AI skill · Volume 2 · Workflow K5
How much revenue is already contracted with a key TIC account?
It builds a banded revenue forecast for the next twelve months from certificates, dates and billing history, and shows what each band rests on.
It is workflow K5 of the twelve in AI for Key Account Management, sold on its own as one AI skill file (.zip) with a two-page start-here guide. Everything it writes is a draft for a person to check.
What you give it, and what comes back.
You attach: the certificate register and a three-year billing extract. It also asks for the account calendar from K9; say if you have none.
You get back: A banded revenue forecast for the next twelve months, showing what each band rests on.
It does not: guess a missing figure. It writes "not found" instead.
The certificate register and a three-year billing extract for the account. It also asks for the account calendar that workflow K9 produces. If you do not have one, say so: it marks it not found rather than guessing.
One run, start to finish
What it looks like when you use it.
Run in Claude (Opus 5, high effort), in our own Claude account with the skill installed on 20 September 2026. The account, the certificate register and the billing extract are invented for this example, and the run is shown as it came back, unedited. We checked its arithmetic and it is right. Your assistant's wording will differ: AI answers change between assistants and between runs.
input · what was given to the skill
The account, invented. ApplianceExample Group. Certificate register: four product certificates expiring in 3, 7, 14 and 20 months, two needing annual surveillance. Billing extract, three years: EUR 120,000 over 22 jobs, then EUR 138,000 over 25 jobs, then EUR 96,000 over 17 jobs with no EMC work after month 7 and one large project cancelled in month 9. Recurring surveillance testing of about EUR 18,000 a year. We told it we have no account calendar.
output · what came back
You have no account calendar. That is the largest gap in this forecast. Certificate expiries are given as "in 3 months", not as dates, and surveillance dates are not found. The bands below can be built. The timing inside them cannot.
what to notice
The arithmetic is shown and it is right: we checked it. EUR 354,000 over 64 jobs is EUR 5,531 a job, the three non-recurring figures subtract correctly, and EUR 18,000 against a range of EUR 96,000 to EUR 120,000 is 15% to 19%. The one assumption it had to make, that the recurring figure was billed in all three years, is stated and handed back for correction.
Two bands come back "not found" rather than estimated, and the run says plainly that the total is incomplete because of them. It also reads the shape of the decline correctly: job value held steady, job count fell, so this is a volume problem, not a price problem. The single judgement in the forecast is labelled as the account manager's to make.
The skill, or the report?
This workflow is not sold on its own. It comes with AI for Key Account Management, which sets out the method and the evidence for all twelve of its workflows, and every licence includes all twelve as ready-made skill files at no extra cost.