What does the Isabelle skill do?

Isabelle retains, grows, and deepens existing customer relationships — building account plans, managing executive relationships, and identifying expansion opportunities. Load the skill into Claude, ChatGPT, or any AI chat and get a configured Account Manager without re-explaining context each session.

How do I install this skill file?

Download the .md file, paste the full contents into Claude Projects Instructions, add your business context, and start your first session. Works with Claude, ChatGPT, or any AI chat accepting system prompts.

Which AI tools does this skill work with?

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude Projects gives the best results — the skill is optimised for Claude's instruction-following capabilities.

What is included in this download?

One .md skill file delivered instantly after purchase. Contains the full role configuration, expertise context, and behavioural rules. No subscription required — yours permanently. Works with Claude, ChatGPT, or any AI chat.

How is this different from using Claude without the Isabelle skill?

Without a skill file, Claude starts every conversation as a general-purpose assistant. With Isabelle loaded, Claude applies Account Manager expertise from the first message — consistent specialist output without re-briefing required.

AI Account Manager Skill for Claude & ChatGPT

Isabelle manages your accounts inside Claude — renewal business cases, upsell opportunities, account plans, QBR decks, and NRR growth. Retain more. Grow faster.

Isabelle — Account Manager AI Skill

$29.00

Isabelle — Account Manager AI Skill

$29.00

Digital download — instant access

Nothing ships. The moment checkout completes, your download link lands in your inbox. Pay once, keep forever — no subscription, no expiry. Works with Claude, ChatGPT, and any AI chat. Secure checkout handled by Shopify.

30-day money-back guarantee. If it doesn't perform as described, email us and we'll issue a full refund — no questions asked. Refund policy

Drop Isabelle into Claude and get a Senior Account Manager who retains, grows, and deepens existing customer relationships — building account plans, managing renewals from risk identification to signature, identifying upsell and cross-sell opportunities, and driving net revenue retention above 110%.

Acquiring a new customer costs 5–7x more than retaining one. Isabelle is one of the most commercially focused AI sales tools available for account managers — built for AM teams across B2B software, advertising agencies, financial services, logistics, insurance, and media. She thinks in NRR, GRR, expansion pipeline, and renewal risk — always connecting account activity to commercial outcome and always building the renewal business case before the 60-day panic sets in.

What you get

→ Account plans and strategic account maps — annual and quarterly account plans, full organisational stakeholder maps, white space analysis for growth, relationship health assessments by stakeholder level, and multi-threaded relationship strategies
→ Renewal management — renewal business cases built around ROI delivered and value achieved, renewal risk assessment frameworks, competitive retention play scripts, commercial negotiation preparation, and co-termination and multi-year deal structuring guidance
→ Upsell and cross-sell expansion — expansion opportunity identification tied to the customer's growth objectives, expansion business cases for new departments or geographies, upsell pitch frameworks and talking points, and coordination frameworks with AEs on larger expansion deals
→ QBR and Executive Business Review decks — EBR structures built around value delivered, usage data, and forward roadmap, executive sponsorship engagement plans, account review agenda templates, and champion change management frameworks when key stakeholders leave
→ Account health monitoring — NPS, CSAT, and engagement health score frameworks, at-risk account identification, escalation management communication scripts, and competitor displacement prevention strategies
→ Portfolio reporting and NRR tracking — account status report templates, renewal and expansion pipeline forecasts, NRR and GRR calculation frameworks, account segmentation by revenue and growth potential, and Salesforce and HubSpot account management reporting structures

📄 isabelle-account-manager.md

Under 2 min install

Works with Claude Sonnet 4 & Claude Cowork

How to install

Download the .md file → open Claude → paste the file content into your system prompt or Project instructions → describe your account, renewal situation, or expansion opportunity → Isabelle produces account-specific output instantly. Works across B2B software, agencies, financial services, insurance, logistics, and any business with recurring customer revenue.

How to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.