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Help AEs get a status check on their accounts with open deals -- where things stand, where to focus, and what next steps to take.
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Based on SOC occupation classification
| name | ae-pipeline-review |
| description | Help AEs get a status check on their accounts with open deals -- where things stand, where to focus, and what next steps to take. |
| metadata | {"author":"amplemarket","version":"1.0.4","category":"Account Intelligence"} |
| compatibility | Requires Amplemarket MCP server |
Help AEs get a status check on their accounts with open deals -- where things stand, where to focus, and what next steps to take.
When an AE wants to review their accounts or deals, pull account data, engagement history, and AI insights to assess each account and recommend next steps.
mcp__claude_ai_Amplemarket__list_accounts filtered by the AE's email to find accounts they ownmcp__claude_ai_Amplemarket__get_account for each account. This gives engagement stats, AI-generated insights (interest level, current solution, competitors, pain points, champions, decision makers, gatekeepers, timelines), CRM data, and contacts.mcp__claude_ai_Amplemarket__search_people to find additional stakeholders for multi-threadingmcp__claude_ai_Amplemarket__get_contacts to check status on specific contactsmcp__claude_ai_Amplemarket__enrich_person for deeper context on a key stakeholderUser prompt: "Give me a status on my deals"
Simple example output: The agent pulls the AE's accounts, finds 3 needing immediate attention (one stalled in negotiation for 2 weeks, one single-threaded with only a junior contact, one where the champion seems to be going cold). 6 are progressing normally. Presented as a prioritized list with per-account summary and next steps.
| Problem | Solution |
|---|---|
| Too many accounts | Focus on accounts with open opportunities or recent engagement first. Offer to review the rest separately. |
Helps sales reps break into target accounts via Amplemarket. Runs deep research on the company and key people, identifies the buying committee, surfaces possible engagement angles, recommends who to reach out to and why, and creates personalized multi-channel sequences. Use when a rep wants to research, plan, or execute outreach against a target account โ net-new or re-engagement.
Interactively refine your Ideal Customer Profile through guided questions, web research, and iterative Amplemarket searches until your targeting criteria are dialed in.
Build a visual, interactive org chart for any target account using Amplemarket and HubSpot MCP data. Combines contact discovery, enrichment, outreach history, CRM deal context, and relationship signals into a single React-based visual. Use this skill whenever the user asks to map an org structure, visualize contacts at a company, understand outreach status across an account, build a stakeholder map, do account-based research, cross-reference with CRM, see account penetration with CRM data, or map a specific team. Trigger phrases include: "show me the org chart for [company]", "who do we know at [company]", "map the buying committee", "show me outreach status for [account]", "pull all contacts at [domain]", "account map", "stakeholder map", "account penetration", "engineering org chart for [company]", "map the product team at [company]", "deal context for [account]".
Map untapped departments and roles within existing accounts to surface expansion opportunities, then find contacts in whitespace areas with personalization that references your existing relationship.
Analyze existing HubSpot customer accounts to find untapped departments and personas, map whitespace against the full organizational structure from Amplemarket, and generate expansion outreach referencing the existing customer relationship.
End-to-end workflow to search for prospects, preview results, refine criteria, and create a confirmed lead list in Amplemarket.