Course overview
Start hereAI for Account Managers
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Priya's Wednesday, two ways

9 lessons · 24 prompts

A day in the life of an Account Manager: what changes with these prompts.

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Priya is an account manager at a mid-sized software company, handling six client accounts.

Priya starts her Wednesday with a client check-in due for a long-time customer. She opens ChatGPT and uses the client updates prompt. She types: 'Draft a friendly check-in for a client who uses our scheduling tool. Mention the new reporting feature and ask if they need a training session.' The draft is ready in seconds. She edits two sentences and sends it before her first call.

Her next call is a project kickoff with three internal teams. After the call, she uses the meeting notes prompt in Claude. She pastes the transcript, removes client names, and asks for a summary with decisions and action items. The output is clean. She adds owners and deadlines, then shares it with the team.

In the afternoon, a client emails about a billing issue that has been slow to resolve. Priya uses the escalation response prompt in Gemini. She describes the situation without account numbers and asks for a calm, factual reply that apologizes and gives a clear next step. She reviews the draft, softens one line, and sends it. The client replies with thanks.

Before logging off, Priya uses the account review prompt to prepare for a quarterly business review next week. She feeds in notes from the last three months and asks for an outline with wins, usage trends, and two suggested upsell ideas. She now has a solid draft. With the time she saved, she takes a walk before dinner and reads a chapter of her book.

Before

  • Inbox full of client updates
  • Call notes pile up
  • Reports take hours
  • Renewals feel rushed

After this course

  • Updates drafted in minutes
  • Call summaries ready fast
  • Reports built from notes
  • Renewals planned ahead

What you'll learn

  • Client updates: Draft clear check-ins, agendas, and follow-ups that keep clients engaged.
  • Meeting notes: Turn call notes or transcripts into clean decisions and action items.
  • Status reports: Produce recurring reports and account documentation that are accurate and client-ready.
  • Project coordination: Write briefs, timelines, and handoff summaries that keep delivery on track.
  • Feedback and sentiment: Design feedback requests, read responses, and draft replies that show the client was heard.
  • Escalation response: Prepare calm, factual messages and recovery plans when a client issue needs urgent attention.
  • Reviews and renewals: Turn account data into clear reviews, spot expansion signals, and build renewal value cases.
  • Strategic planning: Build longer-term account plans, stakeholder maps, and risk plans that guide growth and retention.

How this course works

  1. 9 lessonsOne task of your job each, from client updates and check-ins to strategic account planning.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish and keep the prompts as your own library.