Account Executive workflows — Phoenix GTM Marketplace
Workflows for account executive, ready to launch in Claude, ChatGPT, or Phoenix Playground.
By role
By GTM challenge
Required MCP servers
Account Research Brief
Walk into your next discovery already mapped — vendors, spend, stakeholders, signals, all cited.
Pre-Call Brief
Turn 5 minutes between meetings into a cited cheat-sheet — facts, signals, stakeholders, openers.
Peer Comparison Brief
Open with 'every peer in your cohort runs X — you don't' instead of vague competitive FUD.
Discovery Question Generator
Replace the same six discovery staples with 10 questions tied to your prospect's real stack.
Getting Started
New to Phoenix? Start here — a guided first run that detects your tools, asks two quick questions, and runs a real workflow with you.
CCP — Customer/Client Context Profile
Walk into the meeting knowing what they said on the last earnings call, who they just hired, and what to lead with.
QBR Pre-Read
Replace the rerun-last-quarter's-deck habit with a brief that surfaces what actually changed.
Champion-Change Alert Brief
Your champion left. Get a 5-minute recovery brief — replacements, outreach, defensive moves.
Re-engagement Brief
Walk back into a dormant account with a reason to call — not 'just checking in' fatigue.
Whitespace Cross-Sell Map
Replace 'what else can we sell them' brainstorms with peer-anchored cross-sell rankings.
Stakeholder Map & Outreach Angles
Stop pinging the same VP three times — get a real buying-committee map with sourced signals.
Vendor Sprawl & Consolidation Map
Find every category where your prospect runs 5 point-solutions and 1 platform would do.
Renewal Risk Brief
See churn coming 6-12 months before the alarm — with named save actions for at-risk accounts.
Executive Briefing Doc
Hand your champion a CEO briefing that survives the 30-second skim and the CFO's red pen.
IT Spend Benchmark vs Peers
Hand your CFO conversations spend deltas they can take to the board — not vendor talking points.
Tech Stack Modernization Map
Walk in with 'your peers switched from Y to X in 2024' instead of generic modernization talk.
Account Plan One-Pager
Replace 12-page account plans nobody reads with a 400-word one-pager your QBR will trust.