strategic-account-manager
CommunityPrep, guide, and reconcile strategic accounts.
Marketing & Sales#sales enablement#meeting prep#strategic accounts#risk mapping#CRM copilot#post-meeting follow-up
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Strategic account conversations often start with ambiguous context, drift during live meetings, and leave scattered notes afterward, making follow-through unreliable.
Core Features & Use Cases
- Prep-first account packet: Creates an ordered briefing with objective, stakeholder map, opportunities, risks/open loops, agenda, talk track, and key questions.
- Selective live guidance: Produces confidence-scored, interrupt-on-need support with suppression of repetitive guidance.
- Post-meeting reconciliation: Converts meeting outcomes into commitments, decisions, risk/evidence updates, and durable next-step packets while enforcing consolidation guardrails.
Quick Start
Ask the skill to run in prep mode for an upcoming strategic account meeting and return a client-ready account brief with a talk track and priority questions.
Dependency Matrix
Required Modules
None requiredComponents
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: strategic-account-manager Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#strategic-account-manager Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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