Managing multiple B2B accounts can feel like juggling knives—one wrong move and something falls (or worse). If you’re using Yamm to run campaigns, track activity, or just keep B2B clients happy, you know the stakes: missed emails, mixed-up contacts, and a to-do list that never ends.
This guide is for anyone who handles more than one B2B account in Yamm—whether you’re an agency wrangling clients, a sales pro with different territories, or just the person everyone expects to “figure it out.” I’ll walk through what actually works, what’s a waste of time, and the handful of habits that’ll keep you (mostly) sane.
1. Get Your Accounts Straight Before You Start
First things first: if your “system” is a post-it note and your memory, you’re asking for trouble. Before touching Yamm, get clear on what “multiple accounts” means for you:
- Are these different client companies? Internal departments? Brands under one roof?
- Does each account have separate contacts, campaigns, or reporting needs?
- Are you the only person managing them, or is it a team effort?
What works:
- Writing it down. Seriously. Make a list of every account, key contacts, main goals, and anything weird about how each one operates.
- Using a spreadsheet or a simple doc as a master reference. This is low-tech but easy to update and share.
What doesn’t:
- Relying on your inbox search or memory. You’ll forget something—guaranteed.
- Creating a new Yamm account for every client unless you actually need strict separation (which is rare and makes life harder).
2. Build a Simple Folder and Label Structure in Yamm
Yamm’s built-in tools are flexible, but only if you set them up to match how you work.
How to do it:
- Set up folders for each account. Name them clearly—“Acme Corp,” “Globex 2024,” you get the idea.
- Use labels or tags for sub-categories. Things like “Q2 Campaign,” “VIP Contact,” or “Needs Follow-up” help you slice across accounts when you need to.
- Color-code if it helps. Some people love it, some hate it. Try it, but don’t obsess.
Pro tip:
Don’t go wild creating subfolders for every tiny thing. Two or three layers deep is plenty. The more complex your system, the more likely you’ll ignore it.
3. Standardize Your Naming Conventions
Nothing slows you down like hunting for “Spring Update” and realizing it’s actually called “March Blast” for half your accounts.
- Decide on a format: e.g.,
[Client] - [Campaign] - [Date] - Stick to it. Consistency beats cleverness every time.
- Document it for anyone else who works with you. This avoids “creative” renaming later.
What works:
- Templates for campaign names, contact lists, and reports.
What doesn’t:
- Letting each team member “do what feels right.” That’s how chaos starts.
4. Use Contact Lists Wisely
Yamm lets you import and manage contact lists, but it’s easy to let these spiral out of control.
Best practices:
- One list per account. Don’t mix contacts from different clients or brands.
- Use descriptive list names: “Acme VIPs 2024” is better than “List 1.”
- Update lists regularly. Outdated contacts waste time and annoy recipients.
What’s not worth it:
- Over-segmenting. Unless you’re running campaigns to 10+ sub-groups per account, keep lists broad but accurate.
Pro tip:
Export your lists once a month as a backup. One accidental delete and you’ll thank yourself.
5. Templates Are Your Friend—But Don’t Get Lazy
Yamm makes it easy to set up email or campaign templates. Use them, but don’t just “mail merge and pray.”
- Create a base template per account: Include branding, tone, and any required legal text.
- Personalize where it matters: Even B2B contacts can spot a lazy blast a mile away.
- Review templates every quarter. Old info or broken links creep in—don’t let it fester.
What works:
- Saving time with reusable frameworks.
- Using merge tags for key fields (name, company, etc.).
What doesn’t:
- Blindly reusing the same email for every account. You’ll make mistakes (wrong logo, wrong offer) and look unprofessional.
6. Set Up Reporting and Tracking That Doesn’t Suck
If each account wants updates, avoid the trap of custom reports for everyone.
How to keep it sane:
- Create a standard reporting template. Track the same basic metrics for each account unless there’s a real reason not to.
- Automate what you can: Yamm integrates with spreadsheets—use those for live dashboards if possible.
- Schedule regular check-ins (weekly, monthly): Don’t wait for clients to ask “How’s it going?”
What to ignore:
- Overly granular tracking unless it’s required. Most clients care about big-picture results, not every open or click.
Pro tip:
If a client keeps asking for weird, custom stats, push back. Explain what’s possible and what’s actually useful.
7. Clear Up Permissions and Access Early
If you’re working with a team, don’t wait for the “Who deleted the list?” moment.
- Assign roles and access levels in Yamm. Only give edit rights to people who actually need them.
- Document who’s responsible for what.
- Use shared folders when possible instead of forwarding emails back and forth.
What works:
- A short onboarding doc for new team members with “here’s how we name things, here’s how to not break stuff.”
What doesn’t:
- Everyone working out of a single account with no oversight. That’s how mistakes multiply.
8. Keep Communication Simple—Internally and With Clients
Managing multiple accounts means more places for things to get lost in translation.
- Set a standard way to update clients: Weekly email, monthly call, whatever—just be consistent.
- Keep internal notes in Yamm or a connected doc. Don’t let account knowledge live only in someone’s head.
- Use comments and reminders. Yamm supports basic collaboration; use it for handoffs or notes.
Pro tip:
If a client insists on using their own system, get clear about where your responsibility ends. Scope creep is sneaky.
9. Watch Out for Common Pitfalls
Even with good habits, some headaches are just waiting to happen.
The big ones: - Sending the wrong message to the wrong list. Double-check recipients every time. - Losing track of opt-outs or unsubscribes. Don’t risk it—keep your lists clean. - Letting one client’s urgent request derail your whole day. Set boundaries, or you’ll burn out.
What’s overrated:
- Fancy automation before you’ve nailed the basics. Walk before you run. Bad automation just creates faster mistakes.
10. Review and Refine Your System Regularly
Don’t treat your Yamm setup as “done.” Accounts grow, clients change, team members come and go.
- Schedule a quick review every quarter: What’s working? What’s not? Where do mistakes keep happening?
- Ask your team (or yourself): Does our setup save time, or are we fighting it?
- Be willing to simplify. Complexity is the enemy of consistency.
Wrapping Up: Keep It Simple and Iterate
Managing multiple B2B accounts in Yamm doesn’t have to turn into a second job. Get organized up front, use naming and folders that make sense, and avoid the lure of over-automation or endless custom reports. The best systems are the simplest ones you’ll actually stick to.
If something feels clunky, tweak it. If you start dreading Monday, scale back. Yamm is just a tool—how you manage accounts is what matters. Keep it simple, stay flexible, and don’t be afraid to hit “delete” on anything that just makes more work.