account-managerlisted

# Account Manager Skill Manages contacts, deal pipelines, and follow-up scheduling like a lightweight CRM. ## When to Use - User wants to add, view, or search contacts - User asks about deal pipeline or sales stages - User needs to schedule or check follow-ups - User wants to import/export contacts - User asks "who should I follow up with?" ## When NOT to Use - Finding new people → use `discovery-engine` - Sending emails → use `outreach-manager` or `email-composer` - Platform actions → use platform adapters ## Core Operations ### Add Contact ```bash python .claude/scripts/account_manager.py add "Name" --email e@co.com --company "Co" --role "CTO" --source exa --tags "ai,founder" ``` ### Pipeline Management ```bash python .claude/scripts/account_manager.py deal CONTACT_ID --stage qualified --value 25000 python .claude/scripts/account_manager.py pipeline ``` ### Follow-ups ```bash python .claude/scripts/account_manager.py followup CONTACT_ID --date 2026-02-01 --note "Send case study" python .claude/scripts/account_manager.py overdue ``` ### Search & Export ```bash python .claude/scripts/account_manager.py search "CTO ai startup" python .claude/scripts/account_manager.py export --format csv --output output/contacts.csv ``` ## Data Storage - `output/accounts/contacts.json` — Contact database - `output/accounts/deals.json` — Deal pipeline - `output/accounts/followups.json` — Scheduled follow-ups ## Integration Points - `discovery-engine` → discovered people can be add