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.mdThe roster, owners, stages, and next steps
- approach.mdYour sales and discovery approach
- _template/The starting point for every new account
- <company>/One folder per customer or prospect
- README.mdCurrent context and account strategy
- health.mdRisks, 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?
- Install Accounts from Marketplace in Palette Desktop.
- Your agent finds the right home for the account folder and adapts the sales approach to your company, product, and customers.
- 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
FAQ
What does the Accounts workflow install?
It adds an accounts workspace with reusable account and health templates, a shared roster, your sales approach, and a workflow for creating accounts, logging meetings, preparing calls, and refreshing relationship health.
How does Accounts prepare me for a call?
When you ask for call preparation, the workflow reads the account brief, health read, meeting history, next steps, and your sales approach to produce a grounded brief.
Learn how Marketplace setups work
Related folder systems and workflows
Folder system: GTM OS
Keep brand, market, strategy, accounts, campaigns, playbooks, team context, and GTM memory in one folder.
- gtm-os/
- accounts/customers, prospects
- foundations/brand, market, strategy
- playbooks/sales, content, launches
- work/campaigns, projects
- team/per-person context
- log/decisions, history
Workflow: Presentations
Turn Markdown drafts into polished HTML slide decks with presenter notes, themes, and PDF export.
- presentations/
- presentations.mdyour deck history
- snippets.mdreusable branded slides
- drafts/outlines and slide notes
- slides/browser-ready decks
- template.htmlthe reusable deck engine
- <presentation>.htmla generated slide deck
Folder system: Company OS
Keep company context across accounts, GTM, product, engineering, operations, and people in one shared folder.
- 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