Map account stakeholders
Map who matters in an account, who champions you and where the relationship is thin.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads meeting attendees, emails, CRM contacts and roles, narrowed by what you ask
- 3Reason
Judge each stakeholder's role, influence and engagement from conversations
- 4Act
Build a stakeholder map with champions and missing roles, returned in Ask Avoma
- 5Human judgment
Account owner decides where to build relationships
Prompt
Build a stakeholder map from customer conversations and available account records, identifying roles, influence, engagement, and potential champions.
Map the stakeholders in [Account] from meetings, emails and CRM contacts. For each person give their role, influence, how engaged they are and whether they champion us. Call out roles we are missing and relationships that depend on one person.
What good looks like
Accounts are safer when the relationship rests on more than one person.
Rate engagement from real interactions
A contact who never joins calls isn't engaged.
Find a second champion
Champions change jobs, and accounts follow.
Update the map every quarter
Org charts change faster than account plans.
Customer stories
What teams say
Avoma lets us identify opportunities for upselling as well as understand churn risks early to avoid danger for our business.
Helping us proactively address client churn risk and identify opportunities for growth. The tool helps us identify and act on the queues much more quickly.
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