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.
---
name: account-plan
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."
---
# 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]
## Anti-Patterns
- [ ] Do not list only executive contacts in the relationship map — champions and day-to-day users are often more influential on renewal decisions
- [ ] Do not set growth opportunity estimates without a basis — even rough ARR values prevent the plan from being treated seriously
- [ ] Do not treat "no known risks" as acceptable — if no risks are identified, the plan hasn't been scrutinised honestly
- [ ] 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
## 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
## Example Trigger Phrases
- "Create an account plan for our biggest customer."
- "Build a key account strategy for Acme."
- "Run a strategic account review before renewal."
- "Plan my territory for next year."
---
name: account-plan
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."
---
# 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]
## Anti-Patterns
- [ ] Do not list only executive contacts in the relationship map — champions and day-to-day users are often more influential on renewal decisions
- [ ] Do not set growth opportunity estimates without a basis — even rough ARR values prevent the plan from being treated seriously
- [ ] Do not treat "no known risks" as acceptable — if no risks are identified, the plan hasn't been scrutinised honestly
- [ ] 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
## 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
## Example Trigger Phrases
- "Create an account plan for our biggest customer."
- "Build a key account strategy for Acme."
- "Run a strategic account review before renewal."
- "Plan my territory for next year."
Imported from the listed AgentSkill.sh category. Complete supplied package files and notices are retained. Required external tools and credentials are not installed. No bundled code was executed during import. Individual agent task behavior has not been tested.