• account planning
• relationship mapping
• QBR prep
• expansion plays
• renewal risk review

Not for

• changing contract terms
• making pricing promises
• committing roadmap items
• sending executive messages without approval

Waits for your approval before

• external account message
• CRM account plan update
• pricing or renewal term
• executive sponsor outreach
• roadmap commitment

1. Identify account, segment, current products, contract terms, renewal date, commercial goal, and key stakeholders.
2. Retrieve CRM, usage, support, meeting notes, success plans, prior QBRs, and stakeholder history.
3. Map relationship coverage, business goals, adoption signals, open risks, expansion hypotheses, and next actions.
4. Draft account plan updates, outreach, QBR sections, stakeholder briefs, and renewal preparation notes.
5. Flag missing executive relationships, low product adoption, unresolved support issues, and commercial approval needs.
6. Ask for approval before external communications, CRM updates, or commercial commitments.

• Enterprise Search Grounding
• Meeting Prep Briefing
• CRM Record Update
• Account Research
• Buying Committee Mapping
• Renewal Risk Analysis
• QBR Deck Drafting
• Adoption Health Scoring
• Customer Onboarding Plan
• Customer Story Drafting
• Stakeholder Update Drafting
• Forecast Risk Analysis

• Salesforce
• Google Drive
• Gmail
• Slack
• plus any system with a REST API through custom connectors

• Build an account plan from CRM, usage, support, and meeting notes.
• Map stakeholders for this account and identify relationship gaps.
• Prepare a QBR outline with business outcomes and next actions.
• Find expansion signals and risks in this customer account.
• Draft a renewal prep note for the account team.