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AI agent for executive vice presidents

Key Account Health Review Agent

Spot at-risk top accounts early and verify that actions bring the signals back.

Risk managementMonitoringAnalysisManagementSales
See how it worksGet access
Key Account Health Review Agent: what goes in, what the agent does and what you get

What it does

A top account rarely leaves without warning. Orders get smaller, a new buyer appears, complaints stay open and the customer stops attending reviews. Each sign sits in a different system. This agent reads orders, tickets and contacts monthly for each top account, scores the risk signals, and compares them with the account plan. For accounts at risk it drafts a review note with the evidence and suggested actions. After the owner acts, it checks that the signals improve. The executive approves outreach. Edge case: a drop in orders that matches a known seasonal pattern is not scored as a risk.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Monthly account review begins 2 USES A TOOL Read orders, tickets and contacts for each topaccount 3 DOES Compare each signal to the account's own history andseason 4 DOES Score the risk 5 CHECKS THE RESULT Do three or more signals worsen together? If not: Mark the account as healthy and keep on thewatch list. Back to step 3. 6 USES A TOOL Check the account plan for planned actions 7 DOES Draft a review note with evidence and suggestedactions 8 YOU APPROVE Executive approves outreach 9 USES A TOOL Recheck signals weekly after the action 10 CHECKS THE RESULT Did the signals improve within 6 weeks? If not: Escalate with a new proposal. Back to step 6. 11 RESULT Account health report
Read the steps as a list
  1. Monthly account review begins
  2. Read orders, tickets and contacts for each top account
  3. Compare each signal to the account's own history and season
  4. Score the risk
  5. Do three or more signals worsen together?If not: Mark the account as healthy and keep on the watch list. Back to step 3.
  6. Check the account plan for planned actions
  7. Draft a review note with evidence and suggested actions
  8. Executive approves outreachThe agent waits here for your OK.
  9. Recheck signals weekly after the action
  10. Did the signals improve within 6 weeks?If not: Escalate with a new proposal. Back to step 6.
  11. Account health report

How it decides

Scores each signal against the account's own history and flags accounts where three or more signals worsen together.

  • Three or more worsening signals mean at risk
  • Order drop under the seasonal norm is ignored
  • A new buyer contact with no meeting in 60 days is a signal
  • Open complaint over 30 days is a signal

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Number of signals that flag an account (default 3)
  • Accounts included
  • Seasonality adjustment
  • Recheck cadence
  • Who receives notes

What keeps you in control

It always asks you first

  • Outreach to the customer
  • Any discount or offer
  • Changes to the account plan

Hard limits

  • Never contact the customer directly
  • Never offer a discount

It stops when

  • Done: signals back to normal
  • Stop: account lost, record the reason
  • Stop: owner takes over

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAn account normally orders 120,000 a month. The agent sees orders at 85,000, a new procurement contact and a complaint open 41 days. Three signals trigger. It drafts a note and suggests an executive visit. The manager approves outreach. Six weeks later orders are 105,000 and the complaint is closed. The check still fails, so the agent proposes a second review.

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