Account Lifecycle
Every account an ADM owns passes through a predictable set of stages — from the moment it lands in your portfolio to renewal (or offboarding). This page maps each stage to the exact Cursor commands, CLI commands, and MCP prompts you run at that moment.
Use the individual Workflow guides for step-by-step detail. Use this page to orient yourself on where an account is and what to run next.
Lifecycle Overview
[Assigned] → [Research] → [Pilot Setup] → [Pilot Running] → [Expansion] → [Mature / QBR Cycle] → [Renewal or Risk]
↕ ↕
[Stalled Adoption] [Escalation]
Stage 1 — Account Assignment
Trigger: Account is assigned to you. You have a company name, expected seat count, and a primary contact.
Goal: Get a record into the system and understand what you're working with.
| Action | Cursor | CLI | MCP Prompt |
|---|---|---|---|
| Create account record | — | adm account new | — |
| Research the company | /adm-research [Company] | adm research [Company] --depth standard | Research [Company]. Focus on: engineering org size, tech stack, AI tools in use, CTO/CDO leadership, recent engineering blog posts. |
| Scan for competitive signals | /adm-competitive | adm competitive [Company] | Scan [Company] for competitive AI tooling signals — Copilot, Tabnine, Codeium, etc. |
Outputs: ACCOUNT.md, COMPETITIVE.md, account record in MongoDB.
Stage 2 — Pre-Pilot Preparation
Trigger: Initial conversation scheduled or completed. You need to show value before the pilot starts.
Goal: Build ROI model, deployment plan, and onboarding kit to present to the customer.
| Action | Cursor | CLI | MCP Prompt |
|---|---|---|---|
| Build ROI model | /adm-roi [seats] [avg_salary] | adm roi [Company] --seats [N] | Calculate ROI for [N] developers at [Company]. Use base scenario. |
| Generate deployment plan | /adm-deploy [Company] | adm plan [Company] --seats [N] | Generate deployment plan for [Company], [N] seats. Constraints: [any]. |
| Generate Cursor rules for account | /adm-rules [Company] | — | Generate Cursor rules for [Company]. |
| Create onboarding kit (developers) | /adm-onboarding [Company] developers pilot | — | Generate onboarding kit for [Company], pilot phase, developers. |
| Create onboarding kit (managers) | /adm-onboarding [Company] managers pilot | — | Generate onboarding kit for [Company], pilot phase, managers. |
| Create onboarding kit (executives) | /adm-onboarding [Company] executives pilot | — | Generate onboarding kit for [Company], pilot phase, executives. |
Outputs: ROI.md, DEPLOYMENT.md, .adm/accounts/{company}/cursor-rules/*.mdc, .adm/accounts/{company}/onboarding/*.md.
Stage 3 — Pilot Running
Trigger: Pilot seats are live. Developers are using Cursor.
Goal: Monitor adoption health, catch problems early, build the champion relationship.
| Action | Cursor | CLI | MCP Prompt |
|---|---|---|---|
| Compute health score | /adm-health [Company] | adm health [Company] --interactive | Run health score for [Company]. Use current WAU/DAU, NPS, ticket data. |
| Run risk detection | /adm-risk [Company] | adm risk [Company] | Run risk detection for [Company]. Flag churn and competitive signals. |
| Check portfolio status | /adm-progress | adm portfolio | Show team dashboard with health scores and risk flags. |
Outputs: HEALTH.md, RISK.md, health score record in MongoDB.
Watch for: WAU below 60% of licensed seats after week 3, NPS below 30, any competitive displacement signals. → Go to Stage 4a (Stalled) if needed.
Stage 4 — Pilot Review / QBR
Trigger: End of pilot period, or quarterly cadence once account is in steady state.
Goal: Present outcomes, build the business case for expansion, secure executive sponsorship.
| Action | Cursor | CLI | MCP Prompt |
|---|---|---|---|
| Update health score | /adm-health [Company] | adm health [Company] --interactive | Run health score for [Company] with latest usage data. |
| Generate QBR | /adm-qbr [Company] [Quarter] | adm qbr [Company] --quarter 2026-Q1 | Generate QBR for [Company], quarter 2026-Q1. |
| Generate success story | — | — | Generate success story for [Company] for exec/marketing use. |
Outputs: QBR-{quarter}.md, success story narrative, updated health record.
Stage 4a — Stalled Adoption
Trigger: WAU declining, adoption plateau, or internal champion has gone quiet.
