Services / Joint Account Plan
Joint Account Plan
How does your client really see you?
Clients tell an independent outsider what they would rarely tell their account manager. Drawing on more than 25 years on the buyer's side of the table, Arteze uncovers how your client relationship truly stands, surfaces the unfiltered view, and helps you co-create a Joint Account Plan with your client that protects retention and opens the door to growth.
Sound familiar?
The challenges we hear most often
- Dissatisfaction stays hidden until the tender notice lands.
- Green SLA dashboards that do not match how the client's executives actually feel.
- Candid, executive-level feedback is hard to get first-hand.
- Real risk of churn or down-scoping as the renewal window approaches.
How we help
What Arteze does about it
- Confidential one-to-one interviews with your client's executives and sponsors.
- A buyer's-eye review of your commercial and operational artefacts.
- A structured Joint Account Plan balancing quick wins with strategic goals.
- Simple ways to see whether the relationship is improving over time.
Joint Account Plan
Two phases, one shared plan
We begin by establishing where the relationship genuinely stands. Then, if you choose to proceed, we help you and your client act on what we found.
Maturity assessment
We find out how the relationship really stands, and what would make it stronger.
- We agree the scope with you and choose who to speak to on both sides
- We interview your client's people in confidence, so they can speak openly
- We review the contract, service reports and account history through a buyer's eyes
- You receive a clear view of the relationship's maturity, with our recommendations
Putting it into practice
We help you act on the recommendations you have approved, together with your client.
- We help you and your client agree a Joint Account Plan that both sides own
- We support the quick wins and the longer-term changes
- We set up simple ways to see whether the relationship is improving
- You go into the next renewal knowing where you stand
It works as a health check on an account that is going well, or as a recovery plan for one under strain. We never advise a provider and its client on the same contract.
Supplier health check
How do your clients likely see you?
Eight quick statements and an instant, indicative score for one client account. No details collected.
Focus areas
Where we put our attention
- Unfiltered client voice
- Executive stakeholder interviews
- Maturity assessment
- Strategic and tactical actions
- Retention assurance
- Joint roadmapping
The outcome
What changes for you
- Early warning of churn, long before it damages the relationship.
- Passive or adversarial accounts turned into strategic partnerships.
- A co-authored plan aligned directly with your client's leadership.
- Recurring revenue protected and new scope unlocked.
Related use cases
See this service in action
A major renewal is approaching
Renewal proposals often arrive late in the term, leaving little time to negotiate or explore alternatives.
Read the full case 04Infrastructure & TransportSuppliers that aren't performing
Service reports show green while your teams live with downtime and delays.
Read the full caseStart the conversation
Curious what Joint Account Plan could deliver for you?
The first conversation is free, confidential and comes with no obligation. Bring one contract, one supplier or one question, and leave with a clearer view of where the value is.