AE Pipeline Review
Help AEs get a status check on their accounts with open deals -- where things stand, where to focus, and what next steps to take.
Instructions
When an AE wants to review their accounts or deals, pull account data, engagement history, and AI insights to assess each account and recommend next steps.
Steps
- Identify the AE's accounts. Either:
- Use
mcp__claude_ai_Amplemarket__list_accounts filtered by the AE's email to find accounts they own
- Filter for accounts with open opportunities if possible
- Or ask the AE for the specific accounts or domains they want reviewed
- Gather account data by calling
mcp__claude_ai_Amplemarket__get_account for each account. This gives engagement stats, AI-generated insights (interest level, current solution, competitors, pain points, champions, decision makers, gatekeepers, timelines), CRM data, and contacts.
- Assess each account. For each, evaluate:
- Deal momentum -- is engagement progressing or stalled?
- Stakeholder coverage -- are champions, decision makers, and economic buyers identified? Is the deal single-threaded?
- Risks -- gone cold, competitor mentioned, champion left, missing key roles?
- Next steps -- what should the AE do next?
- Help with next steps when asked. If the AE wants to act on a specific account:
mcp__claude_ai_Amplemarket__search_people to find additional stakeholders for multi-threadingmcp__claude_ai_Amplemarket__get_contacts to check status on specific contactsmcp__claude_ai_Amplemarket__enrich_person for deeper context on a key stakeholder
- Present a well-formatted account review. Prioritize by urgency -- which accounts need action now vs progressing fine. For each, show current state, key people, and recommended next step.
Examples
User prompt: "Give me a status on my deals"
Simple example output: The agent pulls the AE's accounts, finds 3 needing immediate attention (one stalled in negotiation for 2 weeks, one single-threaded with only a junior contact, one where the champion seems to be going cold). 6 are progressing normally. Presented as a prioritized list with per-account summary and next steps.
Troubleshooting
| Problem |
Solution |
| Too many accounts |
Focus on accounts with open opportunities or recent engagement first. Offer to review the rest separately. |
1---2name: ae-pipeline-review3description: Help AEs get a status check on their accounts with open deals -- where things stand, where to focus, and what next steps to take.4---5
6
7# AE Pipeline Review
8
9Help AEs get a status check on their accounts with open deals -- where things stand, where to focus, and what next steps to take.
10
11## Instructions
12
13When an AE wants to review their accounts or deals, pull account data, engagement history, and AI insights to assess each account and recommend next steps.
14
15### Steps
16
171. **Identify the AE's accounts.** Either:
18 - Use `mcp__claude_ai_Amplemarket__list_accounts` filtered by the AE's email to find accounts they own
19 - Filter for accounts with open opportunities if possible
20 - Or ask the AE for the specific accounts or domains they want reviewed
212. **Gather account data** by calling `mcp__claude_ai_Amplemarket__get_account` for each account. This gives engagement stats, AI-generated insights (interest level, current solution, competitors, pain points, champions, decision makers, gatekeepers, timelines), CRM data, and contacts.
223. **Assess each account.** For each, evaluate:
23 - Deal momentum -- is engagement progressing or stalled?
24 - Stakeholder coverage -- are champions, decision makers, and economic buyers identified? Is the deal single-threaded?
25 - Risks -- gone cold, competitor mentioned, champion left, missing key roles?
26 - Next steps -- what should the AE do next?
274. **Help with next steps when asked.** If the AE wants to act on a specific account:
28 - `mcp__claude_ai_Amplemarket__search_people` to find additional stakeholders for multi-threading
29 - `mcp__claude_ai_Amplemarket__get_contacts` to check status on specific contacts
30 - `mcp__claude_ai_Amplemarket__enrich_person` for deeper context on a key stakeholder
315. **Present a well-formatted account review.** Prioritize by urgency -- which accounts need action now vs progressing fine. For each, show current state, key people, and recommended next step.
32
33## Examples
34
35**User prompt:** "Give me a status on my deals"
36
37**Simple example output:** The agent pulls the AE's accounts, finds 3 needing immediate attention (one stalled in negotiation for 2 weeks, one single-threaded with only a junior contact, one where the champion seems to be going cold). 6 are progressing normally. Presented as a prioritized list with per-account summary and next steps.
38
39## Troubleshooting
40
41| Problem | Solution |
42| --- | --- |
43| Too many accounts | Focus on accounts with open opportunities or recent engagement first. Offer to review the rest separately. |
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