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-ai-skill.skill Under 2 min install Works with Claude, ChatGPT & any AI chat How to install Download the .skill package → open Claude → paste the file contents 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.
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