The CS & Commercial Bundle — Complete B2B Toolkit

Everything you need to manage, grow and retain your B2B client portfolio — in one complete toolkit.

The CS & Commercial Bundle brings together all four Albedo Design professional resources into a single, cohesive system. Whether you are managing 10 accounts or 130+, this bundle gives you the frameworks, templates and tools to operate with clarity, confidence and purpose.

Built from 10+ years of real experience managing international B2B accounts across global markets. No fluff. No theory. Just what actually works.

What’s included ($96+ value):

01 — B2B Pipeline Tracker (Excel) — $19 value
Track every account, deal stage, pipeline value and weighted revenue. Includes Account Health Monitor, KPI Summary Dashboard and How to Use Guide. 4 sheets, fully automated.

02 — CS KPI Dashboard (Excel) — $19 value
Monitor NPS, churn risk, health scores and monthly performance across your full CS portfolio. Includes NPS Tracker, Churn & Retention Tracker, Monthly Scorecard and How to Use Guide. 5 sheets in total.

03 — B2B Client Onboarding Checklist (PDF) — Free value
A complete 5-phase checklist with 40+ action items covering everything from internal handoff to the 30-day review. Designed to prevent early churn and ensure consistent onboarding.

04 — The B2B Account Management Playbook (PDF) — $29 value
A comprehensive field guide covering account segmentation, onboarding, health management, communication cadence, churn prevention, expansion strategy and QBR frameworks. Includes 7 chapters and 50+ practical frameworks and tools.

Why this bundle:

• Save $47 compared to purchasing each resource separately
• All four tools are designed to work together as one integrated system
• The Playbook provides the strategy, while the Excel tools deliver execution
• The Checklist ensures consistent onboarding from day one
• One purchase, complete toolkit, lifetime access

Format: 2 Excel files (.xlsx) and 2 PDF files
Compatible with: Microsoft Excel 2016+ and Google Sheets
Delivery: Instant digital download
Access: Lifetime use with free updates included

Grow with clarity. Lead with purpose. — Albedo Design