account-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] | [...