graph8 for Account Manager

A field guide for Account Manager. Live URLs, real surfaces. Screenshots captured from a showcase tenant with public-company data only.

The five things to use today

01. Your book + expansion levers per customer

Open /deals/l/customers, sort by MRR desc, open the top accounts one at a time. The right-rail Customer Health card shows MRR · ARR · Health · Expansion Levers · Risk Signals · Role Assignments — that’s your QBR prep.

Open it at

• app.graph8.com/deals/l/customers — your paying customers
• Click any customer → Overview tab with Health/Expansion right rail

Fig 1.1 — /deals/l/customers. your paying customers. Columns: MRR · Plan · Subscription · Customer Since · Owner · Stakeholders · Deals · Deal Value. Sort by MRR desc — top accounts come first. Filter Owner = you for your book.

live AM brief · a paying customer · captured 2026-05-20 MRR · ARR$8,800 · $105,600 HealthCritical (Score 0) Engagement (30d)0 / 0 / 0 / 0 / 0 Risk signalNo meeting on record Expansion leverCredits exhausted: 0 Owner assignmentsSDR · AE · CSM — all Unassigned

Try this now

AM move. Sort book by MRR desc. Open the top 5. Each “Critical” health badge with “No meeting on record” = book a QBR this week. Each high-credit-usage customer = expansion conversation. Each unassigned-Owner row = ask the manager to assign before someone else picks up the renewal email.

02. Conversion pipeline + win-back — Trials and Churned

Trials about to convert (or expire). Churned customers ranked by recency — your win-back funnel.

Open these

• app.graph8.com/deals/l/trials — Active + Expired sub-tabs, with countdown timers
• /deals/l/churned — ex-customers with Churn Reason column

Fig 2.1 — /deals/l/trials. Active trials with Trial Ends countdown + Source + Referrer + First Touch. Anyone < 14d left = immediate call. The Expired sub-tab is your “missed conversion, send a discount email” list.

Fig 2.2 — /deals/l/churned. Ex-customers: Gmail · riseup-asia-llc · x-hydration · a sample deal · Lombard Metals · Quantum Global Airways. Churn Reason column is mostly empty today — fix that by logging reason during cancellation (workflow improvement).

Try this now

AM move. Friday afternoon ritual: open Trials, list everyone < 21 days from expiry. Schedule a 15-min “trial check-in” with each. Open Churned, pick 2 highest-MRR customers from the last 90 days, draft a personalized win-back email with a specific product update they didn’t see.

03. Renewal & expansion deals — Deal Intelligence for AMs

Every expansion deal gets the same DEAL INTELLIGENCE sidebar as new-biz: auto-generated Deal Risks, Next Steps, Close Plan, ROI Analysis, Competitive Analysis. Use it for renewal prep the same way an AE uses it for new-logo close.

Open it at

• From customer detail → Active Deals → click the expansion deal
• Or /deals/pipeline filtered to your owner

Fig 3.1 — Synapze GmbH deal. Left sidebar: Strategy (Deal Risks · Next Steps · Close Plan) + Analyze (ROI · Competitive). All 5 generated. Top: “Suggest next step” button + Stage Readiness gauge. This works just as well for renewal/expansion deals as it does for new biz.

Try this now

AM move. When a customer renewal is 60 days out, create a renewal deal in the pipeline + let graph8 auto-generate the Strategy stack. Read the Deal Risks before the renewal call. The system is honest about why the renewal might be at risk so you can address it head-on.

04. Send renewal quotes + triage replies

Quote-to-cash works for renewals + expansions: build a quote, send for signature, Stripe auto-provisions the new subscription on sign. Then triage replies in Inbox with sequence-attribution chips.

Open these

• app.graph8.com/deals/quotes — All / Draft / Sent / Viewed / Accepted / Expired / Declined
• /inbox/email — sentiment chips + sequence attribution

Fig 4.1 — /deals/quotes. Renewal + expansion quotes flow through the same surface as new-biz quotes. Accepted tab is auto-provisioned in Stripe; Viewed but not Signed = your follow-up call list.

Fig 4.2 — Inbox at /inbox/email. Replies tagged with the campaign+channel that drove them. Filter by your customer’s email domain to find their threads.

Try this now

AM move. Before sending a renewal quote: open the customer’s threads in the Inbox, read the last 10 emails. Reference one specific value moment in your renewal email — beats a generic “your renewal is coming up” by 5×.

05. Site-visit signals + Copilot for expansion candidates

the identified companies hit graph8 properties today. Cross-reference customer domains = expansion or churn signal. Then ask the copilot to surface candidates with a single prompt.

Open these

• /visitors?tab=companies — the identified companies on the site today
• /reports?report=a14 — Account Health Comparison (cross-account drift)
• Copilot — sparkle icon or Cmd+Shift+K

Try this now

AM move. Try these AM-specific copilot queries: “Which of my customers haven’t been emailed in 30 days?” · “Show me past_due customers + total revenue at risk.” · “Which of my customers visited /pricing in the last 7 days?” · “List my customers approaching annual renewal in the next 90 days.”

URL cheat-sheet

To do this	Go here
Your book of business + MRR	/deals/l/customers
Customer detail with your data	Click any customer row
Past_due customers ($ at risk)	/deals/l/customers · Subscription filter
Trial accounts (conversion pipeline)	/deals/l/trials
Churned customers (win-back candidates)	/deals/l/churned
Open expansion/renewal deal	/deals/pipeline filtered to Owner
Send a renewal/expansion quote	/deals/quotes
Inbox with sequence attribution	/inbox/email
Site visitors (existing customers?)	/visitors?tab=companies
Account Health Comparison report	/reports?report=a14
Open Copilot anywhere	Cmd+Shift+K · or sparkle top-right

Heads-up — known AM gaps + workarounds

Caution

1. Owner column on /deals/l/customers is empty for graph8 today. All 41 customer rows have no Owner. Workaround: assign yourself as Owner on your accounts immediately — otherwise filtering “my book” doesn’t work.

2. Churn Reason column is mostly empty. When a customer churns, log the reason. Otherwise the Churned list is just a list of names, not a win-back analysis surface.

3. No customer-status filter on /visitors. You manually scan for customer domains in the 42-row list. Workaround: ask the copilot “Which of my customers visited the site this week?”

4. No customer-filter on /inbox/email. Search by domain to find threads. Sentiment chips help.

5. Customer detail’s “Active Deals” panel shows empty if there’s no open deal. Create a renewal deal 60-90 days ahead of contract date — that activates the DEAL INTELLIGENCE sidebar for prep.

6. Copilot has no native MRR/subscription tool. Use the past_due filter directly + the Customer Health right-rail for revenue-at-risk truth.

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Generated 2026-05-20 against app.graph8.com (org your org). Surface state verified live before publication