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

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

# 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]

# Account Plan: Acme Corp **Plan date:** 2026-01-28 **Account owner:** Dave **Annual value:** $180,000 **Renewal date:** July 15, 2026 --- ## 📋 Executive Summary **Account status:** Strategic (Top-tier customer, high growth potential) **Primary goal:** Expand from Product team (current) to Engineering + Marketing (3x ARR potential) **Top priority:** Build relationship with CTO (Jennifer) to unlock Engineering adoption **Quick facts:** - Customer since: Aug 2024 - Products using: Core Platform, Analytics Module - Team size: 45 users (Product + Data teams) - Industry: B2B SaaS - Company size: 250 employees --- ## 👥 Stakeholder Map ### Key Champions **Sarah Chen - VP Product** - **Role:** Champion (Power User) - **Influence:** High (reports to CEO) - **Support:** Very High (vocal advocate) - **Relationship:** Strong (monthly calls, quick Slack responses) - **Last contact:** Yesterday (Contract review call) - **Key interests:** Product strategy, customer insights, data-driven decisions - **How to engage:** Quarterly roadmap previews, beta access to new features ### Economic Buyers **Tom Martinez - CFO** - **Role:** Economic Buyer - **Influence:** Very High (budget authority) - **Support:** Medium (neutral, data-driven) - **Relationship:** Moderate (met once at QBR) - **Last contact:** Oct 15 (Quarterly business review) - **Key concerns:** ROI, cost efficiency, tool consolidation - **How to engage:** Show usage metrics, cost savings from efficiency gains ### Potential Champions (Not Yet Engaged) **Jennifer Park - CTO** - **Role:** Technical Buyer for Engineering expansion - **Influence:** Very High (peer to Sarah) - **Support:** Unknown (no relationship yet) - **Relationship:** None - **Key interests:** [Need to discover] Likely: developer experience, API quality, integrations - **How to engage:** **PRIORITY** - Intro from Sarah, technical deep-dive ### Users - Product team (30 users) - High adoption - Data team (15 users) - Medium adoption - Engineering team (50+ potential users) - Not yet using ### Gaps - **Missing relationships:** CTO (Jennifer), CMO (unidentified), Engineering leadership - **Weak relationships:** CFO (Tom) - only formal QBR interactions --- ## 📊 Current State ### Product Adoption **What they're using:** - Core Platform - High adoption (40/45 seats active daily) - Analytics Module - Medium adoption (25/45 users monthly) - API - Low usage (Dev team not engaged yet) **Usage insights:** - Sarah's team are power users - using advanced features - Data team struggling with custom report creation - Mentioned wanting real-time dashboards (recorded in customer intel) ### Health Indicators - **Engagement:** High - Daily active usage, regular communication - **Satisfaction:** High - Positive feedback, vocal advocacy, willing to be reference - **Advocacy:** High - Referred 2 companies this quarter, case study participant **Recent feedback:** - ✅ "Love the product" - Sarah, multiple times - ✅ "Best tool our team uses" - Data analyst quote - ⚠️ "Reporting takes too long" - Pain point (opportunity for Analytics upgrade) --- ## 🎯 Growth Opportunities ### Near-term (This Quarter) **1. Engineering Team Expansion** - **Type:** Expansion - **Potential value:** $180,000 (2x current ARR) - **Why now:** Engineering team growing (10 new hires this quarter), need better workflow tools - **Requirements:** - Build relationship with CTO Jennifer - Technical demo for engineering use cases - Integration with their GitHub/Jira setup - **Owner:** Dave - **Timeline:** Target close by end of Q1 **2. Analytics Module Upgrade** - **Type:** Upsell - **Potential value:** $36,000/year (+20% ARR) - **Why now:** Real-time dashboard pain point expressed 3x in last month - **Requirements:** - Show new dashboard capabilities - ROI case for time savings - Budget approval from Tom (CFO) - **Owner:** Dave - **Timeline:** Proposal by Feb 10 ### Medium-term (2-3 Quarters) **1. Marketing Team Expansion** - **Type:** Cross-sell - **Potential value:** $90,000/year - **Trigger conditions:** Hire new CMO (they're recruiting), marketing team expansion --- ## 🚨 Risk Factors ### Active Risks **1. Contract renewal in 6 months with no executive relationship** - **Type:** Relationship Risk - **Severity:** Medium - **Evidence:** Only deep relationship is with Sarah (VP Product). CFO