The Portfolio-Driven AM Playbook

A practical guide to help Account Managers protect renewals, unlock expansion, and turn their book of business into a predictable growth engine.
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NRR shouldn’t feel unpredictable.

This guide will help you:
01
Understand what’s really driving your NRR - renewal, contraction, and expansion signals.
02
Discover which accounts are declining, which are stable, and which can drive outsized expansion.
03
Build more predictable, compounding revenue that earns trust from your CEO and leadership.
Stop guessing when it comes to NRR
This guide gives you a clear, practical way to understand what’s really driving NRR, without getting lost in dashboards or noise. Inside, you’ll discover:
The three types of customer assets every AM manages
The difference between a “healthy renewal” and a portfolio that’s silently declining in value
Why expansion follows a power-law pattern, and how top AMs use it to drive compounding growth
How elite AMs operate like portfolio managers instead of reactive relationship managers
A simple, actionable framework to start improving NRR in the next 90 days
Improve Your NRR Strategy
This guide is for Account Managers who want to build a more predictable, scalable, portfolio-driven approach to renewals and expansion.

If you’re ready to stop reacting and start forecasting, this is your first step.
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