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

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Account Plan: [Account Name]

Account Manager: [Name] | Period: [Date range]

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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	—

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Relationship Map

Name	Title	Influence	Relationship	Notes
[Name]	[Role]