The fastest way to understand AccountMap.ai is to build a map on a real company. Pick an account you’re currently working — ideally one with three or more contacts and an open deal — and follow along.
Open the card
Navigate to the Company record. You’ll see the AccountMap.ai card near the top of the record view, with three numbers:
- Account Health — a 0-100 score summarising stakeholder coverage and activity.
- Stakeholders — the number of contacts AccountMap.ai is tracking on this company.
- Levels — how deep the hierarchy goes, once you’ve built one.
On a fresh record you’ll see a health score based on the contacts and activity that already exist in HubSpot. You don’t need to tag or configure anything first — AccountMap.ai reads what’s there.
Explore the Activity tab
The Activity tab gives you the 14-day pulse on this account:
- Emails, calls, meetings — counts across all associated contacts.
- Trend — percentage change vs the prior 14 days. Arrows show direction.
- Deal Coverage — a score and checklist showing whether the buying committee is covered. Green items pass, amber items are warnings, red items fail.
If Deal Coverage is red or amber, the checklist tells you exactly what’s missing: no Decision Maker identified, no Champion, single-threaded, or a stakeholder has gone cold. Each red item becomes an action for your next call.
Open the full Account Map
Click View Account Map at the bottom of the card. A full-screen modal opens inside HubSpot.
On first open you’ll see every associated contact laid out as a flat list of people. From here you can:
- Drag contacts into a hierarchy. Drop one person onto another to indicate who reports to whom. The root of the tree should be the most senior person you know.
- Assign buying roles. Click any contact and pick a role from the detail panel — Decision Maker, Economic Buyer, Champion, Influencer, Blocker, or End User.
- Add placeholders. Click + Add placeholder for roles you know exist but haven’t met yet, like “VP of Engineering — Unknown”. Placeholders count as coverage gaps until you replace them with a real contact.
- Read the detail panel. Clicking a contact reveals adoption persona, engagement heat grid, communication cadence, and recommended next actions.
Changes save automatically as you work. Close the modal whenever you’re done — no save button, no confirmation dialog.
What good looks like after five minutes
After five minutes on a typical mid-market account, you should have:
- A 2-3 level hierarchy with the CEO, VP, or department head at the top.
- At least one Decision Maker and one Champion tagged.
- One or two placeholders for stakeholders you still need to identify.
- A Deal Coverage score that’s either green, or amber with a clear “what’s missing” list.
That’s the whole product. Everything else is refinement.
Tip: start with open deals
Don’t try to map your entire book of business on day one. Pick your three most important open deals this week, build a map for each, and use them in your next deal review. You’ll see the value immediately and your teammates will notice.
Next
Ready to roll it out to the rest of the team? Head to Invite your team.