name: account-manager
description: |
CRM-style contact and deal pipeline management. Use this skill when the user wants to
manage contacts, track deals, schedule follow-ups, or export contact lists.
allowed-tools:
- Bash
- Read
- Write
- Glob
- Grep
- AskUserQuestion

Account Manager Skill

Manages contacts, deal pipelines, and follow-up scheduling like a lightweight CRM.

When to Use

• User wants to add, view, or search contacts
• User asks about deal pipeline or sales stages
• User needs to schedule or check follow-ups
• User wants to import/export contacts
• User asks "who should I follow up with?"

When NOT to Use

• Finding new people → use discovery-engine
• Sending emails → use outreach-manager or email-composer
• Platform actions → use platform adapters

Core Operations

Add Contact

python .claude/scripts/account_manager.py add "Name" --email [email protected] --company "Co" --role "CTO" --source exa --tags "ai,founder"

Pipeline Management

python .claude/scripts/account_manager.py deal CONTACT_ID --stage qualified --value 25000
python .claude/scripts/account_manager.py pipeline

Follow-ups

python .claude/scripts/account_manager.py followup CONTACT_ID --date 2026-02-01 --note "Send case study"
python .claude/scripts/account_manager.py overdue

Search & Export

python .claude/scripts/account_manager.py search "CTO ai startup"
python .claude/scripts/account_manager.py export --format csv --output output/contacts.csv

Data Storage

• output/accounts/contacts.json — Contact database
• output/accounts/deals.json — Deal pipeline
• output/accounts/followups.json — Scheduled follow-ups

Integration Points

• discovery-engine → discovered people can be added as contacts
• outreach-manager → campaigns pull from contact lists
• analytics → tracks engagement per contact
• workflow-engine → follow-up sequences reference contacts

Agent

The account-planner agent (.claude/agents/account-planner.md) plans multi-step follow-up sequences based on deal stage and contact history.