Workflow: New Account (0 → Pilot)
Overview
Goal: Get a new account from cold assignment to running pilot in the shortest path.
Total time: ~2 hours of ADM effort
Prerequisites: Account name, expected seat count, primary contact name
Output: MongoDB account record, deployment plan, onboarding kit, Cursor rules
The Workflow
Run account research first. This creates .adm/accounts/{company}/ACCOUNT.md and becomes the context for every downstream tool.
Cursor: /adm-research [Company Name] or /adm-research [Company Name] deep
CLI: adm research [Company Name] --depth standard
MCP Prompt:
Research [Company Name]. Focus on: engineering org size, tech stack, AI tools already in use, CTO/CDO leadership, recent engineering blog posts.
What you'll get: Company stats, leadership profiles, confirmed tech stack, AI philosophy, existing tooling.
Model ROI with the expected seat count. Pass accountId to persist.
CLI: adm roi [Company Name] --seats [N]
MCP Prompt:
Calculate ROI for [N] developers for [Company Name]. Use base scenario.
What you'll get: ROI multiple, payback period, savings breakdown. Stored in roi_models.
Create the phased rollout (Pilot → Expansion → Full). Writes .adm/accounts/{company}/DEPLOYMENT.md.
Cursor: /adm-deploy [Company Name]
CLI: adm plan [Company Name] --seats [total target]
MCP Prompt:
Generate deployment plan for [Company Name], [total target] seats. Constraints: [any constraints].
What you'll get: 3 phases with team targets, success criteria, champion plan, risk register, Cursor config recommendations.
Create account-specific .cursor/rules/*.mdc files. (MCP only — use Cursor chat.)
MCP Prompt:
Generate Cursor rules for [Company Name].
What you'll get: design-system, security, testing, onboarding rule files tailored to their tech stack.
Generate materials for developers, managers, and executives. (MCP only — use Cursor chat.)
MCP Prompt:
Generate onboarding kit for [Company Name], pilot phase, developers.
Repeat for managers and executives as needed.