Ebook: AI for Account Managers

A Practical Guide to Help You Save Time, Drive Growth, and Strengthen Client Relationships
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AI is not here to replace Account Managers.
It is here to:
01
Automate repetitive tasks.
02
Surface insights that would otherwise take hours to research.
03
Free you to focus on building stronger client relationships.
Stop guessing when it comes to AI
This guide skips the hype and shows you what’s actually working right now. Inside, you'll learn:
How to prep QBRs in under an hour using AI
Which tasks to automate (and which to own yourself)
Real workflows that free up 10–20+ hours a month
Prompts you can copy, test, and reuse
A 90-day rollout plan that works in the real world
Level Up with AI
This guide is for Account Managers who want to work smarter, not just faster. If you’re stuck in low-leverage admin work, curious about AI but unsure where to start, or tired of abstract use cases with no practical value, this ebook is built for you.
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