Top 3 Ways AMs Are Using AI to Work Smarter

Most Account Managers using AI are still stuck in the shallow end. They’re generating summaries, tidying up emails, maybe writing a few bullet points for a QBR. Useful? Sure. Strategic? Not even close.

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The real gains start when you stop treating AI like a shortcut and start using it to change how you operate. The top-performing AMs aren’t chasing time savings—they’re using AI to think bigger, move faster, and drive real account growth.

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Here are three ways they’re doing it:

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1. Turning AI into an Expansion Engine

High-performing AMs are using AI to spot whitespace they used to miss. Not because they asked ChatGPT “what should I upsell”—but because they’re feeding it real account context. They load customer notes, past QBRs, and internal project summaries. Then they ask better questions:

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• Where have we delivered measurable value?
  
  
• What problems are unresolved?
  
  
• What internal shifts are creating new needs?
  
  

With this context, AI becomes an opportunity lens—not a guessing machine.

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2. Building Strategic QBR Engines

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The best AMs don’t prep QBRs manually anymore. They build repeatable AI workflows:

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• One prompt pulls performance data.
  
  
• Another drafts the customer-facing narrative.
  
  
• A third suggests strategic questions to ask based on prior feedback.
  
  

The result: QBRs that are clearer, faster to prep, and more client-centered.

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AI doesn’t just save time. It sharpens the signal. It helps AMs stop flooding the deck with charts and start showing clients what matters—and what to do next.

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3. Using AI as a Partner for Strategic Thinking

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The smartest AMs are using AI to pressure-test their plans. They upload an account plan and ask AI to act as a skeptical VP: “What would a CFO push back on?” or “Where is this plan too light?”

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They simulate objections, roleplay conversations, and even map stakeholder power structures—all before the meeting.

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This isn’t automation. It’s amplification. It’s how you use AI to raise the floor, build trust, and show up sharper than anyone expects.

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If you’re still using AI for surface-level tasks, you’re missing the bigger opportunity: faster insights, stronger prep, and smarter execution.

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The AMs getting the most out of AI? They’ve stopped hacking their way through prompts—and started building real systems.

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You can too.

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Learn how inside AMplify’s course: AI Fundamentals for Account Managers: https://www.amplifyam.com/courses/ai-fundamentals-for-account-managers