Why these exist: to show that account management and workflow architecture aren't separate skill sets for me. The same instinct for what a client actually needs drives both.
Eighteen sample accounts you can click into: charts, stakeholder maps, contract details, and an AI-written brief for each one. Ask a question about any single account, or the whole book, and get a real answer back. One feature runs live: enter any real company and it researches them and writes a brief on the spot, safely and for free.
Hand it a quarter of account data and it writes a full business review: what worked, what didn't, the risks, and what to do next. The real point isn't the writing, it's that it follows the same sixteen judgment calls I'd make by hand, and a toggle shows exactly which one shaped each part of the review. Try it with a sample account, fill in your own numbers, upload a messy spreadsheet, or pull data straight from the dashboard.
How I decide which accounts need me today. The CRM's 18 accounts play out 90 days under a playbook of triggers I designed. Automation handles the routine touches, like onboarding nudges and feature tips. Anything it can't resolve lands in a Needs a human queue, with why it fired, what automation already tried, and who to call. Edit the rules, tune the health score, or load the over-automation scenario and watch churn beat doing nothing.
These were built the way I run a book of business: figure out what someone actually needs, then build the smallest thing that delivers it.