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Account Management

Account Management

Account Management

Account Management

Find team size and growth

Find the current team size and recent hiring growth for company name. Turn on Web search.

Account Management

Detect upsell opportunity

Based on notes and current plan, identify if there is an upsell opportunity for company name. Return "Yes" or "No" with a one-line reason.

Account Management

Extract renewal date

Based on notes, extract the contract renewal date or subscription end date for company name. Return the date in YYYY-MM-DD format, or "Not found" if unavailable.

Account Management

Categorize NPS sentiment

Based on notes, categorize this customer's overall sentiment as "Promoter", "Neutral" or "Detractor"

Account Management

Categorize account tier

Based on deal value, categorize this account as "Starter" (under $1K), "Growth" ($1K-$10K), "Enterprise" ($10K-$50K), or "Strategic" (over $50K)

Account Management

Extract action items from notes

Based on notes, extract any action items or next steps. List them as short, actionable bullets.

Account Management

Categorize account health

Based on notes and last interaction, categorize this account's health as "Green" (active and happy), "Yellow" (at risk or disengaged), or "Red" (churning or unhappy)

Account Management

Extract topics from interactions

Based on notes, extract the main topics discussed with this contact. Return as a short comma-separated list.

Account Management

Summarize last interactions

Summarize the key points from notes about first name at company name. Keep it to 2-3 bullet points max.

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