Help a new account manager protect and grow revenue by structuring the first 90 days from learning the book of business to driving renewals and expansion. AI agents personalize each milestone to your accounts, segments, and targets.
What's Included
- 30-day handover: Account map, relationship transfer calls, and history and contract review.
- 60-day engagement: Business reviews, health-score setup, and at-risk account triage.
- 90-day growth: Renewal pipeline, upsell and cross-sell plays, and a portfolio performance review.
- AI account assistant: A persistent-memory agent that drafts review decks, follow-ups, and risk summaries.
How To Use
- Clone the board and enter your accounts, segments, and targets.
- Let the AI agent personalize each 30-day phase to your portfolio.
- Track intros, reviews, and renewals as you take over accounts.
- Run the 30/60/90 reviews with your manager and refine plays.
Connect your CRM with a renewal-reminder automation, or explore more role plans in the 30-60-90 day plan templates.