Goal: Diagnose root cause and generate an intervention plan.
| Action | Cursor | CLI | MCP Prompt |
|---|---|---|---|
| Diagnose stalled adoption | /adm-stalled [Company] [team] | — | — |
| Re-run risk assessment | /adm-risk [Company] | adm risk [Company] | Run risk detection for [Company]. Include trend analysis. |
Prerequisite: USAGE_TREND.md with at least 4 weeks of weekly active user data in the format:
| Week | Active Users |
|------------|-------------|
| 2026-01-01 | 140 |
| 2026-01-08 | 120 |
Outputs: STALLED_ADOPTION.md, intervention plan with root cause classification (technical / cultural / process / leadership).
If situation is urgent: → Go to Stage 4b (Escalation).
Stage 4b — Escalation
Trigger: Churn risk is real, a technical blocker is unresolved, or the relationship has deteriorated.
Goal: Get internal resources aligned quickly with a clear brief.
| Action | Cursor | CLI | MCP Prompt |
|---|---|---|---|
| Generate escalation brief | — | adm escalate [Company] | Run adm_escalation_brief for [Company]. Issue type: [technical|relationship|competitive|churn_risk]. Urgency: [immediate|this_week|this_quarter]. |
Outputs: Escalation brief stored in escalations collection with situation, impact, root cause, and recommended actions.
Stage 5 — Expansion
Trigger: Pilot metrics are strong. Champion is ready to push for broader rollout.
Goal: Build the expansion proposal with phased waves, ROI projections, and procurement notes.
| Action | Cursor | CLI | MCP Prompt |
|---|---|---|---|
| Build expansion proposal | /adm-expansion [current] [target] [Company] | adm expansion [Company] --current [N] --target [N] | Run adm_expansion_plan for [Company]. currentSeats: [N], targetSeats: [N], pilotMetricsScenario: base. |
Example: /adm-expansion 200 2000 Adobe
Outputs: EXPANSION.md with phased rollout waves, ROI projections (conservative / base / aggressive), executive summary, procurement timeline.
Stage 6 — Mature Account / Steady-State QBR Cycle
Trigger: Expansion complete. Account is at or near full deployment.
Goal: Maintain health, document wins, prepare for renewal.
Cadence:
| Frequency | Action | Command |
|---|---|---|
| Weekly | Check health score trend | adm health [Company] or /adm-health [Company] |
| Monthly | Review portfolio | adm portfolio or /adm-progress |
| Quarterly | Generate QBR | /adm-qbr [Company] [Quarter] or adm qbr [Company] --quarter [Q] |
| Quarterly | Update ROI model with actuals | adm roi [Company] --seats [N] |
| As needed | Success story for marketing | MCP: Generate success story for [Company]. |
Stage 7 — Renewal or Offboarding
Renewal Path
Trigger: Contract renewal approaching (typically 90 days out).
| Action | Cursor | CLI |
|---|---|---|
| Run full health check | /adm-health [Company] | adm health [Company] --interactive |
| Refresh ROI model with actuals | — | adm roi [Company] --seats [N] |
| Generate final QBR | /adm-qbr [Company] [Quarter] | adm qbr [Company] --quarter [Q] |
| Run risk check | /adm-risk [Company] | adm risk [Company] |
Offboarding Path
Trigger: Customer is not renewing.
| Action | CLI |
|---|---|
| Remove account from active portfolio | adm account delete [Company] |
adm account delete removes the account and all related MongoDB records. This cannot be undone. Confirm before running.
Quick Reference: Stage → Commands
| Stage | Key Cursor Command | Key CLI Command |
|---|---|---|
| Assignment / Research | /adm-research [Company] | adm research [Company] |
| Pre-Pilot | /adm-roi [seats] [salary] · /adm-deploy [Company] · /adm-rules [Company] · /adm-onboarding [Company] | adm roi [Company] · adm plan [Company] |
| Pilot Running | /adm-health [Company] · /adm-risk [Company] | adm health [Company] · adm risk [Company] |
| QBR | /adm-qbr [Company] [Quarter] | adm qbr [Company] --quarter [Q] |
| Stalled Adoption | /adm-stalled [Company] [team] | — |
| Escalation | — | adm escalate [Company] |
| Expansion | /adm-expansion [current] [target] [Company] | adm expansion [Company] --current [N] --target [N] |
| Portfolio View | /adm-progress | adm portfolio |
Related Workflows
- New Account (0 → Pilot) — detailed steps for Stage 1 & 2
- QBR Cycle — detailed steps for Stage 4
- Expansion Proposal — detailed steps for Stage 5
- Risk & Stalled Adoption — detailed steps for Stage 4a
- Escalation Brief — detailed steps for Stage 4b