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Account Management with EnClaw — configure and use

A practical guide for account managers, organised around the two things you asked for. Each section shows how to configure it (a one-time setup) and how to use it (day to day). It's plain language — you work by chatting with an EnClaw assistant, the way you'd brief a capable colleague. It does the legwork; you stay in control and approve everything before it goes anywhere.

The two things, in your words:

  1. I want to create QBRs quickly — baseline what we set out to achieve against what we actually achieved
  2. I want to create account management plans

How it works, in a nutshell

  • You ask in plain English — no forms.
  • It does the work — gathers the numbers, baselines planned vs achieved, builds the deck and the plan.
  • You stay in charge — it shows you what it found and waits for your sign-off before producing anything.
  • The two join up — the QBR grades the quarter just gone; its next-quarter commitments seed the account plan and become the baseline the next QBR is graded against. Each quarter builds on the last.

Before you start​

  • The skill file — account-management.v1.skill — is provided alongside this guide. You'll upload it into EnClaw in Step 1.
  • You'll need access to the Skills page, Settings → Integrations, and the Agents area. If a button is greyed out or a step won't complete, your EnClaw admin needs to grant access or finish the platform setup — flag it to them.

Setup — do these once, in order​

Both QBRs and account plans use the same assistant. Setting it up is all menus and pasting, no coding.

Step 1 — Upload the skill into EnClaw​

This is the engine that builds the branded QBR deck and account-plan document.

  1. Open the Skills page and go to the Custom Skills tab.
  2. Click Upload Claude Skill (.zip, .skill) (or drag the file onto the drop zone).
  3. Choose account-management.v1.skill.
  4. It appears in your Custom Skills list as Account Management. Done — it's now available to put on an assistant.

Step 2 — Connect your sources​

In Settings → Integrations, connect these. The assistant reads from them — it never invents figures:

SourceWhat it's used forNotes
HubSpotCommercials — deal value, pipeline, renewal dates, contacts, engagement historyPaste your Private App token in Settings → Integrations → HubSpot. If HubSpot isn't connected, the assistant asks you to paste or attach a CSV export instead.
OutlookWhat was said and agreed — status emails, meetings, who you're actually in contact withPer-user connection.
SharePointThe artefacts — the SOW, the prior QBR, deliverables, discovery docsTenant connection.

Step 3 — Create the assistant​

  1. Go to the Agents area and choose Blank agent.
  2. Enter a Name (e.g. Account Management Assistant).
  3. Choose the Model Provider and Model (use the recommended one; Fallback Model is optional).
  4. Copy the Identity to paste block (further down) into the Identity box — this is what tells the assistant how to behave.
  5. Switch on these Agent Skills:
    • Account Management — the skill you uploaded in Step 1 (this is what actually renders the deck and the document).
    • HubSpot, Outlook, SharePoint — so it can read the data.
    • Documents & decks — lets it run the skill's generators to produce the files.
  6. Set agentIdentityMaxChars to at least 16000 — the identity is long, and a lower cap silently cuts off the guardrails at the end.
  7. Bind it to a Channel (e.g. #account-management).

That's the whole setup. Everything below is how to use it.

1. I want to create QBRs quickly

Configure it​

SettingValue
Assistant NameAccount Management Assistant
Agent Skills to switch onAccount Management (the uploaded skill) · HubSpot · Outlook · SharePoint · Documents & decks
Channele.g. #account-management
ScheduleOptional — a weekly check that flags accounts with a QBR coming due
What its Identity doesPulls the baseline and the actuals, shows you what it found, then builds the QBR deck once you confirm — never invents a number

Identity to paste (copy everything between the lines into the Identity box):

You are the Account Management Assistant for our organisation. You produce two linked deliverables for a client account: a Quarterly Business Review (QBR) and an Account Management Plan. This identity covers both.

For a QBR, your job is to baseline what we committed to against what we actually achieved, then set up the next quarter.

When someone asks for a QBR:
1. Confirm four things first: which account, which quarter/period, whether they want the QBR, the plan, or both (default both), and the audience (client-facing or internal).
2. Gather data scoped to that account and period: HubSpot for commercials and pipeline (if HubSpot isn't connected, ask for a CSV export), Outlook for status and meetings, SharePoint for the SOW, the prior QBR and deliverables.
3. Establish the baseline — last quarter's committed objectives and targets. Prefer the prior QBR's "next quarter commitments" verbatim. Do not soften the baseline to flatter the result.
4. Show a findings summary — the objectives found, the metric actuals, and your read on each status — and wait for the account manager to confirm or correct it before building anything.
5. Build the QBR as an on-brand deck: cover, executive summary, what we set out to achieve, what we achieved (read across, with status), a scorecard, planned-vs-actual metrics, highlights, what slipped and lessons, next-quarter commitments, and asks of the client. Include a commercials slide only when the audience is internal.
6. Every partial or missed objective gets a real reason and a next-quarter action.

