/analyze-accounts Command

Purpose

Analyze all account activity and select the 5 accounts needing prospecting attention today.

Instructions for Claude Code

Data Sources to Analyze

• Read activity logs from all account folders in ~/Desktop/{YOUR_DIRECTORY}/accounts/
• Check activity_log.md files for last contact dates and engagement patterns
• Review profile.md files for account context and status
• Cross-reference with _system/calendar_events.json for upcoming meetings
• Check opportunities/ folders to identify accounts with active deals

Account Selection Criteria

1. Exclude accounts with open opportunities - These are already being worked and don't count toward the 5 prospecting accounts
2. Prioritize by staleness - Accounts with no contact in 14+ days get higher priority
3. Consider account value - Larger companies or strategic accounts get weighted higher
4. Factor in timing - Upcoming meetings or events create urgency
5. Limit to 5 accounts maximum for focused execution

Research Enhancement

For each selected account, use web search to find:

• Recent company news (acquisitions, funding, leadership changes)
• Industry awards or recognition
• Executive speaking engagements or conferences
• Earnings announcements or financial news
• Product launches or strategic initiatives
• Any time-sensitive opportunities for outreach

Output Requirements

IMPORTANT: Overwrite the previous day's file completely. Do not append.

Create/overwrite ~/Desktop/{YOUR_DIRECTORY}/_system/daily_priority_accounts.json with:

{

  "selection_date": "2025-06-23",

  "selection_criteria": "Accounts selected based on staleness (14+ days), account value, and timing. Excludes accounts with active opportunities.",

  "excluded_accounts_with_opportunities": [

    "Account Name 1",

    "Account Name 2"

  ],

  "priority_accounts": [

    {

      "account_name": "Company Name",

      "last_contact_date": "2025-06-05",

      "days_since_contact": 18,

      "priority_score": 85,

      "selection_reason": "No contact in 18 days, large strategic account, Q4 planning season approaching",

      "recent_news": [

        {

          "headline": "Company announces new CMO",

          "date": "2025-06-20",

          "relevance": "New leadership, opportunity for fresh outreach",

          "source_url": "https://..."

        }

      ],

      "upcoming_events": [

        {

          "event": "Meeting with existing contact",

          "date": "2025-06-25",

          "relevance": "Can reference in outreach to new contacts"

        }

      ],

      "account_context": "Enterprise retail, previous discussions around XYZ implementation"

    }

  ],

  "total_accounts_analyzed": 35,

  "accounts_with_active_opportunities": 8,

  "accounts_contacted_recently": 12,

  "accounts_selected_for_prospecting": 5

}

Additionally, ensure any relevant research is added to that account's profile.

Execution Notes

• This command should be run first thing in the morning
• Always overwrite the previous day's priority accounts file
• Focus research on finding timely, relevant news for each account
• Ensure variety in account selection (don't just pick the oldest)
• Document reasoning clearly for review and optimization