Purpose
Create a comprehensive strategic account plan by gathering all context on an account and structuring it into a clear growth and relationship strategy.
Usage
/account-plan [account-name]- Create or update account plan for specific company
Method
Define the account, planning horizon, authorized owner, and as-of time before
searching. Build a source ledger across company, person, meeting, deal, and prior
plan records; deduplicate copied facts while retaining every source ID and source
date. Classify each material item as observed, customer-stated, inferred,
contradictory, stale, or unknown. Only then map stakeholders, current state,
opportunities, risks, and possible actions. Keep recommendations separate from
the account owner's decisions, and never convert a suggested action into a task
or saved plan without the controlled-write sequence below.
Output contract
Return the scope and coverage first, followed by the source ledger, known account
facts, unresolved contradictions and unknowns, stakeholder map, evidence-backed
opportunities and risks, and recommendations awaiting human decision. Any count
or total must name its denominator and excluded unknown values. End with a save
status of not requested, awaiting confirmation, verified from read-back, or
failed, plus the exact path and receipt when a confirmed write occurred. Never
describe an unverified draft as the current account plan.
Evidence, authority, and recovery
Treat the account plan as a decision aid, not as a source of truth. Set an
as-of timestamp when gathering context. Add per-field provenance to every
material fact or claim: the source path or record, the source date (the date of
the event or assertion, or undated), and the as-of time when it was read.
Do not silently use a file modified date as the event date. A compact notation
is: Annual value: £... (source: 04-Projects/..., source date: 2026-08-01, as-of: 2026-08-12T10:30Z).
- Keep absent data as
Unknown — not found. For any unknown field, do not infer a stakeholder role, relationship strength, budget, renewal date, adoption number, intent, or outcome from a title, pattern, or template. Never invent absent facts. If sources contradict one another, list each source and date, show the contradiction, and leave the field unresolved until an authorized human resolves it. - Separate observed facts from customer-stated facts and recommendations. Recommendations are not human decisions: do not turn a suggested owner, status, priority, or next action into a saved fact or create follow-up work without the user's decision.
- Keep gathering read-only. Before creating or updating
05-Areas/Companies/[Company-Name]_Account_Plan.md, show an exact write preview: the target path and complete proposed content, or an exact before/after diff, including every provenance andUnknownlabel. Require explicit confirmation from the authorized human account owner; a recommendation, a prior plan, or an implied yes is not authority. Do not write before that confirmation. - After writing, read back the saved plan from disk and compare it with the approved preview, including the path, content, and key field annotations. Report the read-back result. If the write fails, times out, or the read-back differs, say that the plan is not verified and may be partially changed; preserve the prior copy where possible, re-read the file, show the discrepancy, and wait for explicit human direction before repairing or retrying. Never claim the plan was created or updated from a tool response alone.
Step 1: Gather Account Context
Collect information from multiple sources:
Company/Account Files
- Check 04-Projects/ for deal files related to this account
- Check 05-Areas/Companies/ for company page
- Look for company pages in 05-Areas/Companies/
Person Pages
- Search People/ for individuals at this company
- Extract:
- Names and roles
- Relationship strength
- Key conversations
- Pain points mentioned
- Influence level
Meeting History
- Search 00-Inbox/Meetings/ for meetings with this account (last 12 months)
- Extract:
- Key topics discussed
- Decisions made
