The Walkthrough/Revenue

Is Your Team Chasing the Best Opportunities? Know for Sure.

Watch Rafael take real CRM data, call transcripts, and company news for 25 accounts and turn them into a ranked priority list — with scores, evidence, and suggested next actions.

Watch the Walkthrough

What this guide covers

Why commercial teams struggle to prioritize the right existing accounts
How AI can combine structured and unstructured data
What a lightweight DIY workflow could look like using GPT or Gemini
What the ranked output table should include
Where the manual version breaks and what a more connected internal workflow could become

Opportunity Prioritization Starter Kit

Get the companion asset for this guide and try a lightweight version of the workflow yourself.

What's inside

Master prompt
External research prompt
Data prep checklist
Results review worksheet
Example output table

Ready to get started?

Key takeaway

A strong first AI use case is often a decision problem where the answer is spread across multiple systems. AI becomes useful when it helps combine scattered signals into a practical next step.

What the output could look like

Account	Opportunity Score	Priority Tier	Why It's Interesting	Internal Evidence	External Signal	Suggested Next Action
Grandview Hotel Group	87	Tier 1	Multiple properties expanding, mentions of new location in call notes	3 service calls in 60 days, upsell mentioned	Recent hiring posts for facility managers	Schedule expansion review call
State University System	74	Tier 2	Contract renewal approaching, historical growth pattern	20% YoY spend increase, positive NPS	New campus construction announced last quarter	Prepare bundled renewal proposal
First Regional Bank	68	Tier 2	Using only one product line, clear cross-sell opportunity	High satisfaction scores, quick payment history	New CFO hired, budget planning underway	Send cross-sell case study

Example data shown. Actual output will be based on your CRM data and configured signals.

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