Is your portfolio analysis a rearview mirror or a crystal ball?
For strategic account managers, the greatest risk is often spreading your most valuable resource — your time — across a cluster of accounts that may no longer align with current or future strategic goals. This session moves beyond the AI hype to provide a structured approach to strategic portfolio optimization. Using four primary AI tools — MSFT Copilot, Gemini, Claude, and ChatGPT — you will learn how to evaluate a vertical cluster of 6–8 accounts to identify a “3+1” core: three high-priority anchors and one high-potential wildcard. Rather than treating AI as a simple search engine, you will learn to use it as a strategic partner to:
- Architect the “3+1” Portfolio: Use AI to objectively evaluate a vertical cluster, narrowing your focus to three core accounts and one high-growth “wildcard.”
- Apply “Strategic Friction”: Use specific prompting techniques to challenge legacy biases and verify if “historically safe” accounts are still the best investment of your resources.
- Follow a Structured Project Blueprint: Implement a repeatable methodology for turning scattered vertical data and meeting notes into a clear, executive-ready resource allocation plan.
- Identify Vertical Trends: Use AI to detect subtle industry shifts that indicate which accounts are ready for a transformational partnership — and which are likely to remain stagnant.
Join us to move from reactive account management to a more data-informed portfolio strategy, ensuring your efforts are focused where they will yield the highest strategic return.
