account-plan
CommunityBuild strategic account growth plans.
Marketing & Sales#risk assessment#sales strategy#stakeholder analysis#opportunity management#account planning#customer relationship management
Authordavekilleen
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill consolidates scattered information about a key account into a comprehensive strategic plan, enabling focused efforts on relationship growth and risk mitigation.
Core Features & Use Cases
- Contextual Gathering: Aggregates data from company files, person pages, meeting history, and deal pipelines.
- Stakeholder Analysis: Maps and analyzes key individuals, classifying their roles, influence, and support levels.
- Opportunity & Risk Identification: Pinpoints growth avenues and potential threats to the account relationship.
- Structured Plan Generation: Creates a detailed account plan document covering summary, stakeholders, current state, opportunities, risks, initiatives, and engagement.
- Use Case: A sales representative needs to prepare for a QBR with a major client. This Skill will gather all relevant data, identify key stakeholders and their sentiment, highlight upsell opportunities, and flag any potential churn risks, providing a clear roadmap for the meeting.
Quick Start
Create or update the account plan for 'Acme Corp'.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: account-plan Download link: https://github.com/davekilleen/Dex/archive/main.zip#account-plan Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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