Client operations · Live demo
Client meeting prep brief for account managers
Account managers ask for a brief before a client meeting and get delivery status, money owed, contract dates and open opportunities in one place.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Before a client meeting, account managers dig through the CRM, the project system, billing and email to find out what's happened since last time. Miss one late deliverable or overdue invoice and the meeting goes badly.
How it works
- Pulls the account's engagements, service levels, invoices and contracts
- Reads recent escalations to the leadership team
- Gives a spoken brief with the three things to know first
- Flags renewal and notice dates from the contract register
- Emails a one-page brief the account manager can take into the room
What it connects to
- Priya (account manager)I'm seeing Stonewick Foods tomorrow at 10. Brief me.
- AgentStonewick spends about 1.2 million a year with us across consulting and managed payroll. Three things: the pricing and margin review is two weeks late with the draft due Thursday, invoice 20388 for 64,200 dollars is 12 days overdue, and their CFO, Kerry Adams, emailed Owen about the delay yesterday.
- Priya (account manager)Anything on the contract?
- AgentThe payroll contract renews on 31 March with 90 days' notice, so the notice date is 31 December. Payroll ran 99.6 percent on time last quarter. Their COO, Graham Tolley, also asked about a procurement review, and it's in Salesforce as a lead, not yet qualified.
- Priya (account manager)Send me all that as a one-pager.
- AgentSent to your inbox, with the review timeline and last quarter's payroll service levels.
Illustrative conversation. Names, numbers and details are made up.
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