamwork, the plan sits beside the projects and tickets that make up the day to day relationship. You move smoothly from a high level account view into the work your teams are delivering, so conversations with clients stay grounded in real activity and outcomes.
What does the account management template include in Teamwork?
The account management template includes a structured project where each client account is represented by tasks, lists, or a simple tracker view. You use it to capture account plans, meeting notes, agreed actions, and key dates such as renewals or reviews.
Typical lists cover live accounts, at risk accounts, and expansion opportunities. Fields for owner, stage, value, and next action make it clear who is responsible for each relationship and what needs to happen next to keep momentum.
Who is the account management template designed for?
The account management template is designed for account managers, customer success managers, and client services teams who own long term customer relationships. It also supports sales leaders and operations teams who need a reliable view of what is happening across the account base.
Stakeholders such as finance or leadership teams can use read focused views to see which accounts are healthy, where there are risks, and which relationships show expansion potential without waiting for separate reports.
How does this template help me manage ongoing client relationships?
The template helps you manage ongoing client relationships by giving you a single place to keep plans, touchpoints, and follow ups. For each account, you record goals, key contacts, success measures, and a clear cadence of check ins or reviews.
Every meeting or call becomes a task that holds notes and agreed actions, with owners and due dates. That history helps you arrive prepared for each conversation and reduces the risk of missed commitments that damage trust.
How can I track renewals, risks, and growth opportunities with this template?
You track renewals, risks, and growth opportunities by using fields and views tailored to those outcomes. For example, you tag accounts with renewal dates, health status, and opportunity type so you can filter by upcoming renewals, accounts flagged as at risk, or relationships with active expansion work.
These views become working lists for account reviews and forecasting sessions. Instead of rebuilding spreadsheets, you open the template, group accounts by status or date, and decide where to focus attention next.
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