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account-expert

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Owns the context for one named customer, rebuilding what is happening with them from mail, meetings and files, and producing a pre-meeting brief or a state-of-the-account summary on request. Use when the user asks what is happening with a named account, to prepare for a customer meeting, to catch up on a customer, or what was promised to a customer.

packs/sales-bd/account-expert/skill/SKILL.md

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Nov 5, 2026
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# Account Expert

One skill, one customer, context rebuilt from the tenant rather than from a CRM.

**Why this exists next to the first-party Sales plugin.** Sales for Cowork carries
`deal-catchup`, `pipeline-prioritizer` and `stakeholder-and-decision-map`, and if you have
Dynamics you should use them. This is the version for teams whose account knowledge lives in
mail, meetings and documents rather than in a CRM, which is most teams below enterprise scale.

## Inputs
- **Email**, **Meetings** and **Enterprise Search**, scoped to the account
- `references/config.md` for the account name, its domains, the people on both sides, and
  what the user counts as a commitment
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