You can’t be in every account. Your judgment can.

Ampsio shows every account manager what you’d see, while there’s still time to act.

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Demand against coverDot size is revenue
Trellis ManufacturingExposed
StrategicRecover
Revenue
$3.4M16% of the firm
Manager
Marcus Ihara
Relationships
3 of 5
Plan
None on file
This week
  • Put a second person on the recovery

    Recover leans on judgment and escalation, and Elena Ruiz has room this quarter.

  • Meet the CFO before 14 Oct

    The CFO signs the renewal, and nobody at the firm has met them.

Where every account stands, and what to do next. Open an account to see this week’s moves, then make one.

Early design
The problem

Nobody loses an account in a day.

  1. This monthThe sponsor moves to a new roleWhere it showed up: A consultant heard it Monthly report: On plan
  2. Next monthNobody meets the new sponsorWhere it showed up: Logged nowhere Monthly report: On plan
  3. In two monthsA promised staffing plan slips six daysWhere it showed up: A tracker on a drive Monthly report: On plan
  4. In three monthsTwo consultants roll off, no backfill namedWhere it showed up: A PSA report Monthly report: On plan
  5. In six monthsThe renewal goes to a competitor Monthly report: Off plan

    The first month the numbers move. Roughly a third of a year’s net profit, and 12 to 18 months to replace.

Right now, the only place those signs come together is your account manager’s head.

Why now

AI can write the deck. It can’t keep the client.

Clients can now do the research, the analysis and the first draft themselves. What they still pay a firm for is people who know their history, deliver what they promise, and answer for the result.

Getting cheaper

  • First drafts and decks
  • Research and analysis
  • Meeting notes and summaries
  • Status reports

Still scarce

  • Years of history with the client
  • The sponsor’s trust
  • Delivering what was promised
  • Someone who answers for the result
What changes

Every sign on one list, months before the renewal.

The roll-off is already in the PSA, the due date in a tracker, the renewal in the contract. Ampsio reads them where they live and puts each on your account manager’s Monday list.

This Monday

Ranked by what changed and how long is left to act.

Four things. Nothing else is asking for you.

  1. Halcyon’s sponsor is moving to a new role, and nobody has met her successor

    Priya heard it on Tuesday’s call. Whoever replaces her will decide the renewal.

    Priya’s Friday note
  2. Two consultants roll off Halcyon in three months, and no backfill is named

    The end dates are already set. There is time to find the right person, and to introduce them.

    PSA
  3. The revised staffing plan is due in two months, and nothing is drafted

    Promised to the sponsor at the last review. It is the first thing her successor will ask about.

    Account tracker
  4. Halcyon’s renewal opens in six months

    The contract end date is on file. The plan needs the new sponsor on side before then.

    Contract
Read this morning
  • Friday notesSeven people, two lines each
  • PSAStaffing and end dates
  • Account trackersThree spreadsheets
  • ContractsRenewal dates
  • CRMNot connected, and not needed to start

This Monday, on the account manager’s list. The same signs, months early, each with where it came from and one move. Make one.

Early design
Get in touch

Start with half a day on your own accounts.

No workbook and no preparation, just the people who run them. You leave with a read of where each account actually stands.

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We are taking on three development partners in the fall of 2026. They run the system on their own accounts, shape what gets built next, and keep what we build together.