360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief. Use when the user asks "tell me about [account]" (an existing customer; for a prospect, account-research), "account…
Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields synced to the CRM. Use when the user says "build an account plan for [account]", "update the…
Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [company]", "look into [company]", "prospect…
Score and tier a list of accounts (or your full book) against ICP fit and engagement signals to prioritize where to spend time. Use when the user asks to "tier my accounts", "prioritize my book", "which accounts should I focus on", or "score these accounts".
Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions. Use when the user asks "prep me for [meeting/company]", "call prep [company]", "I'm meeting…
Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates. Use when the user says "call summary", "follow up on my [company] call", "summarize my call with [account]", "write the recap",…
Build the business case and mutual action plan for a deal - the why-buy/why-now story, the ROI framing, and the dated step-by-step path to signature shared with the customer. Use when the user says "build a close plan for [deal]", "mutual action plan for…
Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book. Use when the user asks "competitive intel", "research competitors", "how do we compare to [competitor]",…