CSM Account Prep

Prepare a concise account brief before a customer meeting.

Usage

/csm-account-prep [company name]

Data Collection

1. Attio CRM

Search for the company in Attio. Pull: - Company record (industry, employee count, subscription status, MRR) - Deal record (stage, value, close date, owner) - Associated people (names, titles, emails)

2. Gmail — Recent Threads

gws gmail users messages list --params '{"userId": "me", "q": "[company name]", "maxResults": 20}'

Read the last 10 emails. Extract: - Last contact date - Open questions or requests from the client - Any unanswered emails (flag these) - Recent orders or issues discussed

3. Calendar — Meeting History

gws calendar events list --params '{"calendarId": "primary", "timeMin": "[3 months ago]", "timeMax": "[2 weeks from now]", "singleEvents": true, "q": "[company name]"}'

4. Call Transcripts

Check tl;dv Google Drive folder (ID: 1KeSKW4kNt2Ua5jYiyecOzTFcHHn0-3C-) for recent recordings:

gws drive files list --params '{"q": "'\''1KeSKW4kNt2Ua5jYiyecOzTFcHHn0-3C-'\'' in parents and name contains '\''[company or contact name]'\''", "pageSize": 5, "orderBy": "modifiedTime desc"}'

Read the most recent transcript.

Also check Granola for meeting notes if available.

Output Format

Generate a one-page brief:

[Company Name] — Meeting Prep Date: [today] Last Contact: [date + channel]

Account Snapshot - Subscription: [status] - MRR: [amount] - HRIS: [system] - Key Contact: [name, title, email]

Recent Activity (last 30 days) - [Bullet points of key interactions]

Open Items ⚠️ - [Anything the client is waiting on from us] - [Unanswered emails]

Talking Points - [3-5 suggested topics based on recent activity]

Risks / Opportunities - [Anything to watch for]