- Commitments (theirs and ours)
- Concerns raised
- Wins celebrated
Deal History
- Current deals in pipeline
- Past deals (won/lost)
- Products/services they use
- Contract value and terms
- Renewal dates
Step 2: Analyze Stakeholder Map
Build comprehensive stakeholder analysis:
For Each Stakeholder:
Role classification:
- Champion: Advocates for us internally
- Economic Buyer: Final decision authority
- Technical Buyer: Evaluates product fit
- User: Day-to-day product user
- Blocker: Resistant or hostile
Influence and Support:
- High influence, high support = Key Champion
- High influence, low support = Risk / Blocker
- Low influence, high support = User Champion
- Low influence, low support = Monitor
Relationship Strength:
- Strong: Regular contact, mutual trust
- Moderate: Occasional contact, professional
- Weak: Minimal contact or new relationship
- None: Haven't connected
Step 3: Identify Opportunities and Risks
Growth Opportunities
- Expansion opportunities:
- Additional products/features they don't use
- Other departments/teams that could benefit
- Volume/usage growth potential
- Upsell indicators:
- Pain points that premium features solve
- Budget availability signals
- Competitive alternatives they're using
- Relationship opportunities:
- Executives we haven't met
- Teams we're not working with
- Events/conferences they attend
Risk Factors
- Churn risk:
- Product adoption issues
- Unresolved pain points
- Competitor activity
- Budget cuts mentioned
- Relationship risks:
- Key champion leaving
- Stakeholder concerns unaddressed
- Reduced engagement
- Competitive risks:
- Competitor mentions
- Evaluation processes
- Dissatisfaction signals
Step 4: Generate Account Plan
Create structured account plan document:
markdown# Account Plan: [Company Name] **Plan date:** [Today] **Account owner:** [User name] **Annual value:** $[Amount if known] **Renewal date:** [Date if known] --- ## 📋 Executive Summary **Account status:** [Strategic / Growing / Stable / At-Risk] **Primary goal:** [Main objective for this account] **Top priority:** [Most important action] **Quick facts:** - Customer since: [Date] - Products using: [List] - Team size: [Number of users] - Industry: [Vertical] - Company size: [Employees] --- ## 👥 Stakeholder Map ### Key Champions **[Name] - [Title]** - **Role:** Champion - **Influence:** High - **Support:** High - **Relationship:** Strong - **Last contact:** [Date] - **Key interests:** [What they care about] - **How to engage:** [Strategy] ### Economic Buyers **[Name] - [Title]** - **Role:** Economic Buyer - **Influence:** High - **Support:** Medium - **Relationship:** Moderate - **Last contact:** [Date] - **Key concerns:** [What worries them] - **How to engage:** [Strategy] ### Users [List key users with brief context] ### Gaps - **Missing relationships:** [Roles/departments not yet connected] - **Weak relationships:** [People we should strengthen ties with] --- ## 📊 Current State ### Product Adoption **What they're using:** - [Product/Feature 1] - [Adoption level: High/Medium/Low] - [Product/Feature 2] - [Adoption level: High/Medium/Low] **Usage insights:** - [Key usage pattern] - [Adoption blockers] - [Power users] ### Health Indicators - **Engagement:** [High/Medium/Low] - [Evidence] - **Satisfaction:** [High/Medium/Low] - [Evidence] - **Advocacy:** [High/Medium/Low] - [Evidence] **Recent feedback:** - [Positive signal 1] - [Concern 1] --- ## 🎯 Growth Opportunities ### Near-term (This Quarter) **1. [Opportunity Name]** - **Type:** Expansion / Upsell / Cross-sell - **Potential value:** $[Amount] - **Why now:** [Timing/trigger] - **Requirements:** [What needs to happen] - **Owner:** [Who drives this] - **Timeline:** [Target date] **2. [Opportunity Name]** [Same structure] ### Medium-term (2-3 Quarters) **1. [Opportunity Name]** - **Type:** [Type] - **Potential value:** $[Amount] - **Trigger conditions:** [What would enable this] --- ## 🚨 Risk Factors ### Active Risks **1. [Risk Description]** - **Type:** Churn / Competition / Relationship - **Severity:** High / Medium / Low - **Evidence:** [What indicates this risk] - **Mitigation:** [Actions