> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getpg.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Monitoring

> Stay on top of changes across your accounts automatically  -  without manually checking

Set up monitoring so you know when something changes at your accounts  -  strategy shifts, leadership moves, hiring surges, technology changes  -  without manually checking each one.

<Info>
  **Who this is for:** AEs, account managers, sales leaders, CS managers.

  **Time:** 10 minutes to set up. Then it runs continuously.

  **What you'll have at the end:** Monitoring agents watching your key accounts and alerting you when something changes.
</Info>

## Step 1: Decide What to Monitor

Go to **Monitor → Monitoring Agents**. You can monitor for different types of changes:

* **Strategy changes**  -  Priorities or goals shift (e.g. a company announces a new strategic initiative)
* **Leadership changes**  -  Key stakeholders move roles, new decision-makers join
* **Hiring changes**  -  Significant shifts in hiring patterns (e.g. hiring surge in a new area)
* **Technology changes**  -  New technologies appearing in job postings, existing ones declining
* **Financial changes**  -  Earnings surprises, acquisitions, restructuring announcements

## Step 2: Configure Your Agents

Create monitoring agents for the change types that matter most to your role:

**For AEs managing active deals:**

* Leadership changes at the account (your champion might leave)
* Competitive technology changes (new competitor showing up in job postings)
* Strategy shifts that affect your deal positioning

**For account managers / CS:**

* Strategy changes (priorities shifting means your value prop might need updating)
* Leadership changes (new stakeholders to build relationships with)
* Expansion signals (new divisions, new hiring areas)

**For sales leaders:**

* Aggregate changes across the team's portfolio
* Competitive entries across multiple accounts
* Major financial events (acquisitions, earnings)

## Step 3: Set Scope

Choose which accounts to monitor:

* **Tier 1 accounts**  -  Monitor everything. These are your most important accounts.
* **Active deals**  -  Monitor leadership and competitive changes. These directly affect deal outcomes.
* **Customer accounts**  -  Monitor strategy and expansion signals. These drive retention and growth.
* **Full territory**  -  Monitor for major events only. Avoid alert fatigue.

## Step 4: Review and Act

When alerts come in:

* **Triage**  -  Is this actionable right now? Some changes are informational, others require immediate action.
* **Update your plan**  -  If a key stakeholder changed, update your stakeholder map. If priorities shifted, revisit your positioning.
* **Engage**  -  Some changes create engagement opportunities. A new VP joining is a reason to reach out. A strategy shift is a reason to reframe your value proposition.

## Tips

* **Don't monitor everything on every account.** That leads to alert fatigue. Be selective about what matters for each tier.
* **Review alerts weekly.** Set a cadence  -  Monday morning, review the week's alerts across your portfolio.
* **Use alerts as conversation starters.** "I noticed you recently brought on a new VP of Engineering" is a natural, informed opening.

## Related

<CardGroup cols={3}>
  <Card title="Account Planning" icon="clipboard-list" href="/playbooks/account-planning">
    Build plans that stay current through monitoring
  </Card>

  <Card title="Monitoring Agents" icon="radar" href="/monitor/monitoring-agents">
    Reference guide for configuring monitoring agents
  </Card>

  <Card title="Alerts" icon="bell" href="/monitor/alerts">
    Reference guide for alert management
  </Card>
</CardGroup>