AI will most certainly replace 99% of the work it takes to create enterprise grade account plans.

What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

AI will most certainly replace 99% of the work it takes to create enterprise grade account plans.

I can't believe how much time reps spend creating account plans.

For one of my enterprise clients—AEs spend 1-2+ hours creating an account plan before they even begin reaching out. It's crazy and wildly inefficient.

Here's the problem:

❌ You waste hours on accounts only to find they're a bad fit, the timing isn't great, etc
❌ Command + F searches for keywords don't find patterns, they find words (good luck!)
❌ Because account plans take so much work, the hardest part is getting started

Here's where AI comes in...

Let's say you sell a cybersecurity solution.

Here's how to make account planning a ton easier.

✅ Use a tool like Seeking Alpha to find the most recent quarterly earning report
✅ The report is great, but the gold is in the transcript of the call
✅ Copy/paste that into a Google Doc
✅ Use Google Gemini and drop in the prompt below

I sell a cybersecurity solution that helps security teams detect security anomalies in their information technology and operational technology, protect those assets, and remediate findings to fix them.

This document is a transcript of their most recent quarterly earnings call.

I'm looking for any mentions or risks related to:

- Cybersecurity threats
- Cybersecurity initiatives
- Hesitance from executives on their confidence or abilities to detect or remediate these instances

Provide details related to:

- Specific individuals or departments in charge of these initiatives
- Internal language they use related to project names, initiatives, goals, OKRs, etc

Help me answer these questions both from this document and Google research:

- Top 5 business objectives from their most recent quarterly earnings report
- Top 5 business challenges
- Important industry news to know about related to the account
- Top 5 competitors
- Important news related to the company in the last 12 months

Can you help me?


~~~


Voila! You just did an hour's worth of work in a few min.

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