to reduce risk] - **Owner:** [Who's responsible] - **Status:** [In progress / Planned / Monitor] ### Risk Indicators to Monitor - [Indicator 1] - Check monthly - [Indicator 2] - Check quarterly --- ## 💡 Strategic Initiatives ### This Quarter **1. [Initiative Name]** - **Goal:** [What we're trying to achieve] - **Actions:** - [ ] [Action 1] - [Owner] - [Date] - [ ] [Action 2] - [Owner] - [Date] - [ ] [Action 3] - [Owner] - [Date] - **Success metrics:** [How we measure success] **2. [Initiative Name]** [Same structure] --- ## 📅 Engagement Plan ### Regular Touchpoints - **Weekly:** [User check-ins, support tickets] - **Monthly:** [Champion sync, usage review] - **Quarterly:** [Executive business review, roadmap discussion] - **Annual:** [Contract renewal, strategic planning] ### Upcoming Events - **[Date]** - [Event/Meeting] - [Purpose] - **[Date]** - [Event/Meeting] - [Purpose] --- ## 📚 Account History ### Key Milestones - **[Date]** - [Milestone: First deal, major expansion, executive engagement, etc.] - **[Date]** - [Milestone] ### Major Decisions - **[Date]** - [Decision made and impact] - **[Date]** - [Decision made and impact] ### Lessons Learned - [Learning 1] - [What to do differently] - [Learning 2] - [What worked well] --- ## 🎯 Success Metrics **Primary metrics:** - Revenue: $[Current] → $[Target] - Users: [Current] → [Target] - Adoption: [Current %] → [Target %] **Relationship metrics:** - Executive contacts: [Current] → [Target] - Meeting frequency: [Current] → [Target] - Advocacy: [Current state] → [Target state] --- ## 📝 Next Actions **Immediate (This Week):** - [ ] [Action 1] - [Owner] - [Date] - [ ] [Action 2] - [Owner] - [Date] **Short-term (This Month):** - [ ] [Action 1] - [Owner] - [Date] - [ ] [Action 2] - [Owner] - [Date] **Review date:** [When to revisit this plan]
Save to: 05-Areas/Companies/[Company-Name]_Account_Plan.md
Step 5: Offer Follow-Up Actions
After creating the plan, ask:
"Account plan created! Want me to:
- Update person pages with strategic context?
- Draft email for stakeholder engagement?
- Create tasks for immediate actions?
- Schedule quarterly business review?"
Existing Plan Updates
If account plan already exists:
- Read existing plan
- Ask what's changed:
- New stakeholders?
- Updated opportunities?
- New risks?
- Progress on initiatives?
- Update relevant sections
- Preserve historical context
Integration with Other Skills
- Before creating: Run
/customer-intel [company]for recent feedback - After creating: Use
/meeting-prepwith stakeholders using this context - For renewals: Use
/renewal-prepwith this plan as foundation - Quarterly: Review and update alongside
/pipeline-health
Example Output
This is a schema example, not a fictional account. Replace bracketed values only
with evidence from the source ledger; leave missing values as Unknown.
markdown# Account Plan: [Account name or Unknown] **As-of date:** [As-of date] **Account owner:** [Owner or Unknown] **Plan status:** Draft for human review ## Source ledger | Source ID | Source date | Scope | Freshness / limits | |---|---|---|---| | [Source ID] | [Source date] | [Contract, CRM record, meeting, or usage report] | [Limit or Unknown] | ## Account facts | Field | Value | Source ID | Source date | |---|---|---|---| | Contract value | [Exact sourced value or Unknown] | [Source ID] | [Source date] | | Renewal date | [Exact sourced date or Unknown] | [Source ID] | [Source date] | | Adoption | [Configured measure or Unknown] | [Source ID] | [Source date] | ## Stakeholders | Person | Evidence-backed role | Relationship | Last confirmed contact | |---|---|---|---| | [Name or Unknown] | [Role or Unknown] | [Observed state or Unknown] | [Date / Source ID / Unknown] | ## Opportunities, risks, and actions - Opportunity: [Observed need and evidence, or Unknown] - Risk: [Observed signal and evidence, or Unknown] - Proposed action: [Owner / due date / evidence needed] - Decision authority: [Human owner] ## Save boundary - Exact target: [path] - Preview confirmed by: [human / timestamp] - Read-back result: [matched preview or failed; recovery action]
