Accounts

Accounts gives sales and customer success teams working memory for active relationships. It installs account briefs, meeting notes, health reads, and a roster next to your own sales approach, so your team and its agents can prepare calls and follow-ups from the context that never fits neatly into a CRM field.

What does the Accounts workflow install?

your-folder/                      # The folder where you add the workflow└── accounts/                     # Working memory for active customer relationships    ├── accounts.md               # The roster, owners, stages, and next steps    ├── approach.md               # Your sales and discovery approach    ├── _template/                # The starting point for every new account    └── <company>/                # One folder per customer or prospect        ├── README.md             # Current context and account strategy        ├── health.md             # Risks, momentum, and recommended attention        ├── meetings/             # Dated notes and follow-ups        └── shareables/           # Material prepared for the customer

• One account brief keeps the current situation and strategy easy to scan.
• A shared roster shows owners, stages, last touch, and next steps across accounts.
• Your own sales approach shapes call prep and discovery instead of a generic playbook.

What does Accounts look like in practice?

Prepare for a customer call

• You ask: "Prep me for the Acme call."
• The agent works from: The account brief, recent meeting notes, the health read, and your sales approach.
• You get: A pre-call brief with the relationship stage, key people, priorities, tailored discovery questions, risks, and a suggested next step.

Log a customer meeting

• You ask: "Log these notes from my Acme check-in."
• The agent works from: The notes you provide and the existing account brief.
• You get: A dated meeting file, refreshed open threads and history, plus an updated last touch and next step in the account roster.

How does Accounts adapt to your sales process?

1. Install Accounts from Marketplace in Palette Desktop.
2. Your agent finds the right home for the account folder and adapts the sales approach to your company, product, and customers.
3. Add an account, log a meeting, or ask for a call brief.

Palette Desktop creates a checkpoint before installation, so you can restore the folder if you want to start over.

What can you do after installing Accounts?

Create an account for Acme Corp.              # start the first account
Log these notes from my Acme meeting.         # capture notes and follow-ups
Prepare me for the next Acme call.            # build a grounded call brief
Refresh Acme's relationship health.           # update risks and momentum

gtm-os/├── accounts/       # customers, prospects├── foundations/    # brand, market, strategy├── playbooks/      # sales, content, launches├── work/           # campaigns, projects├── team/           # per-person context└── log/            # decisions, history

presentations/├── presentations.md      # your deck history├── snippets.md           # reusable branded slides├── drafts/               # outlines and slide notes└── slides/               # browser-ready decks    ├── template.html     # the reusable deck engine    └── <presentation>.html # a generated slide deck

company-os/├── accounts/       # customers, relationship health├── gtm/            # brand, playbooks, active work├── product/        # strategy, specs, feedback├── engineering/    # architecture, decisions, runbooks├── ops/            # finance, hiring, admin└── people/         # teammate context