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Account Plan Skill

Build a structured account plan for any key customer or target account.

Account Plan Skill — The Skill Playground: pick the Executive Update skill, fill in a few notes, hit run, and watch a structured executive… (from the mohitagw15856/pm-claude-skills README)

From the mohitagw15856/pm-claude-skills README — shows the whole collection, not only this skill. · view on GitHub

How to use it

Claude Code
  1. Run the line below. It pulls the whole folder into ~/.claude/skills/account-plan.
  2. Describe your job in plain words. Claude Code follows the skill from there.
Claude Code — installs the whole folder, not just SKILL.md
npx degit mohitagw15856/pm-claude-skills/skills/account-plan#main ~/.claude/skills/account-plan

For one project only, change the path to .claude/skills/account-plan.

Claude (web or desktop app)
  1. On this page open ⋯ → Download .md.
  2. Save it as SKILL.md in a folder, zip the folder, then Customize → Skills → + → Create skill → Upload a skill.
  3. Pick the file and Save. Claude shows the name and description and runs a security scan.
  4. Check the skill is switched on.
  5. Start a new chat and describe your job in plain words. The AI follows the skill from there.
ChatGPT or another app
  1. ChatGPT: make a Project and paste it into Instructions.
  2. Neither? Paste it at the top of a new chat — it works for that chat.
Not working?
  • Check which app you pasted it into — the steps above name the right one.
  • Some skills need the paid tier of Claude or ChatGPT.
Step-by-step guide with screenshots · Ask in the forum

Paste into Claude, ChatGPT or Cursor.

Source of Account Plan Skill

Show the full text105 lines
account-plan/SKILL.md105 lines · 3.4 KB
Outline
RawView on GitHub
namedescription
account-planBuild 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.

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]

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
1---
2name: account-plan
3description: "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."
4---
5 
6# Account Plan Skill
7 
8Produces a structured account plan — the document that separates account managers who grow accounts from those who just service them.
9 
10## Required Inputs
11- **Account name**
12- **Current ARR / revenue**
13- **Contract renewal date**
14- **Key contacts** (names, roles, relationship strength)
15- **Products/services currently in use**
16- **Known opportunities or expansion areas**
17- **Known risks**
18- **Planning horizon** (6 / 12 / 24 months)
19 
20## Output Structure
21 
22---
23 
24# Account Plan: [Account Name]
25**Account Manager:** [Name] | **Period:** [Date range]
26 
27---
28 
29### Account Snapshot
30 
31| Metric | Current | Target (EOY) |
32|---|---|---|
33| ARR / Revenue | £[amount] | £[target] |
34| NPS / Health score | [Score] | [Target] |
35| Products in use | [List] | [Expansion targets] |
36| Renewal date | [Date] | — |
37| Risk level | Low / Medium / High | — |
38 
39---
40 
41### Relationship Map
42 
43| Name | Title | Influence | Relationship | Notes |
44|---|---|---|---|---|
45| [Name] | [Role] | Decision maker / Influencer / User | Strong / Neutral / Weak | [Insight] |
46 
47**Relationship gaps:** [Who we do not have access to that we should]
48**Executive sponsor:** [Do we have one? If not — who could become one?]
49 
50---
51 
52### Why They Stay (Retention Anchors)
53[2-3 specific reasons this account renews. If the list is short, that is the risk signal.]
54 
55---
56 
57### Growth Opportunities
58 
59| Opportunity | Product | Est. Value | Timeline | Next Action |
60|---|---|---|---|---|
61| [Opportunity] | [Product] | £[value] | [Q/Year] | [Specific action] |
62 
63**Whitespace:** What products do we have that this account does not use, and why?
64 
65---
66 
67### Risks and Mitigation
68 
69| Risk | Likelihood | Impact | Mitigation | Owner |
70|---|---|---|---|---|
71| [Risk] | H/M/L | H/M/L | [Action] | [Name] |
72 
73---
74 
75### 90-Day Action Plan
76 
77| Action | Why | Owner | Due |
78|---|---|---|---|
79| [Specific action] | [Why it matters] | [Name] | [Date] |
80 
81**Next QBR / EBR:** [Date — if no EBR cadence, flag as a risk]
82 
83---
84 
85### Success Criteria
86At end of [period]:
87- Renewed at or above current ARR
88- [Expansion opportunity] progressed to [stage]
89- Health score moved from [current] to [target]
90 
91## Anti-Patterns
92 
93- [ ] Do not list only executive contacts in the relationship map — champions and day-to-day users are often more influential on renewal decisions
94- [ ] Do not set growth opportunity estimates without a basis — even rough ARR values prevent the plan from being treated seriously
95- [ ] Do not treat "no known risks" as acceptable — if no risks are identified, the plan hasn't been scrutinised honestly
96- [ ] 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
97 
98## Quality Checks
99 
100- [ ] Relationship map identifies decision-makers, influencers, and any relationship gaps
101- [ ] Risks all have mitigation actions and named owners
102- [ ] Growth opportunities include estimated value (even roughly)
103- [ ] 90-day actions are specific (not "have a call" — what call, with whom, to achieve what)
104- [ ] Success criteria are measurable at the end of the planning period
105 

Discussion

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