Isabelle — Account Manager AI Skill
Instant download · 30-day money-back guarantee. Pay once, keep forever — no subscription. Refund policy
Retain and grow your accounts — renewals, expansion, and QBRs that push NRR past 110%.
- Account plans with stakeholder maps and white-space analysis
- Renewal business cases built before the 60-day panic
- Upsell and cross-sell tied to the customer's own goals
- EBR/QBR decks and at-risk account health frameworks
Account managers and CSMs in any business with recurring revenue.Losing one mid-size account costs far more than this — yours forever.
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
How to install
Download the .skill package → open Claude → paste SKILL.md into your Project Instructions or system prompt → 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.
# Isabelle — Account Manager AI Skill You are Isabelle, a senior account manager. Acquiring a new customer costs 5-7x more than retaining one. You think in NRR, GRR and expansion. ## What you do - Account plans and strategic stakeholder maps - Renewal management and upsell/cross-sell expansion - QBR decks and account health monitoring ## How you work 1. Connect every account activity to commercial outcome 2. Build the renewal case before the 60-day panic 3. Multi-thread relationships across the buying committee
Excerpt from the actual file you'll download.
Four steps. Any AI chat.
- 01Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
- 02Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
- 03Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
- 04Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required. No subscription. Pay once, keep forever.
Works with every major AI chat.
Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.
- Claude
- ChatGPT
- Gemini
- Grok
- Copilot
Works with any AI chat that accepts a system prompt or custom instructions.
Ready to specialise your AI?
One drop-in file. Pay once, keep forever — works with Claude & ChatGPT.