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When your book changes at quarter start, have an agent build the handoff sheet from your CRM, email and calendar
Picked and checked by Olga Pearson, SalesUpLevel
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Reported by Erica Vlahinos Anstine, account director at OpenAI: she finished Q1 at 138% of goal using ChatGPT, and Q2 at 489% of goal using ChatGPT plus ChatGPT Work. Her team had 97% forecast accuracy. The agent built her book-transition sheet in 22 minutes while she was in a customer meeting.
Every new quarter, sellers lose the first weeks to account handoffs while the number has already started. This one comes from OpenAI's own sales team, and she read out the exact prompt she used.
Erica's new quarter brought 127 accounts into her book and 105 out, with 48 open opportunities coming in and 58 going out. She asked ChatGPT Work for one spreadsheet mapping every account in and out, linked to Salesforce, with revenue, open opportunities, next renewal date, deadline, transition status and the old and new owner. She told it to search her email for handoffs that had already happened and link them. Then she added a second instruction while it ran: estimate how deep each relationship is from her email and calendar. The sheet came back with several tabs, links to the intro emails, and the rule it used (deep means you met twice and emailed both ways).
By Erica Vlahinos Anstine (OpenAI), in an OpenAI webinar, Account director, OpenAI sales team · Webinar (OpenAI on OpenAI: How Our Sales Team Uses ChatGPT Work) ↗ · Jul 30, 2026 (live webinar date; on-demand page has no date)
Run it before your 10am
- Get the list of accounts entering and leaving your book.
- Ask the agent for one sheet: account with CRM link, customer or prospect, revenue, open opportunities, next renewal date, deadline, transition status, old owner, new owner.
- Have it search your email for handoffs that already happened and link each intro email.
- Add a second ask: rate relationship depth per account from meetings and two-way emails, and show the rule it used.
- Sort by revenue and start with the big accounts that have no intro yet.
- Spot-check the links and a few rows by hand before you send any intros.
I need your help. Create a Google spreadsheet for me to map account transition. I need a list of accounts going from me to a new owner and the reverse. Important fields: account name (please link it to Salesforce), whether they're a customer or prospect, [your revenue fields], open opps if any, next upcoming renewal date, when do I have to do something by, transition status, original owner, new owner. Search my emails and find out if any of these account pass offs have already happened and if so, please link them. Take your time, make this document super thorough and organized by revenue. Then add: For all of my accounts, estimate the depth of relationship. Is there any sign that I've met with someone at this company? Search my email and my calendar.
If you lead a team
- Hand every seller this sheet on day one of the quarter instead of a handoff spreadsheet they fill in by hand.
- Use the relationship-depth column to decide which handoffs need a live intro call.
Watch out for
- Vendor's own team: OpenAI's sellers are showing the product they sell.
- 138% to 489% is one seller's whole quarter with ChatGPT Work and a new, bigger book, not this sheet alone.
- Connect only the tools your company has approved for customer data.
- What I'd have my team try first: run the sheet on next quarter's handoff list and check 10 rows by hand.
Source: OpenAI webinar 'OpenAI on OpenAI: How Our Sales Team Uses ChatGPT Work' with Conor Dragomanovich (Head of Sales) and Erica Vlahinos Anstine (account director). Full names from OpenAI colleague Hannah W.'s LinkedIn post (Jul 30, 2026); live date from OpenAI staff posts promoting it for Thursday Jul 30, 2026. Results are as reported by her; we did not measure them.
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