The prompt
Score 10 of 10, Excellent
Use it when You need stakeholders, goals, risks and growth opportunities for an important account on one page.
- {{account_name}}
- {{audience}}
- {{account_facts}}
- {{stakeholders}}
- {{customer_goals}}
- {{our_offerings}}
- {{plan_period}}
Full prompt and why it works
Prompt
Build a one-page account plan for {{account_name}}, for {{audience}}. The plan is for our own team, not the customer. Its purpose is to grow the account by helping the customer reach their goals, so every opportunity must tie back to something they want. Account facts (what they buy, contract value, renewal date, usage, support history): """ {{account_facts}} """ People we know there, with roles and how strong each relationship is: """ {{stakeholders}} """ The customer's own goals and priorities, from meetings, plans or public statements: """ {{customer_goals}} """ Other products or services we could offer: {{our_offerings}} Plan period: {{plan_period}} Use these sections, with headings, in under 600 words in total: 1. Account snapshot: three or four lines on what they buy, the value, the renewal date and the health of the account. 2. Their goals: their top three priorities, in their words. 3. Stakeholder map: a table with Name, Role, Part in decisions (decision maker, champion, influencer, user, or unknown), Relationship (strong, neutral, weak, none), and Next contact. 4. Opportunities: up to three, each tied to one of their goals, with a rough size only if the facts support one. 5. Risks: what could shrink or end the account, such as relying on one contact, low usage, an early renewal or a known competitor. 6. Actions for the plan period: a numbered list of up to six, each with an owner and a date. 7. What we do not know yet: the gaps to close, such as who approves budget. Use only the information above. Do not invent stakeholders, budgets, revenue figures or the customer's plans. Write "unknown" where something is not known, because a gap you can see is a gap you will close. Avoid sales jargon: a new account manager should be able to pick up the plan and act on it. If the account facts and the stakeholder notes disagree, for example on who decides, flag it under section 7 instead of choosing one.
Variables
- {{account_name}}
- The customer's name.
- {{audience}}
- Who reads the plan, for example "my manager and the account team".
- {{account_facts}}
- What they buy, contract value, renewal date, usage and support history.
- {{stakeholders}}
- Each person you know there: name, role, what they care about, and how strong your relationship is.
- {{customer_goals}}
- Their goals and priorities, from meetings, their plans or public statements, with where each came from.
- {{our_offerings}}
- Other products, services or plans you could offer this customer.
- {{plan_period}}
- The period the plan covers, for example "the next two quarters".
Why it works
- Who it's for. Every opportunity has to tie to one of the customer's own goals, which keeps the plan about their success rather than your quota.
- Format. The stakeholder table shows at a glance where you rely on one person and who you have never met, the most common reason key accounts are lost.
- If unsure. Unknowns are written as "unknown" and conflicts are flagged, so the plan shows what to find out instead of hiding it.