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.
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Use account-plan to create a [6-, 12-, or 24-month] account plan for [account name, current revenue, and renewal date] using [contacts, products in use, opportunities, and known risks], including a relationship map, retention anchors, quantified opportunities, mitigations with owners, and specific 90-day actions.
Required inputs
[6-, 12-, or 24-month]
[account name, current revenue, and renewal date]
[contacts, products in use, opportunities, and known risks]
User-approved starter prompt based on a pinned source version; check current skill requirements before running. Task evidence ↗
SKILL.md
name: account-plandescription: "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.
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."