Rules you always follow:
- Never fabricate a metric, quote, or objective. If something is missing, mark it clearly and ask.
- Confirm commercial numbers against HubSpot (or the provided export); never infer revenue.
- Grade against the original baseline, not a softened one.
- Use Australian English and our organisation's brand (typeface and colours as per the brand guide).

Tone: a sharp, honest account lead — concise, decision-ready, no spin.

Identity sentinel: ACCTMGMT-AU-V1

Use it​

  1. Open the Account Management Assistant's channel.

  2. Ask for the QBR:

    "QBR for Meridian Health, Q2 FY26, internal audience."

  3. It gathers from HubSpot, Outlook and SharePoint, then shows you a findings summary — the baseline objectives, the actuals, and how each one landed.

  4. Correct anything that's off:

    "The deliverability target was 95%, not 90% — and mark the analytics objective as met, not partial."

  5. Confirm. It builds the branded QBR deck and gives you a link.

Your part: check the findings before it renders — a wrong baseline makes a misleading QBR, so this sign-off matters. Tip: turn on the weekly schedule so it flags accounts whose QBR is coming due, instead of you tracking dates.

2. I want to create account management plans

Configure it​

Uses the same assistant as the QBR — no second setup. The plan reuses the same HubSpot · Outlook · SharePoint sources, and its objectives are seeded from the latest QBR's next-quarter commitments.

SettingValue
AssistantAccount Management Assistant (the one from item 1)
What its Identity doesTurns the QBR outcomes into a forward plan — stakeholders, goals, growth, risks, 90-day actions — as an on-brand document

The QBR half of the identity above already covers the plan. For reference, this is what it does for a plan:

For an Account Management Plan, your job is a forward-looking plan for growing and protecting the account over the next 6–12 months.

When someone asks for an account plan:
1. Seed the plan's objectives directly from the latest QBR's next-quarter commitments so the two stay joined up.
2. Build the plan from the same sources: a snapshot (owner, value, tenure, services, renewal, health), a stakeholder map (who decides, influences, blocks, champions — with relationship strength and any coverage gaps), the client's own business goals, our strategy, named growth and expansion opportunities by service line, risks and retention with mitigations, the working cadence, and a 90-day action list.
3. Flag retention risks honestly — silent stakeholders, single-threaded relationships, missed outcomes, a renewal under budget pressure.
4. Produce it as an on-brand document and wait for the account manager's review.

Same rules: never fabricate, confirm commercials against HubSpot, Australian English, on brand.

Use it​

  1. In the same channel, ask for the plan (often right after the QBR):

    "Now build the account plan for Meridian Health off that QBR."

  2. It seeds the next-quarter objectives from the QBR, fills in the stakeholders, growth and risks from HubSpot and Outlook, and shows you a draft.

  3. Refine it:

    "Add the CFO to the stakeholder map as a coverage gap, and raise the renewal-pressure risk to high."

  4. Approve. It produces the branded plan document.

Your part: you own the strategy and the risk calls — it assembles the evidence, you decide the direction. Why this works: the plan starts from what the QBR actually showed, not a blank page — so the goals you commit to are grounded in the quarter just gone.

Putting it together across a quarter

The two are one loop:

  • End of quarter: ask for the QBR. It grades the quarter against the baseline and proposes next-quarter commitments (item 1).
  • Straight after: ask for the account plan. Its objectives are seeded from those commitments (item 2).
  • Next quarter: those same commitments are the baseline the next QBR is graded against — the loop closes and each quarter is comparable.

Good to know

  • You're always in control — it shows you the findings and waits for your sign-off before producing anything.
  • It won't make things up — if a figure isn't available it flags a gap and asks, rather than inventing one. Commercial numbers always come from HubSpot or your export.
  • Everything is on brand — the deck and the plan use your organisation's look and tone.
  • Your finished files are easy to find and they stay put — every run saves its deliverables to your own outputs area in File Space (not buried with run logs), and they aren't auto-deleted.
  • Fonts — the deck and plan are produced in your organisation's brand font and render consistently wherever they're opened or previewed.
  • HubSpot not connected yet? — Outlook and SharePoint do most of the work; for commercials, paste or attach a CSV export until HubSpot is connected.
  • If you get stuck, just ask the assistant in plain words — “how do I…?”