Sales Blueprint
Book of Business Folder Creator
Automates organization of sales account data from multiple sources (Salesforce, ZoomInfo, Gong, Google Drive) into structured per-account folders with enriched summaries, contacts, and engagement metr
1 File Included
book-of-business.md
12 KB
What does this do
Sales reps managing large books of business (75+ accounts) struggle with scattered account data across multiple systems (Salesforce, ZoomInfo, Gong, Google Drive). The Book of Business Folder Creator organizes this intelligence into a structured, per-account folder system with enriched summaries, contacts, engagement signals, and transcripts — transforming hours of manual work into minutes of automated organization.
How It Works
Upload a Salesforce report CSV as the foundation. The system creates a folder per account on Desktop. Then sequentially enrich each account folder: parse ZoomInfo contact and scoops CSVs to add contacts and market signals, pull partnership overlap data if available, add Gong call engagement metrics and engagement tiers, search Google Drive for account-specific documents, map downloaded Gong transcripts into transcripts/ subfolders, and optionally clean up Desktop screenshots. All data is written into a single ACCOUNT.md file per account (hot data like recent calls at top, cold reference data at bottom) plus a machine-readable account.json. A CLAUDE.md index at the root provides routing and quick stats. Finally verify folder creation and data coverage.
About This Blueprint
- Industry
- Computer Software