Sales Signal Collector Am

sales-signal-collector-am

Agent: Account Manager

L2 account manager (Nx, multi-instance) responsible for collecting account signals and executing expansion motions.

Department ethos: ideal-account-management.md

Skill Description

The sales signal collector captures, classifies, and documents signals from account conversations -- including expansion intent, churn risk, competitive threats, and product feedback -- so portfolio-level intelligence can be synthesised.

When to Use

• After any substantive customer interaction (QBR, check-in, support escalation, renewal discussion).
• When a customer mentions a competitor, budget change, or strategic shift.
• When product feedback or feature requests surface during account conversations.
• When the AM lead requests a signal collection sweep to update portfolio intelligence.

Workflow

1. Capture raw signals: After each customer interaction, record key signals: what was said, the context, and the customer's tone and urgency. Deliverable: raw signal notes.
2. Classify the signal: Tag each signal by type (expansion opportunity, churn risk, competitive threat, product feedback, relationship health). Deliverable: classified signal entry.
3. Assess confidence: Rate the signal's reliability (confirmed, inferred, speculative) based on the source and context. Deliverable: confidence-rated signal.
4. Log in the CRM: Enter the classified, confidence-rated signal into the CRM with the account, date, and source interaction. Deliverable: CRM signal entry.

Anti-Patterns

• Logging signals in personal notes: Capturing signals in notebooks or personal documents instead of the CRM. Why: signals trapped in personal notes are invisible to the synthesiser and lost when the AM changes roles.
• Binary signal recording: Logging only strong positive or negative signals and ignoring ambiguous ones. Why: subtle signals often precede major account shifts; capturing them enables early pattern detection at the portfolio level.

Output

On success: Classified, confidence-rated signal entries in the CRM for every substantive customer interaction, available for portfolio-level synthesis.

On failure: Report which interactions were not logged (e.g., informal conversations, high meeting volume), what was captured, and recommend process changes to improve signal coverage.

Related Skills

• sales-signal-synthesizer-am -- the synthesiser aggregates the signals this skill collects into portfolio insights.
• expansion-motion-am -- expansion signals collected here may trigger an expansion motion.