# Account Management

> Manage post-sale customer relationships to drive retention, expansion, and advocacy through proactive value delivery. Use when owning renewal books, expansion pipeline, or strategic account plans.

- Skill: `itsual/account-management` (Agent Skill)
- Install (CLI): `npx skillmds@latest add itsual/account-management`
- Raw SKILL.md: https://api.skillmd.com/api/skills/itsual/account-management/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: DevOps & Infra
- Author: itsual (https://skillmd.com/u/itsual)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/itsual/account-management

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# Account Management

## Overview

Account management protects and grows revenue after the initial sale. It combines relationship health, adoption, commercial timing, and multi-threaded coverage of the account.

## When to Use

- Renewal and expansion ownership
- Strategic / key account planning
- QBR and executive business reviews
- Risk intervention before churn

## Core Practices

- Maintain an account plan: goals, stakeholders, risks, opportunities
- Track product adoption and outcome realization
- Multi-thread relationships beyond a single champion
- Run structured business reviews tied to value
- Coordinate with CS, support, and product on risk signals
- Build expansion theses grounded in usage and business change

## Principles

- Renewal starts the day after close
- Value evidence beats last-minute discounting
- Single-threaded accounts are retention risks
- Expansion is earned through success, not pressure alone

## Verification

- [ ] Account plans exist for priority accounts
- [ ] Risk signals have owners and actions
- [ ] Expansion opportunities are evidence-based