Recipes / New territory ramp pack: inherited accounts, recent conversations and who has left

New territory ramp pack: inherited accounts, recent conversations and who has left

Salesforce + Gong + LeadIQ + Notion

IntermediateAEsCustomer success

Who it's for

AEs and CSMs who inherit a book of accounts and want a page per account before their first customer calls: where it stands, what was said recently, and which contacts have moved on. Salesforce can be swapped for HubSpot or Attio, Gong for Granola or Fireflies, and LeadIQ for UserGems.

What you get

Ramp pack draft: 3 of 18 inherited accounts. Sample output: every company and person in it is fictional.

Inherited from Alex Rivera: 18 accounts. Gong and LeadIQ run on the 6 you picked.

Fernhill Software (fictional). Customer since 2024, renewal Mar 1, $64,000 ARR
- Open opportunity: add-on for the support team, Discovery, $9,000
- Gong summary (last 90 days): 4 calls. Main topics were onboarding a new region and a slow SSO rollout. The buyer asked twice about a price hold for the renewal.
- Contacts: Priya Raman (VP Ops, still there). Sam Whitlock (admin, left: now at Tidewell Robotics (fictional)).

Quarry Lane Analytics (fictional). Prospect, last activity Jul 2
- Open opportunity: none. One closed-lost in June, reason 'timing'.
- Gong summary: 1 call in the period, a discovery call with Dana Okafor. No follow-up recorded.
- Contacts: Dana Okafor (still there).

Mossgate Labs (fictional). Customer, renewal Nov 30, $21,000 ARR
- Gong: no calls found for this account. Check with Alex before your first call.
- Contacts: 3 of 4 tracked contacts left in the last 6 months. Single-threaded risk.

LeadIQ: 9 contacts checked, 2 job changes. Profile lookups used for 4 untracked contacts after approval.

Waiting for approval: create 'Ramp pack' with one child page per account under 'My territory' in Notion. Nothing has been created yet.

Time and cost

Estimate About 45–90 minutes for a book of 20 accounts, most of it reading the summaries.

Assumptions: One run over about 18 inherited accounts, with Gong and LeadIQ used on the 6 you pick.

Exact credit costs depend on your plan with each vendor. Check the tool pages before a large run.

MCP servers

Every server is confirmed in: ClaudeChatGPT

Set up in a chat app

Every server in this recipe is confirmed for Claude and ChatGPT. Connect each one, then paste the prompts below into one conversation.

Developer setup

Auth setup and mcp.json for Claude Code and Cursor
  • Salesforce: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.
  • Gong: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.
  • LeadIQ: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.
  • Notion: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.

Put this in .mcp.json (Claude Code, project root) or ~/.cursor/mcp.json (Cursor). Swap the example keys for your own, and don't commit real ones. Remove the // comment lines if your client requires strict JSON.

{
  "mcpServers": {
    "salesforce": {
      "url": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all"
    },
    "gong": {
      "url": "https://mcp.gong.io/mcp"
    },
    "leadiq": {
      "url": "https://mcp.leadiq.com/mcp"
    },
    "notion": {
      "url": "https://mcp.notion.com/mcp"
    }
  }
}

Step-by-step prompts

  1. Use SOQL in Salesforce to find accounts where the owner is {me} or {previous_owner}. For each, show me type, ARR or open pipeline, renewal or close date, open opportunities with stage and next step, last activity date and number of contacts. Don't change any records.
  2. I'll pick up to {n} accounts from that table. Tell me how many Gong calls that will be, then after I approve it, use Gong ask_account once per account to summarize the last {days} days: main topics, open questions and anything the buyer asked us for. Say when Gong finds no calls.
  3. Check my LeadIQ credits. Then show me job changes for the tracked contacts at the picked accounts: name, old company, new company and new title. For contacts LeadIQ isn't tracking, tell me how many profile lookups it would take, and run them only after I approve it.
  4. Draft a ramp pack: one parent page with the account table, and one page per picked account with the Salesforce summary, the Gong summary, contacts still there and contacts who left. Show me the text, and create the pages in Notion under {parent_page} only after I approve it.

Run it on a schedule (optional)

Where this goes wrong

Gotchas

Download

Get the prompts, guardrails and expected output as one Markdown file. Paste it into a Claude Project or ChatGPT project's instructions, or save it as CLAUDE.md for Claude Code.

Download territory-ramp-pack.md