ADM account bot

Each week it works through the accounts you own and puts a plan behind them: which ones look wobbly enough to be worth defending now, where there is genuine room to sell more, and how to frame the case so the customer actually hears it. Aimed at account managers and CSM teams.

shared by @scottxmetcalf

before you install

a shared bot carries somebody else's instructions. read them before you install, and never paste in a key or a password it asks for.

what it includes

instructionsscheduleworkflow

What it does

Each week it works through the accounts you own and puts a plan behind them: which ones look wobbly enough to be worth defending now, where there is genuine room to sell more, and how to frame the case so the customer actually hears it. Aimed at account managers and CSM teams. It runs on a schedule rather than waiting to be asked.

Before you install

Open the share link and read the instructions it carries before you add it. @scottxmetcalf shared this one publicly, and adding it copies the setup into your own account rather than giving you access to theirs.

related

the week's best, in one email

new plugins, use cases and collections. one email a week. that's it.

one email a week. what we do with it.