Services
Looking to retain and grow your client base without the cost and commitment of hiring a full-time account manager? Our flexible outsourced account management packages are designed to give your clients the attention they deserve - whether you’re a startup managing a few strategic accounts or a scaling team looking to formalise your client engagement.
At CSAM Solutions, we offer scalable, expert-led account management services that plug seamlessly into your business. From light-touch support to fully embedded AM functions, we help you:
- Improve client retention
- Unlock upsell opportunities
- Build stronger, longer-term relationships
Explore our packages below to find the right level of support for your team.
What We Do
Client Onboarding & Adoption
- Onboarding of new clients, ensuring they understand the product/service & its value.
- Develop & execute customised onboarding plans to drive early adoption & engagement.
- Conduct training sessions or demos to educate clients on features & best practices.
Relationship Management
- Primary point of contact for assigned accounts, building trust & strong client relationships.
- Conduct regular check-ins to assess client satisfaction & address concerns.
- Identify key stakeholders & maintain consistent communication.
Customer Success Strategy
- Develop & implement customer success plans.
- Analyse usage metrics & engagement data to identify opportunities for increased adoption or optimisation.
- Proactively identify at-risk accounts and implement retention strategies.
Account Growth & Upselling
- Identify opportunities for account expansion.
- Collaborate with sales teams to pursue upsell or cross-sell opportunities.
- Track & report on growth metrics.
Issue Resolution & Advocacy
- Act as client advocate, escalating & resolving issues promptly.
- Gather client feedback & relay to relevant teams.
- Ensure timely follow-up on client inquiries
Performance Reporting & Analysis
- Track & analyse KPSs such as Net Promoter Score (NPS), customer satisfaction (CSAT), retention rates & account health.
- Prepare & present regular reports or business reviews to clients.
- Use CRM tools to document client interactions & maintain accurate records.
Starter Package
Ideal for early-stage teams or those trialling outsourced account management.
What’s Included:
- Management of up to 2 key client accounts
- 1x weekly client check-in (video call or async update)
- Light-touch relationship management (email updates, renewal reminders)
- Basic onboarding of CSAM into your systems (CRM, comms, client context)
- Monthly summary report on client activity & risks
- Ad hoc internal support (e.g., renewal prep or comms reviews)
Best For:
Startups or agencies with a few key accounts but no dedicated AM
Teams needing cover during parental leave, hiring freeze, etc.
Growth Package
Designed for growing teams managing a larger portfolio or needing structure put in place.
What’s Included:
- Management of up to 5 active client accounts
- Proactive outreach & meeting scheduling
- Bi-weekly client updates and relationship nurturing
- Development of a lightweight account plan/playbook per client
- Monthly reporting including:
- Renewal pipeline
- Upsell opportunities
- Client health score (qualitative)
- Support with QBR preparation or delivery
- Internal collaboration with delivery, sales, or exec teams
Best For:
Agencies, SaaS, or consultancies managing 5–10 B2B clients
Companies wanting a step up from ad hoc AM to structured retention & growth
Scale Package
Full-service, embedded account management with strategic oversight and measurable outcomes.
What’s Included:
- Management of 6–10+ client accounts (or tiered portfolio model)
- Dedicated AM resource embedded in your team (virtual or hybrid)
- Full client lifecycle management:
- Onboarding
- Retention
- Expansion
- Escalations
- Strategic account planning & mapping
- Quarterly CSAT/NPS surveys + insights
- Monthly reporting with:
- Net Revenue Retention (NRR)
- Health score (risk/opportunity)
- Client sentiment tracking
- AM Playbooks, templates, & process integration into your CRM
- Support aligning with your sales and delivery team cadence (e.g., pipeline calls, project wrap-ups)
Optional: Participation in key stakeholder meetings or exec briefings
Best For:
Mid-sized B2B companies needing structured, high-touch client engagement
Organisations preparing for funding, M&A, or enterprise client onboarding