Playbook — Account Managers
You manage a book of live clients. The platform's job for you: kill the 15-minute lookup, and walk into every QBR/renewal already prepared.
Your front doors
- Dashboard — your AM Portfolio, account pages, and the in-account advisor (enrichment already loaded).
- HubSpot card — the Prospect Advisor in the deal sidebar; opens with a precomputed brief for the deal on screen.
- Roam — the same advisor in chat, on the move (name the account).
- Claude Code skills —
/check-account,/deep-dive,/portfolio,/am-reviewfor power use.
Daily flows
| Want | How |
|---|---|
| Next bill / MRR / product mix / suspended lines / open tickets | /check-account or just ask the advisor — the data's already on screen |
| "What's this deal about?" in HubSpot | Open the card → the deal brief answers in ~30ms (CRM + GBP + website + similar clients + recent conversation) |
| QBR prep (day before) | /deep-dive or "Deep dive on [business]/[sub id]" — program, MRR, renewals, DEA periods, ads/GA4/GSC/GBP, reviews, risks, opportunities, health score |
| Performance read | Ads/SEO with the caveats baked in — pre-calculated CPA/CTR, Search broken out, PMax parity caveat before any budget-shift rec |
| Your whole book | AM Portfolio — accounts, MRR, setup/DEA, health, tickets, deals, reviews |
What's new since the v1 deck
- The HubSpot card (was "exploring") is shipped — deal-anchored advisor in the sidebar, with voice dictation.
- Precomputed deal briefs — opening a deal no longer waits on live lookups; it's instant, and refreshes in the background.
- Deal-pattern mining (
extract_deal_patterns) — recurring win/loss themes for your category.
The discipline that makes it trustworthy
- It won't calculate metrics itself — it quotes pre-calculated values or says "not available."
- Ads spend is retail (what the client pays FCR), never "media spend."
- It won't claim a prospect "has no Google Ads" — our data is ~3–5% of the market.
See ../../AI_ADVISOR_GUIDE.md for the gold-pattern prompts.
FCR Dashboard documentation · generated from docs/ · keep counts verified, not guessed.