mohitagw15856
f3b9d008fe
New skills added: - teaching-lesson-plan: structured lesson plans for any subject/audience/setting - seo-content-brief: complete SEO briefs with intent, competitor gaps, and outline - media-pitch: story-first journalist pitches with angle development framework - change-management-plan: stakeholder analysis, comms strategy, adoption metrics - workshop-facilitation-guide: activity instructions, decision protocols, facilitator moves - sales-forecasting-model: pipeline model, scenario analysis, assumption log - tax-planning-checklist: year-end tax planning across income, pension, CGT, reliefs Quality improvements across all 93 existing skills: - Standardised description format: "Verb the thing. Use when X. Produces Y." - Added Required Inputs section to all skills missing it (prompts for missing info) - Added Quality Checks section to all skills missing it (specific, not generic) - Fixed broken multiline YAML descriptions - Removed non-standard frontmatter keys (tool_integration, metadata blocks) README updated to v6.0.0 with 100-skill count, new skill tables, and article series Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2.8 KiB
2.8 KiB
name, description
| name | description |
|---|---|
| account-plan | Build a structured account plan for any key customer or target account. Use when asked to create an account plan, key account strategy, strategic account review, or territory plan. Produces a complete account plan with relationship map, growth opportunities, risks, and 90-day action plan. |
Account Plan Skill
Produces a structured account plan — the document that separates account managers who grow accounts from those who just service them.
Required Inputs
- Account name
- Current ARR / revenue
- Contract renewal date
- Key contacts (names, roles, relationship strength)
- Products/services currently in use
- Known opportunities or expansion areas
- Known risks
- Planning horizon (6 / 12 / 24 months)
Output Structure
Account Plan: [Account Name]
Account Manager: [Name] | Period: [Date range]
Account Snapshot
| Metric | Current | Target (EOY) |
|---|---|---|
| ARR / Revenue | £[amount] | £[target] |
| NPS / Health score | [Score] | [Target] |
| Products in use | [List] | [Expansion targets] |
| Renewal date | [Date] | — |
| Risk level | Low / Medium / High | — |
Relationship Map
| Name | Title | Influence | Relationship | Notes |
|---|---|---|---|---|
| [Name] | [Role] | Decision maker / Influencer / User | Strong / Neutral / Weak | [Insight] |
Relationship gaps: [Who we do not have access to that we should] Executive sponsor: [Do we have one? If not — who could become one?]
Why They Stay (Retention Anchors)
[2-3 specific reasons this account renews. If the list is short, that is the risk signal.]
Growth Opportunities
| Opportunity | Product | Est. Value | Timeline | Next Action |
|---|---|---|---|---|
| [Opportunity] | [Product] | £[value] | [Q/Year] | [Specific action] |
Whitespace: What products do we have that this account does not use, and why?
Risks and Mitigation
| Risk | Likelihood | Impact | Mitigation | Owner |
|---|---|---|---|---|
| [Risk] | H/M/L | H/M/L | [Action] | [Name] |
90-Day Action Plan
| Action | Why | Owner | Due |
|---|---|---|---|
| [Specific action] | [Why it matters] | [Name] | [Date] |
Next QBR / EBR: [Date — if no EBR cadence, flag as a risk]
Success Criteria
At end of [period]:
- Renewed at or above current ARR
- [Expansion opportunity] progressed to [stage]
- Health score moved from [current] to [target]
Quality Checks
- Relationship map identifies decision-makers, influencers, and any relationship gaps
- Risks all have mitigation actions and named owners
- Growth opportunities include estimated value (even roughly)
- 90-day actions are specific (not "have a call" — what call, with whom, to achieve what)
- Success criteria are measurable at the end of the planning period