The update eats the afternoon.
Every week you gather notes from three tools and rewrite them for each client. It is the most repetitive part of the job and the easiest to postpone.
FOR ACCOUNT MANAGERS / TEAM
Client updates for account managers
Turn delivery notes into a reviewed update, ask for the decision you need and see which clients have gone quiet, without spending Friday afternoon writing.
QUICK ANSWER
Angelwood gives account managers a reviewed draft of each client update, one place for requests and approvals, and portal activity that shows who needs a follow-up.
WHO THIS IS FOR
Best for account managers who own client updates, requests and approvals and want less of the week spent chasing.
THE WORK BEHIND THE RELATIONSHIP
What gets in the way for account managers.
The answer is in a thread somewhere.
A client asks what they agreed last month. The approval is in an email, a chat message or a call note, and finding it takes longer than the question deserved.
Requests without a response.
You need a decision, a file or a sign-off. The email goes out and the deadline passes without a reply.
Quiet clients surprise you.
A client stops opening updates. Nobody notices until the renewal conversation, when it is too late to fix.
MAKE IT PRACTICAL
How the portal works for account managers.
A draft from your notes.
Let AI assemble a draft from delivery notes and connected tools, with sources you can check. Edit it and publish when you are satisfied.
See the workflowOne request, one owner, one date.
Ask for the decision or input you need with an owner and a response date. The request stays with the work it affects.
See the workflowApprovals that stay recorded.
When the client approves, the record is timestamped and attached to the update. Nobody has to search a thread.
See the workflowKnow who to call.
Portal activity shows who has opened recent updates and who has not. Use it to plan the week's check-ins.
See the workflowGOOD QUESTIONS
Account managers FAQs
Do I still write the update?
You review it. AI drafts from your notes and connected tools, and you edit the wording, check the sources and decide when it goes out.
Does the client need to log in?
Clients use their invitation to open the portal, where they can read updates, respond to requests and approve work. The portal replaces the scattered thread, not the relationship.
Can I manage several clients on one plan?
Yes. Starter includes 10 client portals and 3 seats. Growth and Agency add more portals, more seats and multiple scheduled cadences.
YOUR NEXT STEP
Ready to give account managers a clearer place for client work?
Start your 14-day free trial. No credit card required.