Prospect Status
Summarizes everything that a Customer Success Manager or Key Account Manager needs to know going into a QBR.
Sales and customer success teams constantly context-switch between accounts—but getting up to speed on any given prospect means hunting through CRM records, email threads, meeting notes, Slack conversations, and contract files. Whether you're preparing for a handoff, jumping into a last-minute call, or just need a quick refresh, finding the current status shouldn't take 30 minutes of detective work.
Scattered information slows down your entire revenue team. Reps waste time searching for basic details like "Are they a customer?" or "What did we last discuss?" Account transitions lose critical context, new team members can't quickly ramp on accounts, and everyone spends more time searching than selling or serving customers.
The Prospect Status Agent delivers instant account context. Sales and CS teams can generate a complete status summary in seconds. The agent automatically searches all internal sources and delivers a structured report with company overview, customer status, contract details, chronological touchpoint history, next steps, key contacts, and additional context—everything you need to walk into any conversation prepared.
What the Prospect Status Agent does
- Searches all internal sources to find every piece of available information about the prospect across CRM, email, Slack, Drive, and other systems
- Provides company overview with a brief description of what the company does and their business model
- Clarifies customer status by indicating whether they're a current customer, active prospect, or former customer
- Extracts contract details including contract term, value, and start date when applicable
- Lists touchpoints chronologically with dates, discussion topics, and key outcomes or decisions from all meetings and interactions
- Identifies next steps by surfacing planned actions, follow-ups, or upcoming milestones
- Highlights key contacts with 3-5 primary stakeholders (decision-makers, champions, or admins)
- Adds relevant context including tools they use, pain points, opportunities, and other actionable intelligence
- Indicates information gaps by clearly stating when details aren't available, so you know what still needs to be discovered
Why it matters
Revenue teams need instant context on prospects and customers, but gathering that information shouldn't interrupt their workflow. The Prospect Status agent automates the search and synthesis, giving anyone on the team immediate access to complete account status. The result: smoother account handoffs, faster ramp time for new team members, better preparation for unexpected calls, and more time spent on high-value activities. With Realm, everyone has the context they need, instantly.