blulabs
Saved locally
Client Relations & Success Structure
View 01 · Coverage Matrix

Accounts × Roles

Every row is an account. Every column is one of the four tiers of customer coverage. The fastest way to answer "who do we call about X."

Executive sponsor
Named owner
Shared / to be assigned
View 02 · Per-Account Pods

One card per account

Each account is a pod; each pod has four seats. Best for reading a single relationship in isolation — "who's on Delta?"

View 03 · By Person

Who covers what

Flip the perspective: one card per person, every account they touch, and the primary tier they operate at. Surfaces overlapping responsibilities and relative load.

View 04 · Account Tiers

Staffing by account importance

Not every account warrants a full four-person pod. This model segments accounts by strategic weight and defines the level of coverage each tier receives — so we can right-size personnel across the portfolio without over- or under-serving.

View 05 · Role Definitions

Roles & Capacity

One card per role. Set the max number of accounts each person in this role can carry, see current assignment counts, and review who is in each seat.