Account 360 View

The problem this kills

Before every customer call, your reps go on a scavenger hunt. They open the CRM for contacts, a deals report for the pipeline, an email thread for the last conversation, a spreadsheet for the renewal date, and a support tool to check whether the account is angry right now. Ten tabs and fifteen minutes later, they finally have context - and that's per call, several times a day, across the whole team.

When the prep is that expensive, people skip it. Reps walk into calls cold, miss that a deal stalled or a support ticket blew up, and the customer can tell. The information existed the whole time. It was just scattered.

What you'll build

A single Account 360 View: one screen per customer that aggregates everything in one place. Pull your exports of accounts, contacts, deals, activities, and (optionally) quotes and renewals, join them on account id, and render a prep-ready page showing the contacts, open and won deals, a date-sorted activity timeline, the renewal date, and any support flags.

The view itself is read-only - it's an aggregation, not another place to make a mess. When a rep does need to change an account-level field (owner, tier, status), the change is staged and approved before it's written back, and a clean enriched CSV comes out the other end in the exact columns your system expects.

What's inside the Implementation Plan

• It interviews you first. Before building anything, the plan has the AI agent interview you about your actual sales process, the systems and spreadsheets you use, your real field names and account-id conventions, your volumes, and your messiest edge cases. It reflects a short tailored spec back to you and waits for your thumbs-up - so you get a tool shaped around your business, not a generic template.
• A step-by-step build, each step ending in a ready-to-paste prompt.
• An importer that joins all your source files on account id and surfaces orphans - accounts that don't match across files - instead of silently dropping them.
• A likely-duplicate warning when two accounts look like the same company by name.
• A clean activity timeline sorted by date across every source.
• A staged-edit + approval flow for account-level fields.
• The "No API yet?" fallback so you can build the whole thing today from Google Sheets / CSV and export a clean enriched CSV - no integration required.

The governance it includes (this is the point)

This isn't a toy. The plan bakes in the controls that make an internal tool safe to actually use:

• Login so only your team can open it.
• Row-level security so each rep sees only their own accounts.
• A complete audit trail: who changed what, and when.
• A hard human-in-the-loop approval gate - edits to account-level fields are drafted, reviewed by a person, and only then committed back.
• Duplicate guards keyed on account id, plus a name-match warning, so the same company can't quietly become two records.

Who it's for

Account executives and account managers who burn real time assembling context before every customer interaction - and the sales ops person who's tired of being asked for "just one more report." If you've ever wished the whole picture of an account lived on one page, this is your weekend project.

You've got this - paste the first prompt and let the agent interview you.