Telling account managers which venue needs them today
Account management · since January 2026
- Problem
- Every venue’s numbers reach the CRM overnight. Nobody had time to read them all, and a rule that flags every drop buries the few that matter.
- What I did
- I built the CRM automation that reads each venue’s numbers every day, opens a task only when a change is worth a call, gives it to the right person and closes it when things recover.
- Result
- Most account-management tasks in the CRM now come from it, across the UAE and Qatar.
Try it: move the slider, then tell it someone is already on the venue.
- Yesterday’s numbers arriveAdoption 34% below this venue’s usual
- Is someone already working this venue?No
- Is the drop big enough to be worth a call?Yes (34% against a 25% line)
- Task for the venue’s account managerOpened with the reason, the owner and a due date.
One task, one owner. Fictional venue, fictional numbers.
Illustration with made-up numbers and a made-up threshold