is budget-focused, CTO unknown. - **Mitigation:** - Build relationship with Jennifer (CTO) now - Strengthen relationship with Tom (CFO) via ROI storytelling - Secure multi-year renewal before July - **Owner:** Dave - **Status:** In progress (Jennifer intro scheduled via Sarah) **2. Reporting pain point unaddressed** - **Type:** Churn Risk (low but growing) - **Severity:** Low (currently) → Medium (if unaddressed) - **Evidence:** Mentioned 3x in past month, called "frustrating" - **Mitigation:** Analytics upgrade proposal, show real-time dashboard solution - **Owner:** Dave - **Status:** Planned (proposal in works) ### Risk Indicators to Monitor - Sarah leaving (she's key champion) - Check quarterly - Budget cuts at Acme (CFO mindset) - Watch for signals --- ## 💡 Strategic Initiatives ### This Quarter **1. Unlock Engineering Expansion** - **Goal:** Build relationship with CTO Jennifer, position for 50+ seat expansion - **Actions:** - [x] Request intro from Sarah - DONE - [ ] Coffee meeting with Jennifer - Scheduled Feb 2 - [ ] Technical deep-dive demo for engineering use case - Feb 9 - [ ] Proposal for engineering package - Feb 16 - **Success metrics:** Jennifer meeting happens, technical demo goes well, proposal sent **2. Close Analytics Upgrade** - **Goal:** Upsell Analytics Module upgrade to address reporting pain - **Actions:** - [ ] Build ROI case (time savings) - By Feb 5 - [ ] Demo real-time dashboards - Feb 8 (with Sarah) - [ ] Present to CFO Tom - Feb 12 - [ ] Close by Feb 28 - **Success metrics:** $36K upsell closes, reporting pain resolved --- ## 📅 Engagement Plan ### Regular Touchpoints - **Weekly:** Support tickets (data team), product questions (Slack with Sarah) - **Monthly:** Sarah sync (product feedback, roadmap preview) - **Quarterly:** Executive business review (Sarah, Tom, ideally Jennifer) - **Annual:** Contract renewal (July), strategic planning session ### Upcoming Events - **Feb 2** - Coffee with Jennifer (CTO) - Build relationship, understand engineering needs - **Feb 8** - Dashboard demo with Sarah - Show Analytics upgrade - **Feb 9** - Technical demo for Jennifer - Engineering use case positioning - **Feb 12** - ROI presentation with Tom (CFO) - Analytics upgrade approval --- ## 📚 Account History ### Key Milestones - **Aug 2024** - Initial deal closed ($90K) - Product team adoption - **Oct 2024** - Added Analytics Module ($90K total ARR) - **Nov 2024** - Sarah became vocal advocate, participated in case study - **Jan 2025** - Contract expansion conversation, Jennifer intro secured ### Major Decisions - **Oct 2024** - Chose us over Competitor Y based on ease of use and Sarah's recommendation - **Jan 2025** - Decided to explore engineering expansion (Sarah's push) ### Lessons Learned - Sarah is an amazing champion - give her early access to features, she drives internal adoption - Data team needs more training - they're not using advanced features effectively - ROI storytelling resonates with Tom (CFO) - lead with metrics, not features --- ## 🎯 Success Metrics **Primary metrics:** - Revenue: $180K → $396K (2.2x) by end of Q2 - Users: 45 → 100+ (Product + Engineering + Marketing) by end of year - Adoption: 89% → 95% (get data team to advanced features) **Relationship metrics:** - Executive contacts: 2 (Sarah, Tom) → 4 (add Jennifer, CMO when hired) - Meeting frequency: Monthly with Sarah → Add monthly with Jennifer - Advocacy: Case study done → Video testimonial by mid-year --- ## 📝 Next Actions **Immediate (This Week):** - [ ] Confirm Feb 2 coffee with Jennifer - Dave - Jan 29 - [ ] Build Analytics upgrade ROI deck - Dave - Feb 1 **Short-term (This Month):** - [ ] Jennifer meeting - Dave - Feb 2 - [ ] Dashboard demo - Dave - Feb 8 - [ ] Engineering technical demo - Dave - Feb 9 - [ ] CFO ROI presentation - Dave - Feb 12 **Review date:** April 1 (after Q1 initiatives complete)

Account Plan

Purpose

Usage

Step 1: Gather Account Context

Company/Account Files

Person Pages

Account Plan

Purpose

Usage

Step 1: Gather Account Context

Company/Account Files

Person Pages

Meeting History

Deal History

Step 2: Analyze Stakeholder Map

For Each Stakeholder:

Step 3: Identify Opportunities and Risks

Growth Opportunities

Risk Factors

Step 4: Generate Account Plan

Step 5: Offer Follow-Up Actions

Existing Plan Updates

Integration with Other Skills

Example Output

Taskflow Inbox Triage

Accessibility

Open a Pull Request

Investor Materials

Continuous Agent Loop

Configure Ecc