account-plan

<!-- Generated from `.claude/skills/_available/sales/account-plan/SKILL.md` by `scripts/generate-agents-skills.py`. Do not edit. --> ## 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 --- ## Method Define the account, planning horizon, authorized owner, and `as-of` time before searching. Build a source ledger across company, person, meeting, deal, and prior plan records; deduplicate copied facts while retaining every source ID and source date. Classify each material item as observed, customer-stated, inferred, contradictory, stale, or unknown. Only then map stakeholders, current state, opportunities, risks, and possible actions. Keep recommendations separate from the account owner's decisions, and never convert a suggested action into a task or saved plan without the controlled-write sequence below. ## Output contract Return the scope and coverage first, followed by the source ledger, known account facts, unresolved contradictions and unknowns, stakeholder map, evidence-backed opportunities and risks, and recommendations awaiting human decision. Any count or total must name its denominator and excluded unknown values. End with a save status of `not requested`, `awaiting confirmation`, `verified from read-back`, or `failed`, plus the exact path and receipt when a co...