Account Catch-Up - Amy Handbook

Account catch-up

Before you call a client, reply to a prospect, or pick up a relationship that’s gone quiet, ask Amy to catch you up. She pulls your full history across email, calendar, and your CRM into one short brief, so you walk in knowing exactly where things stand.

What you get

A summary of your recent interactions and where the relationship stands
Open threads, commitments, and outstanding next steps
Relevant context from your CRM and files
Suggested ways to move the relationship forward

When to use it

You’re about to reach out to a client or prospect
You’re reviving a relationship that has gone quiet
You’re taking over an account from a colleague and need the full picture

How to activate

Name the person or company. Amy searches everywhere you’ve interacted and pulls it together into a single brief.

Copy and send to Amy

Catch me up on [contact or company]. Pull our full history from my email, calendar, and [CRM], summarise where things stand, list any open threads or commitments, and suggest how to move the relationship forward.

Amy draws on your whole team’s shared history, not just yours, so you get the full picture even if a colleague owned the relationship.

Integrations needed

Email

Calendar

CRM

Call notes (Fireflies, Granola)

Book a free expert session →

Want to get more out of this recipe? Book a free session with an Amy expert and we’ll tailor it to your workflow, no charge.