For account managers and client success
A ready-made set of AI skills that tells you which accounts to check in on, lines up renewal proposals before they're due, and turns your notes into a quarterly review the client actually reads.
Sound familiar?
15 seconds
You've been sold prompts.
Copy. Paste. Tweak. Repeat.
Still sounds like a robot.
Still eats your night.
This isn't that.
A skill is your playbook, built in.
Your voice. Your process. Same result every time.
Ask once. Done your way.
Up and running in about 30 minutes.
Get your evenings back.
Built for Account Manager / Client Success
Prompts
You write them, rewrite them, and get a different answer every time.
Skills
Your process, your voice, and your rules packaged once. The same good result every time anyone on your team asks.
Setup
Initial setup takes about 30 minutes to connect your email, calendar, and the basics. Each additional system usually takes 5 to 10 minutes, as long as you have your passwords and logins handy. It’s done live with Evan or one of our trained experts. Need more help? Book a time and we'll coordinate.
Before and after
Today
You build every quarterly review from scratch the night before and still feel underprepared.
With the kit
A clean review built from account notes and results: what you delivered, what's next, and the ask.
Skill: QBR Builder
Today
Check-ins go to whoever emailed last, and the quiet accounts drift.
With the kit
A prioritized list of accounts to touch this week and why, starting with the ones that have gone quiet.
Skill: Call List Builder
Today
A renewal is due in two weeks and the proposal is still last year's PDF.
With the kit
Your notes on what changed and what's next turned into a clean renewal proposal you can send early.
Skill: Proposal Builder
Today
A missed deadline turns into a tense email thread and a client who stops answering.
With the kit
The honest reply and a sensible make-good drafted together, so you can fix it before renewal talk starts.
Skill: Complaint Recovery
What's in the Account Manager / Client Success Kit
Customer Experience
Customer Health Check
Flags which accounts are healthy, at risk, or ready to grow — and why.
Customer Experience
Renewal Radar
Lists renewals coming up and drafts the prep for each one.
Customer Experience
QBR Builder★ new
Builds a quarterly business review from account notes and results.
Sales & Pipeline
Call List Builder
Turns your contacts into a prioritized list of who to call today and why.
Sales & Pipeline
Proposal Builder
Turns your notes into a clean, professional proposal in minutes.
Customer Experience
Complaint Recovery★ new
Drafts the reply and the make-good when a customer is upset.
Sales & Pipeline
Call Prep
One-page brief before any sales call: who they are, what to ask, what to offer.
Customer Experience
Reply Drafter
Drafts a calm, on-brand reply to any customer message.
Sales & Pipeline
Objection Handler
Gives you calm, honest answers to the pushback you hear every week.
30-second math
Your estimate
5.3 hrs
back every week
Email me my results
Need a yes?
Keeping a client is worth more than finding a new one, and your boss knows it. Pitch this as protecting renewals.
"Let's start with renewals and QBR prep, and review the hours saved after the first month."
From people in your seat
Fair questions
It works alongside it. You export or paste account notes and numbers, and it builds the review, health read, or renewal prep from there.
They'll see emails you approved. Every draft is yours to edit, and it learns to match how you already write to clients.
A paid Claude plan. Initial setup takes about 30 minutes to connect your email, calendar, and the basics. Each additional system usually takes 5 to 10 minutes, as long as you have your passwords and logins handy. Need more help? Book a time and we'll coordinate.
It runs in your own Claude account; we don't see your emails or files.
You're covered by a 30-day guarantee: if we can't get your kit running in your own Claude account within 30 days of purchase, we refund the full price. The one exception is connecting to custom-built internal tools that don't offer a standard API, MCP, or CLI. Ask us before you buy if that's what you rely on.
Who's behind this
Evan Hopkins, founder of TACANNI
Evan led a SaaS company's revenue from $44M to $215M in four years and now works as a fractional CRO for founder-led companies. Fully Staffed kits are built on the same AI team he runs TACANNI on. More about Evan
Every skill above, customized to how your business works and installed in your own Claude account. Up and running in about 30 minutes. You need a paid Claude plan.
$5,000+ $1,000 per additional person
30-day guarantee: If we can't get your kit running in your Claude account within 30 days, you get a full refund.
Pay securely
Card or bank through Stripe. Your receipt links straight to the next step.
Book your setup session
A 2-hour window with Evan or one of our trained experts. Most initial setups take about 30 minutes; the window leaves room for every system you want connected.
Use it the same day
Each extra system takes 5 to 10 minutes. Need more help later? Book another time.
Want the whole AI org? The Full Skill Set is all 38 skills TACANNI runs on, from $15,000. Your Fully Staffed purchase counts toward it. See the Full Skill Set
