Sales closes a deal. You deliver the next 24 months. Onboarding, monthly reports, expansion conversations, churn prevention, pattern extraction — all logged so everyone gets smarter.
A great AM at Amplio isn't reactive. They spot problems before the client sees them, propose a fix, and log the outcome so everyone gets smarter.
No heroics. Move through the stages in order. Stage 5 is handoff — you own the next report, the next check in, and the recommendations tracker on one account.
update_ emailsClients are those we invoice. If we work on an account via an agency (Malone via Rapid), the contracting agency is the client, not the end account. Read every _overview.md before you ever write.
IELTS test prep. Barcelona + Madrid. Monthly retainer + monthly reporting. Carme Sanchez.
Barcelona. Monthly retainer. Contacts: Gaby & Kim. GA4 + Ads + Meta + Klaviyo stack.
Daily image guessing game. Website audit complete.
Alessia (London). Scoped project engagement. Last invoice Dec 2025.
Lewis Clayton (London). Scoped project. Care services tech. Dec 2025.
Direct engagement. Onboarding in progress.
Belfast agency partner. Kevin Doran · Sean Webb. Contracts with Amplio on behalf of their end clients. We invoice Rapid, not the end client.
Engagement contracted by Rapid. First delivery wave live 2026-04-17. Billed to Rapid.
Every client moves through these stages. Your job: keep them moving in the right direction.
Every client lives in the Client Success list in Attio. Stage updates mirror the Vault and trigger automations.
The single biggest retention signal is how smooth onboarding felt. These are the exact steps, in order.
Run "New client: [name]". Claude scaffolds the space — folder tree, _overview.md, recommendations tracker, data context.
GA4 admin, GTM publish, Google Ads MCC, Ads grants, Search Console, Stape — documented in correspondence/.
client-data-context skill auto discovers sources through IP Amplio, maps schemas, pulls baselines. Manual template as fallback.
Baseline current tracking. Note every gap. Score the implementation. Pair with analytics-tracking skill.
Follow Stape checklists, Consent Mode v2 guide, Shopify tracking SOP. Wire the Managed AI interface if on that tier.
Use monthly-report-template. Schedule recurring check in. Move Attio stage → Steady.
Proof points to weave in: +37% avg ROAS lift · 48h full setup · –90% data back and forth · 20 to 40% lost conversions recovered · 34% sessions hidden by consent.
Two scoring models — retainer clients and project based clients. Same 0 to 100 scale, different drivers. Below 70 triggers an alert under either model.
Applies to: Certify, Odisei, any Maintained or Managed client.
Applies to: Cropple, Code & Wander, Birdie, Lily, Rapid, any agency partner engagement.
This is what separates Amplio from every other agency. Recommendations don't float — they get logged, measured, and fed back into the pattern library.
Said something to a client in a meeting, email, or report? Append it to their recommendations-tracker.md — priority, status, linked pattern ID.
Rule #9 · Close the loop
Any client interaction — call, email, chat — gets processed. Feature requests, objections, praise, satisfaction land in ## Client Signals.
Rule #10 · Extract signals
When reviewing data, actively check if it confirms or contradicts cross-client-patterns.md. Three contradictions in 30 days downgrades confidence.
Rule #11 · Test, don't confirm
Example: P-037 sCAPI-lift · Certify confirmed (+22%) · Odisei confirmed (+18%) · Birdie contradicted (+3%).
Show up consistently. Nothing heroic. The system is designed to make a disciplined AM look like a miracle worker.
"Session brief" in Claude. Read the state of the world. Glance at pipeline. Review any health alerts.
"Process inbox". Brain-Dump.md gets routed. update_ labeled Gmail threads sync to the Vault.
"Client health" runs the full scoring pass. Any client <70 gets a save plan drafted before Monday.
One report per client per month. Use the template. Run brand-review. Send with a calendar invite for the review call.
"Test patterns" + "Learning report". Cross-client patterns confirmed, downgraded, or retired. Playbooks updated.
End every work block with "Update memory". CURRENT STATE overwritten, log appended. Future-you thanks present-you.
Better questions? Ask Walter or Daragh. Even better questions? Ask Claude. Everything you need is in CLAUDE.md and the Vault — the system is designed to make consistency look like magic.