AE Guide
Last updated: August 27, 2026
How an AE uses Unify
Instead of manually digging through account history before every call or guessing which of your open deals actually need attention today, you can ask Unify directly: which accounts in my book are worth prioritizing right now, who else needs to be in the conversation, and which deals are quietly stalling. The reps who get the most out of Unify check their book regularly, not just when a deal is already in trouble.
Prompts to Get Started
Account selection & prep
Am I spending time on the right accounts and showing up prepared?
Before my next call with this account in my book, pull any relevant context, including recent news, closed-lost history, and prior touches.
Which accounts in my book have the strongest buying signals this week, like new hires, funding, or website activity? Rank the top 10.
Pull closed-lost accounts in my book from the last 6 months that are now showing renewed intent. Give me the top 5 to re-engage this week.
Buying committee mapping
How well am I multithreaded across my opps?
For deals in Stage 2 or later, who on the buying committee have I not engaged? Flag economic buyers and technical evaluators.
Build a relationship map for this account and tell me which persona I'm missing at the table.
Which accounts in my book have a champion who shows a job change in our most recent tracking update?
Pipeline management
Are my deals moving forward?
Which of my Stage 1 opportunities have gone quiet, with no engagement in 2+ weeks? Suggest a re-engagement angle for each based on their last touchpoint.
Which open opportunities in my book have had no activity in the last 14 days?
Which 3 accounts in my book with open opportunities should I focus on today?
Competitive intel
Where do I stand against alternatives?
Which accounts in my book have shown signals of evaluating a competitor?
For [insert account], summarize what we know about their current tools and where our product has the edge.
Which of my open deals went quiet right after a competitor mention? Suggest a differentiation angle for each.
Forecast & reporting
Am I prepped for forecast review?
Give me a one-line status on every deal closing this month: last activity, next step, and engagement trend.
Which deals in my forecast have the highest engagement but haven't moved stage in the last 3 weeks?
Summarize this month's wins and losses in my book.
Prompts to Schedule
These prompts are worth setting on a recurring schedule (via scheduled chats) so the results are there right when you log into Unify.
Prompt | Recommended Cadence |
|---|---|
"Which of my Stage 1 opportunities have gone quiet, with no engagement in 2+ weeks?" | Every other Mon · 8:00 AM |
"For deals in Stage 2 or later, who on the buying committee have I not engaged?" | Every Wed · 9:00 AM |
"Give me a one-line status on every deal closing this month." | Every Fri · 9:00 AM |
"Which accounts in my book have shown signals of evaluating a competitor?" | Every Fri · 9:00 AM |
Metrics to Track
Open opportunities with no activity in 14+ days
Stage-1 deals gone quiet 2+ weeks
Buying committee coverage on Stage 2+ deals
Re-engaged closed-lost accounts