Oct 1 • General discussion
🚀 Welcome to The AI-First Account Manager Hub
Hey everyone 👋 I’m Grant. After 15+ years managing multi-million-dollar client portfolios in B2B and enterprise, I’ve seen the role of the Account Manager change dramatically. Clients expect faster answers. Leaders want deeper insight. Yet most of us are still buried in admin: updating Salesforce, chasing notes, building decks, and reacting to problems instead of preventing them.
That’s why I built this space.
This community is for Account Managers who want to:
- 💡 Work smarter, not harder — automate repetitive tasks inside Salesforce & Microsoft 365 Copilot.
- 🔎 Spot churn risk early and protect renewals before they slip away.
- 📈 Hit quota faster by spending more time on strategy, upsells, and real client conversations.
- 🚀 Future-proof your career by staying ahead of AI-driven change.
What you’ll find here:
- 🧰 Practical AI workflows (step-by-step with screenshots and prompts).
- 📄 Copy-and-paste prompt packs for follow-ups, QBR prep, renewals, forecasting, and more.
- 🎥 Mini tutorials & live sessions on using Copilot, prompting, and LinkedIn automation
- 🤝 A network of AMs swapping ideas, success stories, and real-world challenges.
Your first action step:👉 Drop a quick intro in the comments:
- Your name & role
- What industry do you work in
- Your biggest time-drain or challenge right now as an AM
This will help me tailor the first workflows and live sessions to what you actually need.
💬 Welcome — this is where we stop drowning in admin and start owning the AM role of the future.
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🚀 Welcome to The AI-First Account Manager Hub
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“The AI-First Account Manager: Work smarter, keep clients longer, and hit quota faster using AI tools & automation.”
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