mohitagw15856
95 lines
2.6 KiB
Markdown
95 lines
2.6 KiB
Markdown
---
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name: account-plan
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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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### 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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## Example Trigger Phrases
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- "Build an account plan for [customer]"
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- "Create a key account strategy for [account]"
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- "Help me plan my approach to renewing [account]"
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