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plan-accountlisted

Create or update a strategic B2B account plan across business units, relationships, current footprint, active opportunities, whitespace, renewals, and long-term outcomes. Use for named or enterprise accounts, expansion planning, executive alignment, multi-threading, account reviews, ABM coordination, or deciding where to invest beyond one active deal.
zarif3624/gtm-skills · ★ 0 · AI & Automation · score 70
Install: claude install-skill zarif3624/gtm-skills
# Plan Account Build a durable account strategy from evidence. Use `research-account` for a sourced brief and `plan-deal` for one active opportunity; use this skill to connect the whole account over a defined horizon. ## Inputs And Scope Read `.agents/gtm-context.md`, the account brief, customer contract and scope, product usage or health records, opportunity history, stakeholder evidence, support and success plans, and active deal plans when available. Confirm: - exact account and parent-child identity; - planning horizon, account status, objective, and review cadence; - current products, services, commercial scope, users, outcomes, and unresolved obligations; - known business units, initiatives, relationships, alternatives, and buying processes; - internal account team roles and authorized access to customer data. State source coverage and freshness. Do not assume a parent and subsidiary share priorities, contracts, stakeholders, or buying authority. Read [the account planning methods](references/methods.md) when assessing whitespace, relationship coverage, portfolio priorities, or resource allocation. ## Workflow 1. Resolve the account hierarchy and define which entities are in scope. 2. Establish the current footprint and realized outcomes before proposing expansion. 3. Summarize verified strategic priorities, operating changes, risks, and decision timelines. 4. Map stakeholders by business role, account scope, relationship owner, access, stance, and evidence. Kee