Pipeline Account Review

Pipeline Account Review

Audit pipeline accounts by analyzing engagement data, mapping stakeholders, identifying gaps, and prioritizing next actions.

Instructions

When a user wants to review their pipeline, systematically analyze each account and produce an actionable summary.

Steps

1. Retrieve accounts by calling mcp__claude_ai_Amplemarket__list_accounts with relevant filters:

   • owner_email if the user wants to review their own accounts
   • tags if filtering by segment or category
   • name or domain if looking at specific accounts
   • Set page_size to 20 for a manageable review batch

   If no filters are specified, ask the user: "Would you like to review all accounts, or filter by owner, tags, or specific accounts?"

2. Get detailed data for each account by calling mcp__claude_ai_Amplemarket__get_account for each account ID returned. Extract:

   • Engagement stats (emails sent, opens, replies, meetings booked)
   • CRM opportunity data (stage, amount, close date)
   • AI-generated insights
   • Account tags and owner
   • Last activity date

3. Map stakeholders at key accounts by calling mcp__claude_ai_Amplemarket__search_people for the top-priority accounts with:

   • company_domains: [account domain]
   • person_seniorities: ["C-Suite", "VP", "Head", "Director", "Manager"]
   • full_output: true
   • page_size: 10

   Compare found stakeholders against the contacts already engaged (from account data) to identify gaps in the buying committee.

4. Score account health for each account on a scale of 1-10 based on:

   • Engagement recency (3 points): Last activity within 7 days = 3, within 30 days = 2, within 90 days = 1, older = 0
   • Engagement depth (3 points): Replies received = 3, opens no engagement = 0
   • Stakeholder coverage (2 points): 3+ stakeholders engaged = 2, 1-2 = 1, none = 0
   • Pipeline stage (2 points): Active opportunity = 2, prospecting = 1, no opportunity = 0

5. Classify each account into priority tiers:

   • Hot (8-10): Active engagement, strong multi-threading, opportunity in pipeline
   • Warm (5-7): Some engagement but gaps in coverage or stalled momentum
   • Cold (1-4): No recent engagement, limited stakeholder access, no active opportunity
   • At Risk: Previously warm/hot but engagement has dropped significantly

6. Generate recommended actions for each account:

   • Hot: Advance the deal. Suggest specific next steps
   • Warm: Re-engage or multi-thread. Identify who to contact and with what message
   • Cold: Re-evaluate fit or re-approach. Suggest new angles or stakeholders
   • At Risk: Urgent action needed. Specific recovery plays

7. Format the pipeline review with:

   • Executive summary (total accounts, distribution by tier, key trends)
   • Priority-ordered account table with health scores
   • Detailed recommendations per account
   • Stakeholder gap analysis

Important Notes

• Limit the detailed stakeholder search (step 3) to the top 5-10 accounts to avoid excessive API calls.
• If reviewing a large pipeline, offer to paginate: "You have 45 accounts. Shall I review the first 20 and then continue?"
• Adjust health scoring criteria if the user specifies their own definitions of engagement quality.

Customizing Health Score Thresholds

The default thresholds (7-day / 30-day / 90-day engagement windows) work for typical mid-market sales cycles of 30-60 days. Adjust them for different selling motions:

• Enterprise sales (90-180 day cycles): Relax recency thresholds. Last activity within 30 days = 3 points (instead of 7 days). Within 90 days = 2. Within 180 days = 1. Enterprise deals naturally have longer gaps between touchpoints.
• SMB / transactional sales (7-21 day cycles): Tighten thresholds. Last activity within 3 days = 3 points. Within 7 days = 2. Within 14 days = 1. Stale SMB deals are likely dead.
• PLG / product-led motions: Add product usage signals if available. Deprioritize outbound engagement metrics and weight pipeline stage and stakeholder coverage more heavily.

Tell the user: "I'm using default health scoring for a mid-market sales cycle. Want me to adjust thresholds for your typical deal length?"

Examples

Example 1: Full Pipeline Review

User prompt: "Review my pipeline - my email is rep@ourcompany.com"

What the skill does:

1. Calls mcp__claude_ai_Amplemarket__list_accounts with owner_email: "rep@ourcompany.com".
2. Calls mcp__claude_ai_Amplemarket__get_account for each account.
3. Calls mcp__claude_ai_Amplemarket__search_people for top accounts to find stakeholder gaps.
4. Produces the pipeline review.

Example output:

PIPELINE REVIEW - rep@ourcompany.com

Executive Summary

• Total accounts: 18
• Hot: 3 | Warm: 7 | Cold: 5 | At Risk: 3
• Average engagement score: 5.2/10
• Key concern: 3 previously active accounts have gone silent in the last 30 days.

Account Priority Table

Stakeholder Gap Analysis (Top 5 Accounts)

Example 2: Filtered Review by Tag

User prompt: "Show me account health for my enterprise accounts"

What the skill does:

1. Calls mcp__claude_ai_Amplemarket__list_accounts with tags: ["enterprise"].
2. Retrieves and scores each account.
3. Returns a focused enterprise pipeline review.

Example 3: Stalled Account Identification

User prompt: "Which accounts should I focus on this week? I want to find stalled deals."

What the skill does:

1. Retrieves all accounts for the user.
2. Scores and classifies each.
3. Filters to "At Risk" and "Warm" tiers with declining engagement.
4. Returns a focused action plan for the 5-7 accounts that need immediate attention this week.

Troubleshooting