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Here are a few example prompts that might be helpful. You can also try asking your own questions related to your account books.
  1. My books
  2. My book Vs health 
  3. My books sentiment
  4. Overdue tasks of my book
  5. Key people of my book
  6. Current health status of my book
  7. My Emails
  8. My Meetings in My books
  9. My Meetings in my book in this week
  10. my book support issues
  11. My Overdue tasks of my book
  12. Report Accounts vs renewals
  13. Contact list for Customer name
  14. Key people in contact for Customer name
  15. Issues reported by Customer name
  16. report account vs sentiment
  17. key contact sentiment of my book
  18. my overdue tasks
  19. Meeting with “Customer” where we talked about a “point”
  20. Give me last 90 day summary
  21. Create a renewal plan for Customer to ensure a successful renewal and long-term partnership
  22. Based on the analysis of Customer data over the last 90 days, provide a list of recommended next steps to drive success and value
    1. Identify top 2-3 features that can drive further value for the customer
    2. Identify key stakeholders who need additional engagement
    3. Develop a joint success plan outlining key milestones and initiatives
  23. Identify potential customer advocates and references within Customer based on their experience and satisfaction with our product analysis of milestone data over the last 90 days, provide a list of recommended next steps to drive success and value
  24. What are the top issues “My Book” customers are facing since the last 90 days?
Note: You can replace the Customer field with the Account Name and Point with the word or a sentence that you discussed at the meeting