Scheduling Software for Account Managers
Never miss a client touchpoint
Great account management is proactive, not reactive. SchedulingKit helps Account Managers stay on top of client relationships with easy booking for QBRs, check-ins, and escalation calls. Keep clients happy with professional scheduling and timely communication.
of account managers say scheduling client meetings is their biggest time sink
higher churn rate for accounts with fewer than one touchpoint per quarter
of clients prefer scheduling recurring check-ins via a self-service link
Figures are industry estimates. Individual results vary.
A Scheduling Day for Account Managers: Before & After
Without SchedulingKit, an account manager's Monday means scrolling through a CRM trying to figure out which clients haven't had a touchpoint in 60 days, then spending the afternoon sending 'let's find a time to connect' emails that go unanswered for a week. With SchedulingKit, every client has a personalized booking link, QBR invitations go out with one click and clients self-schedule, engagement analytics flag at-risk accounts, and the AM spends time preparing for conversations instead of scheduling them.
How Account Managers Use SchedulingKit Daily
Check engagement dashboard — two clients flagged as 'no meeting in 45 days'
Send QBR booking links to flagged accounts with personalized agenda templates
Renewal discussion booked by client via their dedicated link — CRM auto-updated
Upsell meeting with champion at enterprise account — intake form captured expansion needs
Review weekly metrics — 92% of scheduled QBRs were completed on time this quarter
Scheduling Pain Points for Account Managers
Chasing clients for meeting times
Missing quarterly business reviews
Reactive rather than proactive engagement
Managing multiple client calendars
No visibility into client meeting patterns
How SchedulingKit Helps Account Managers
Clients book check-ins when convenient
Never miss a QBR with automated scheduling
Proactive relationship management
Track client engagement over time
Professional experience that builds trust
“I manage 45 accounts. Before SchedulingKit, I was constantly behind on QBRs and check-ins. Now clients book themselves and I can focus on actually helping them succeed.”
SchedulingKit User
Senior Account Manager, MarTech
Popular Use Cases for Account Managers
Key Features for Account Managers
Client self-scheduling
Recurring meeting setup
CRM integration
Meeting reminders
Calendar sync
Video conferencing
Client-specific links
Engagement tracking
Frequently Asked Questions
Can I set up recurring client meetings?
Yes! Schedule recurring check-ins and they'll automatically appear on both calendars.
How does CRM integration work?
Meetings sync to Salesforce, HubSpot, or your CRM with full activity logging.
Can different clients have different booking links?
Absolutely. Create client-specific links with custom availability for premium accounts.
How do I track client engagement?
Analytics show meeting frequency, types, and patterns per account.
Further Reading
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