Before you start: open the deal for the one account you want to map, and run Ask Jiminny on the deal so it can see every call and email rather than one conversation.
Copy the text below and paste it into Ask Jiminny âŹď¸
Review this account's calls and emails and map the people involved on the customer side.
Structure the output as:
Each person, their role as they described it, and what they seem to care about most
How engaged each one is â how recently and how often they appear
The stance each has taken â support, concerns or silence, naming the call or email
Who is missing â anyone you would expect in this account who never appears
Finish with the one relationship to strengthen first, and a suggested way in
Name the call or email each observation comes from. On a deal, Jiminny reads call summaries rather than full transcripts, so quote emails directly and paraphrase calls. Do not guess seniority or influence beyond what people said themselves â where the interactions do not show someone's stance, mark it unknown.