# Prioritize my book of accounts for the week

Triage your customer accounts by risk, opportunity, and deadlines, and get a focused weekly action list.

- Topic: Productivity & Planning
- Framework: Few-Shot
- Level: Standard
- Tags: Productivity, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/prioritize-my-book-of-accounts-for-the-week

## Prompt

```text
Help me decide which customer accounts to focus on this week.

**My accounts:** [PASTE LIST - for each: name, contract value, renewal date, health score or status, last contact date, open issues, any opportunities]
**Fixed commitments this week:** [MEETINGS, QBRS, DEADLINES]
**Time available for account work:** [e.g. "about 15 hours"]
**My targets this quarter:** [e.g. renewal rate, expansion revenue, adoption goals]

Triage the list:
1. Sort accounts into: Act now (risk or deadline in the next 30 days), Grow (expansion signals), Maintain (healthy, light touch), and Watch (data missing or mixed signals).
2. Flag accounts I haven't contacted in too long relative to their value and risk.
3. Pick the top 5-7 accounts for this week and give one specific action for each (e.g. "send usage review to sponsor", "book renewal call", "chase open ticket").
4. Group quick tasks I can batch (e.g. 5 check-in emails in one block).
5. Suggest what to deliberately skip this week and why.

Output: a table | Account | Category | Why now | This week's action | Time estimate |, then a short daily plan that fits my available hours.

Base everything on the data I provided. If an account is missing a key field, put it in Watch and note what to look up.
```

## What to fill in

- MEETINGS, QBRS, DEADLINES
- e.g. "about 15 hours"
- e.g. renewal rate, expansion revenue, adoption goals

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.