account-plan

Solid

Create or update strategic account plan

AI & Automation 448 stars 121 forks Updated today NOASSERTION

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Quality Score: 84/100

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Skill Content

## Purpose Create a comprehensive strategic account plan by gathering all context on an account and structuring it into a clear growth and relationship strategy. ## Usage - `/account-plan [account-name]` - Create or update account plan for specific company --- ## Step 1: Gather Account Context Collect information from multiple sources: ### Company/Account Files - Check 04-Projects/ for deal files related to this account - Check 05-Areas/Companies/ for company page - Look for company pages in 05-Areas/Companies/ ### Person Pages - Search People/ for individuals at this company - Extract: - Names and roles - Relationship strength - Key conversations - Pain points mentioned - Influence level ### Meeting History - Search 00-Inbox/Meetings/ for meetings with this account (last 12 months) - Extract: - Key topics discussed - Decisions made - Commitments (theirs and ours) - Concerns raised - Wins celebrated ### Deal History - Current deals in pipeline - Past deals (won/lost) - Products/services they use - Contract value and terms - Renewal dates --- ## Step 2: Analyze Stakeholder Map Build comprehensive stakeholder analysis: ### For Each Stakeholder: **Role classification:** - Champion: Advocates for us internally - Economic Buyer: Final decision authority - Technical Buyer: Evaluates product fit - User: Day-to-day product user - Blocker: Resistant or hostile **Influence and Support:** - High influence, high support = Key Champion - High influenc...

Details

Author
davekilleen
Repository
davekilleen/Dex
Created
6 months ago
Last Updated
today
Language
Python
License
NOASSERTION

Integrates with

Anthropic · AI

Bundled in these plugins

dex-by-dave

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