Changes at my key accounts, with what to do

What changed at your key accounts this week: closures, ratings, phones and websites.

MediumWeeklyAI

B2B sales & business developmentDistributionFinanceRetail

Use this template

What it does

Every Monday: check each of your key accounts on the map, what changed (closed, rating moved, new phone or website), and what the account manager should do about it from xMap AI, by email and on Slack.

In one sentence: Mondays at 08:00, take your table, look each one up on online maps, spot what changed, write a summary of each with xMap AI, then email the list to you and send message to a channel in Slack.

Why it is useful

Account managers learn about a closed branch or a new phone number when an order fails. This flow tells them every Monday.

Who it is for

B2B sales & business development. Sales teams, SDRs and founders who need a steady list of the right businesses to call, with the person to ask for. Every use case for b2b sales

Best use cases

  • A distributor with 300 accounts
  • A bank watching business customers
  • A SaaS company watching its retail customers

What each run gives you

  • An email of changes
  • A Slack post for the account team

The time it saves

Mondays at 08:00. Doing the same work by hand takes about 90 minutes each time; it runs about 4 times a month, so it saves about 6 hours a month (an estimate). It is medium: 7 blocks.

The flow, block by block

  1. Every MondayTrigger · ScheduleStarts the flow on a timetable.
  2. My key accountsYour data · My dataBrings in a table you uploaded or a list you saved on the My data page: your stores, customers, target accounts or sites.
  3. Find each accountxMap data · Map business scanFinds businesses on online maps live: name, category, rating, address, phone, website and whether it is open.
  4. What changed since last weekLogic · What changedLets through only the places this flow found before whose details changed since: closed, a rating that moved, a new phone or website, a new name or address, or any field you name.
  5. What to do about itxMap AI · xMap LLMTell the AI what to do in plain words.
  6. Email me the listAction · EmailSends one email per run with all the items, or one email per item.
  7. Tell the account teamApp · SlackChannel-based messaging platform

Every block can be changed after you use the template: the city, the type of place, the score, where the results go.

Use it now

Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.

How to set it up

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