account-plan

Business

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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How to use this skill

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I want to install this Agent Skill for this project in Codex.

Source SKILL.md: https://github.com/majiayu000/claude-skill-registry/blob/HEAD/skills/business/account-plan-mohitagw15856-pm-claude-skills/SKILL.md

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First, summarize what it does, its dependencies, license status if identifiable, and any risks. Show the exact files you propose to add under .agents/skills/account-plan/. Do not write files or run scripts until I approve.

After I approve, install the complete skill folder, including required referenced files, into that project location. Verify it is discoverable, then tell me its actual invocation name and how to use it. Do not claim it is installed until you have verified it.

Copying this prompt does not install or run the skill. Review third-party files before use. Codex skill guide

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]	[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]

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