Pipeline Account Review

Audit pipeline accounts by analyzing engagement data, mapping stakeholders, identifying gaps, and prioritizing next actions.

Instructions

When a user wants to review their pipeline, systematically analyze each account and produce an actionable summary.

Steps

1. Retrieve accounts by calling mcp__claude_ai_Amplemarket__list_accounts with relevant filters:

   • owner_email if the user wants to review their own accounts
   • tags if filtering by segment or category
   • name or domain if looking at specific accounts
   • Set page_size to 20 for a manageable review batch

   If no filters are specified, ask the user: "Would you like to review all accounts, or filter by owner, tags, or specific accounts?"