Turn account managers into relationship-building pros.
Scroll inside the preview to see the full Monday brief layout.
Start with a 60-day pilot for a handful of AMs, see the Monday plays arrive, then scale when you're ready.
Book 30-Minute DiscoveryEvery Monday, your AMs get a focused list of their highest-yield opportunities with lowest friction possible to act on immediately.
What hits their inbox
- Prioritized plays per AM with the "why now" narrative.
- Validated contacts, mapped to right owner.
- Click-to-send email drafts.
- Auto BCC logs activities in CRM for visibility.
Why managers love it
- Rollup dashboard: sends, replies, pipeline.
- Skip the guesswork and coach from real activity.
- Email editing = feedback loop for future sends.
- No new logins needed; use the tools you live in.
The 60-day pilot:
low lift, high signal.
Weeks 0 to 2 · Kickoff
- Align on pilot success criteria, leading indicators like positive replies.
- Choose representative sample of AMs for pilot.
- Share 100-300 key accounts to start.
- Co-design 3-5 signal recipes.
Week 2 · First Dry Run
- First Monday brief lands for 3-5 AMs.
- Live edits feed the content brain the same day.
- End-of-week review captures adjustments.
Weeks 2 to 8 · Deliver & Iterate
- Monday 8am local: prioritized plays in inboxes.
- Mid-week calibration huddle with your leads.
- Manager dashboard tracks adoption and pipeline.
Week 9 · Pilot Review & Scale Plan
- Documented plays that consistently trigger replies.
- A repeatable motion your managers can coach to.
- A clear per-seat price to roll out to the rest of the team.
- Confidence that the next cohort is a simple switch-on.
Week 10 · AM Roster Rollout Starts
When the pilot wraps, you already know the cadence, deliverables, and cost structure. Rolling out is as easy as updating the AM roster in the weekly send.
- Update the AM roster so Monday briefs cover the next cohort.
- Manager dashboards expand automatically with new seats.
- Scale plan and play cadence lock in for the broader team.
Make every touch timely and personal
The right signals
- CRM context: stalled opps, renewals, expansion triggers.
- Product usage and support cues that flag timing.
- Buyer intent + ABM research across the open web.
Low friction adoption
- Inbox-first sends (Outlook/Gmail) with zero new logins.
- LinkedIn prompts when a social touch beats email.
- Manager rollup summarizing wins and gaps weekly.
Rollout confidence
- Seat-based pricing dialed to motion complexity.
- Playbook and dashboard already proven in your data.
- Expansion is just adding AMs to the Monday distribution.
Pricing clarity before you scale.
Pilot investment
$18k total
- 3-5 AMs in the initial cohort.
- 50% due at signing, 50% on Day 30.
- Includes onboarding, weekly briefs, manager rollup, and iteration.
One extra meeting per AM × your win rate × ACV typically pays the pilot back multiple times.
After the pilot
$5k / month + $100 / seat
Prices increase 2-3× for enterprise customization (e.g. dedicated tenancy/VPC, custom AI evals, complex data integrations).
- Scale the weekly briefs to the full AM roster.
- Manager dashboards and signal recipes continue to evolve.
- Optional add-ons for enablement and training.
Ready to see your first Monday brief?
Let's align on accounts, signal recipes, and success criteria. The pilot is the easy entry point-the roll out is a continuation of what you've already seen work.
FAQ
Why start with a pilot?
The 60-day window lets your AMs experience the cadence, lets managers coach from live activity, and gives you hard data on pipeline lift before you fund a wider roll-out.
What happens after Day 60?
We meet to review adoption, pipeline impact, and the per-seat range. Once you give the go-ahead, new AMs are added to the inbox distribution and dashboard within a week.
How heavy is the lift on our side?
We connect to your CRM (or start with CSV exports), agree on signal recipes, and align on messaging guardrails. From there, we handle research, drafting, routing, and reporting.
Can we keep iterating the plays?
Yes—edits and feedback are tracked so every Monday brief gets sharper. Your managers can request new plays or adjust targeting with quick mid-week calibration calls.
What is the success criteria?
Success criteria are set together at kickoff and tailored to your AM motion, signals, and constraints. We work with you to align the target outcomes to your goals.
Example success criteria:
- Engagement (opens, replies, meetings booked)
- Pipeline created and influenced
- Appointments set / meetings held
- Adoption and consistent AM activity
Who pays for inference / token expenses? How much is it monthly?
We pay during the pilot, and you pay in the post-pilot roll-out with a strong sense of costs. Typical usage lands between $150 and $750 per month per 25 account managers, with $750 representing a heavy-activity month. Costs scale linearly with AMs and account volume, and we use budgeting plus rate limits to keep spend predictable.
What about big one-off enrichments, like conference lists?
Conference lists are usually manageable (a couple hundred contacts). For larger data pulls, enrichment averages about $0.15 per contact—roughly $1,000 for 5,000 records. We batch and optimize lookups to keep these efficient.
How do you handle client data and privacy?
Standard path: We process data with trusted models that do not retain customer information.
Enterprise path: We deploy a dedicated stack under your control (e.g., AWS or VPC) for maximum ownership. We document what data is shared, where it lives, and partner with IT/Legal as needed.