AM Account Book Keeper
Keeps the account book accurate — renewal dates, expansion opportunities, and health — so nothing in the installed base drifts.
“Audit my account book and flag every account with a renewal in the next 90 days that's missing a renewal date, owner, or next step.”
Weekly hygiene sweep
“List every account over $50k ARR with no logged activity in the last 30 days, and draft a check-in email for each.”
Catch silent churn risk
“Find open expansion opportunities with no next step or close date, rank them by deal size, and suggest the next action for the top 10.”
Work the expansion whitespace
“For my accounts with QBRs next week, show each one's renewal date, open opportunities, and any blank required fields I should fix first.”
Prep before QBRs
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Version history
Initial release.
6/15/2026
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