mohitagw15856
036511ab3e
Broadens both reach (more tools) and content types (an MCP server), continuing the multi-platform story. Windsurf + Aider: - build-exports.mjs gains two platforms: exports/windsurf/*.md (workspace rules, trigger: model_decision) and exports/aider/*.md (conventions for `aider --read`). Now 5 platforms (ChatGPT, Gemini, Cursor, Windsurf, Aider). - install.sh + bin/cli.mjs install both (windsurf -> .windsurf/rules, aider -> .aider/skills with a --read hint); generated README index is excluded from copies. - One-line windsurf-install.sh / aider-install.sh wrappers for parity. MCP server (new content type): - mcp/server.mjs — zero-dependency stdio MCP server exposing list_skills, search_skills, get_skill. Published as a second bin (pm-claude-skills-mcp). Logs to stderr; reads bundled skills/ at startup. mcp/README.md documents client config. Also: README hero "See it in action" demo placement (ready to swap in a GIF; recording guide in web/docs-assets/README.md), Works-With table + exports + install docs updated, CHANGELOG Unreleased. package.json files/bin updated. Claude-Session: https://claude.ai/code/session_016JWn5jRD5tcEFKrubjQ6Px Co-authored-by: Claude <noreply@anthropic.com>
105 lines
3.4 KiB
Markdown
105 lines
3.4 KiB
Markdown
---
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trigger: model_decision
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description: "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."
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---
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# Account Plan Skill
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Produces a structured account plan — the document that separates account managers who grow accounts from those who just service them.
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## Required Inputs
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- **Account name**
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- **Current ARR / revenue**
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- **Contract renewal date**
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- **Key contacts** (names, roles, relationship strength)
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- **Products/services currently in use**
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- **Known opportunities or expansion areas**
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- **Known risks**
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- **Planning horizon** (6 / 12 / 24 months)
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## Output Structure
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---
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# Account Plan: [Account Name]
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**Account Manager:** [Name] | **Period:** [Date range]
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---
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### Account Snapshot
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| Metric | Current | Target (EOY) |
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|---|---|---|
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| ARR / Revenue | £[amount] | £[target] |
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| NPS / Health score | [Score] | [Target] |
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| Products in use | [List] | [Expansion targets] |
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| Renewal date | [Date] | — |
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| Risk level | Low / Medium / High | — |
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---
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### Relationship Map
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| Name | Title | Influence | Relationship | Notes |
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|---|---|---|---|---|
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| [Name] | [Role] | Decision maker / Influencer / User | Strong / Neutral / Weak | [Insight] |
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**Relationship gaps:** [Who we do not have access to that we should]
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**Executive sponsor:** [Do we have one? If not — who could become one?]
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---
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### Why They Stay (Retention Anchors)
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[2-3 specific reasons this account renews. If the list is short, that is the risk signal.]
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---
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### Growth Opportunities
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| Opportunity | Product | Est. Value | Timeline | Next Action |
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|---|---|---|---|---|
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| [Opportunity] | [Product] | £[value] | [Q/Year] | [Specific action] |
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**Whitespace:** What products do we have that this account does not use, and why?
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---
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### Risks and Mitigation
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| Risk | Likelihood | Impact | Mitigation | Owner |
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|---|---|---|---|---|
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| [Risk] | H/M/L | H/M/L | [Action] | [Name] |
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---
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### 90-Day Action Plan
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| Action | Why | Owner | Due |
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|---|---|---|---|
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| [Specific action] | [Why it matters] | [Name] | [Date] |
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**Next QBR / EBR:** [Date — if no EBR cadence, flag as a risk]
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---
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### Success Criteria
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At end of [period]:
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- Renewed at or above current ARR
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- [Expansion opportunity] progressed to [stage]
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- Health score moved from [current] to [target]
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## Anti-Patterns
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- [ ] Do not list only executive contacts in the relationship map — champions and day-to-day users are often more influential on renewal decisions
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- [ ] Do not set growth opportunity estimates without a basis — even rough ARR values prevent the plan from being treated seriously
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- [ ] Do not treat "no known risks" as acceptable — if no risks are identified, the plan hasn't been scrutinised honestly
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- [ ] Do not write 90-day actions as vague aspirations ("strengthen the relationship") — each action must specify a call, meeting, or deliverable with a named owner
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## Quality Checks
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- [ ] Relationship map identifies decision-makers, influencers, and any relationship gaps
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- [ ] Risks all have mitigation actions and named owners
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- [ ] Growth opportunities include estimated value (even roughly)
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- [ ] 90-day actions are specific (not "have a call" — what call, with whom, to achieve what)
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- [ ] Success criteria are measurable at the end of the planning period
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