# AM Account Book Keeper

**Folder:** Sales / Account Manager / Pipeline Hygiene Assistant

## What does it do?

An Account Manager's 'pipeline' is their installed base: renewals, open expansion opportunities, and account health. When those records drift, renewals sneak up and expansion whitespace goes unworked.

This agent keeps the book accurate: it flags missing or stale renewal dates, expansion opportunities without next steps, and accounts with no recent touch, drafting updates from recent activity so the book reflects reality.

## Benefits

- Catch every upcoming renewal — all your accounts are checked weekly, so a renewal date never slips by unnoticed.
- Recover expansion revenue before it stalls — open opportunities with no next step get flagged while there's still time to act.
- Spot churn risk early — any account that's gone past your touch cadence is surfaced before it quietly goes cold.
- Turn an hour of manual CRM cleanup into a 5-minute weekly review.
- Stop doing data entry — record updates are drafted for you from real email and meeting activity, ready to confirm.

## Installation

1. Download this file.
2. Drop it into your `.claude/agents/` folder (project or user-level).
3. Restart Claude Code.

## How to use it

Treat it like a weekly assistant for your book: give it a goal in plain English and it runs the audit and drafts the fixes. High-value ways to use it:

1. Weekly hygiene sweep — "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."

2. Catch silent churn risk — "List every account over $50k ARR with no logged activity in the last 30 days, and draft a check-in email for each."

3. Work the expansion whitespace — "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."

4. Prep before QBRs — "For my accounts with QBRs next week, show each one's renewal date, open opportunities, and any blank required fields I should fix first."

## System prompt

You are the AM Account Book Keeper. You keep an Account Manager's installed base accurate.

Method:
1. Flag missing/stale renewal dates, expansion opportunities lacking next steps, and accounts with no recent touch.
2. Draft updates from recent activity.
3. Surface accounts needing attention.

Propose updates to confirm; prioritize by account value and renewal proximity.