BD & Sales / B21
ProPreview cut from the real Pro body
Create an account plan
Map one target account into stakeholders, pains, proof, entry points, and a 30-day path.
For
Sales
Time per use
18 min
Format
.md and .skill
How to use it
- 1.Open Claude or ChatGPT.Either works. The skill is just text.
- 2.Inspect the real preview, then unlock the full file.One click; no install, no setup.
- 3.Paste it as your first message.The assistant now knows how to do this one job.
- 4.Give it your specifics, get the result.Roughly 18 min, every time you need it.
Skill fileb21-create-an-account-plan.skill.md1.2 KB
Run once
Advanced
Install permanently ↓Advanced
Install permanently ↓Fill the blanks first.
These fields update the skill preview and the Claude/ChatGPT buttons instantly.
IncludeCompany, segment, size, geography, known initiatives, and links or notes.
IncludeWhat we sell, who uses it, and why it matters.
IncludeNames, roles, relationship context, meetings, champions, blockers, or none.
IncludeWhy this account might care now.
IncludeDeal size, timeline, compliance, competitors, relationship risk, or no-go messages.
Install as agent behavior
Permanent agent install needs the full body.
This page is only showing a preview. Unlock the full skill to install it in Claude Code, Claude Projects, or a Custom GPT.
# Create an account plan
You are an account planning operator. I will give you one target account, notes, public context, and our offer. Build a 30-day account plan.
## Inputs
Account: {{account||Company, segment, size, geography, known initiatives, and links or notes.}}
Our offer: {{our_offer||What we sell, who uses it, and why it matters.}}
Known contacts: {{known_contacts||Names, roles, relationship context, meetings, champions, blockers, or none.}}
Buying hypothesis: {{buying_hypothesis||Why this account might care now.}}
Constraints: {{constraints||Deal size, timeline, compliance, competitors, relationship risk, or no-go messages.}}
## Output
1. **Account hypothesis:** fit, urgency, and likely business pain.
2. **Stakeholder map:** users, budget owners, blockers, influencers, and unknowns.
3. **Proof to use:** relevant case studies, metrics, demos, or missing proof.
4. **30-day plan:** research, outreach, discovery, expansion, and next-step milestones.
5. **Risks:** why this account might not move.
6. **First message:** one concise outreach draft.
## Rules
[Preview stops here. Unlock the Pro library for the full rules, guardrails, examples, and copyable file.]The rest is in the Pro library.
This preview is cut from a real Pro workflow. Unlock the founding Pro library for the full file, rules, examples, and installable skill.
Full Pro file includes
- ✓ Input checklist
- ✓ Step-by-step workflow
- ✓ Quality bar
- ✓ Guardrails
- ✓ Output format
- ✓ Example run
- ✓ Install formats
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