Builds a working account plan for a strategic account: structure, initiatives, buying roles and a way in.
Meet AtlasMaps your strategic accounts, one by one.
$149 one-time kit
The bot's instructions, knowledge file, approval rules and conversation starters, delivered after purchase. You set it up in your own AI account. Also included in the Cashewleads Strategic plan.
Online payment isn't open yet: Buy the kit opens a short order form with Named-Account Research chosen, and we email you a secure payment link. The kit is delivered after payment.
A short scripted run of Named-Account Research: the ask, the working steps, the output, and the moment it stops for your approval. Fictional company, illustrative content.
It always ends the same way: Asks before saving the plan to a shared folder or CRM.
You ask: Build an account plan for Acme Logistics.
Account plan · Acme Logistics
Plan drafted. Save it to the account record?
Strategic accounts deserve more than a brief. This bot builds an account plan: how the company is organised, what it has said publicly about its priorities, which teams likely own your problem, the roles to map and a hypothesis for why they would talk to you now. Research, hypothesize, validate, ask: it does the first two and gives you the questions for the rest.
The kit includes 3 conversation starters for this job, along with the instructions and knowledge file.
Named-Account Research runs in Grok, ChatGPT, Claude or Gemini, inside your own account. Here is how each platform holds it, so you know what to expect before you buy. The kit itself has the full instructions.
An overview of where the bot lives on each platform. When you get a bot, we set it up with you in your account and send the instructions, knowledge file and conversation starters with your order.
Grok A Grok Bot template, or a Project on grok.com
Plan: Grok Bot needs an eligible paid plan, for example Premium, Super or Ultra on The X Subscription (Plus and Free don't include it), a paid legacy Cursor plan, or a linked SuperGrok or X Premium+ account.
Template links are private and sent only with an order; none are published. A Grok Project works too.
Plan: Sign in at grok.com in Chrome or another Chromium browser; xAI notes that other hosts can miss Projects. xAI doesn't publish which plans include Projects, so check your own account.
Approvals here: In a Grok Project the bot drafts and you send. Grok Bot can work with accounts you connect; its own approval settings apply, and the bot's rules tell the bot to stop and ask before anything is sent, booked, posted or changed.
ChatGPT A ChatGPT Project (any plan), or a GPT in a Business, Enterprise or Edu workspace
Plan: Available on every ChatGPT plan, including OpenAI's Free plan. Files per project: Free 5, Go and Plus 25, Pro, Business, Enterprise and Edu 40.
Plan: As of October 2026, personal accounts (Free, Go, Plus and Pro) can't create new GPTs. Business, Enterprise and Edu workspaces can, where workspace settings allow. Building is web only.
OpenAI has announced it will retire custom GPTs in favor of plugins (December 11, 2026 for affected Enterprise workspaces, with other plans expected to follow). Projects are the simpler home for a Jade Bot.
Approvals here: In a Project the bot drafts and you send. If you connect apps in ChatGPT, each app's permissions and action-approval settings apply; the bot's rules still tell the bot to show you the exact draft and wait for your OK.
Claude A Claude Project with project instructions and project knowledge
Plan: Available to all Claude users, including Anthropic's Free plan, which allows up to five projects. On paid plans, large project knowledge switches to a retrieval mode automatically.
Approvals here: In a Project the bot drafts and you send. If you connect other tools to Claude, their permissions are set in Claude; the bot's rules still tell the bot to stop and ask for your OK before anything goes out.
Gemini A Gem today; a Skill as Google moves personal accounts from Gems to Skills
Plan: Works with a personal Google Account (13 or older; availability varies by country). Work and school accounts depend on the admin's settings.
Google says Gems on personal accounts will transition to Skills starting in November 2026, and will move existing Gems automatically.
Plan: Available without a Google AI subscription. You need to be 18 or older, signed in, with Keep Activity on. Web, Mac and mobile apps.
Skills accept reference files only when you upload the whole skill as a SKILL.md folder. Pasting the Instructions is enough to start.
Approvals here: In chat the bot drafts and you send. If you let Gemini use connected Google apps, their permissions apply; the bot's rules still tell the bot to wait for your OK before anything is sent or changed.
Steps checked against each platform's own help pages on October 22, 2026. Platform names are used only to describe compatibility; Jade Bots isn't affiliated with or endorsed by them.
Managed service keeps Named-Account Research tuned to your ICP, voice and approval rules month to month: $500/month for up to three bots.
Scout
Reads everything about the account so you don't have to.
Turns a company name into a one-page brief you can read in the five minutes before a call.
Research only. It never contacts the account.
Works in Grok · ChatGPT · Claude · Gemini
Echo
Keeps one eye on the competition, calmly.
Keeps an eye on the competitors you name and tells you what changed and why it matters.
Public sources only. It reports; it doesn't act.
Works in Grok · ChatGPT · Claude · Gemini
Dot
Knows exactly who your best customer is.
Turns your best customers into a written ICP, then ranks your account list against it.
Recommends a priority order. You decide who gets worked.
Works in Grok · ChatGPT · Claude · Gemini