Review a design or web page against WCAG 2.1 AA, an accessibility standard. Organize findings on contrast, keyboard access, forms, and screen reader behavior, with severity levels and practical recommendations for fixes.

• Review accessibility before design handoff
• Check text and interface color contrast
• Review keyboard navigation and focus behavior

Build a single brief on an existing customer using available sales records, emails, documents, call notes, and internal chat. Understand the current situation, key contacts, recent discussions, and gaps that may need attention.

• Preparing for a meeting with an existing customer
• Catching up on an account during a handover
• Reviewing recent discussions and stalled opportunities

Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.

• Creating a quarterly plan for a key customer
• Refreshing an existing account plan
• Reviewing stakeholder coverage and growth opportunities

Research sales accounts using Common Room data to summarize company details, buying signals, ownership, and key contacts. Answer specific questions directly or prepare a broader briefing with evidence-based next steps, clearly identifying missing information.

• Prepare a company briefing before a sales conversation
• Check buying signals and recent account activity
• Find account owners and key contacts

Research prospective companies and contacts, check existing customer records, and assess fit against your ideal customer profile. Receive a sourced brief covering recent developments, likely priorities, outreach talking points, and a suggested next step.

• Researching a company before a sales approach
• Checking existing account records and ownership
• Assessing fit against your ideal customer profile

Score and group accounts by customer fit and engagement, such as recent contact and open sales opportunities. Identify where to focus sales effort, choose next actions, and spot promising accounts with neglected outreach or missing information.

• Prioritize a portfolio of assigned accounts
• Find strong-fit accounts that need outreach
• Identify promising accounts with no recent activity