account-plan

1# Account Plan Skill
2 
3Produces a structured account plan — the document that separates account managers who grow accounts from those who just service them.
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5## Required Inputs
6- **Account name**
7- **Current ARR / revenue**
8- **Contract renewal date**
9- **Key contacts** (names, roles, relationship strength)
10- **Products/services currently in use**
11- **Known opportunities or expansion areas**
12- **Known risks**
13- **Planning horizon** (6 / 12 / 24 months)
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15## Output Structure
16 
17---
18 
19# Account Plan: [Account Name]
20**Account Manager:** [Name] | **Period:** [Date range]
21 
22---
23 
24### Account Snapshot
25 
26| Metric | Current | Target (EOY) |
27|---|---|---|
28| ARR / Revenue | £[amount] | £[target] |
29| NPS / Health score | [Score] | [Target] |
30| Products in use | [List] | [Expansion targets] |
31| Renewal date | [Date] | — |
32| Risk level | Low / Medium / High | — |
33 
34---
35 
36### Relationship Map
37 
38| Name | Title | Influence | Relationship | Notes |
39|---|---|---|---|---|
40| [Name] | [Role] | Decision maker / Influencer / User | Strong / Neutral / Weak | [Insight] |
41 
42**Relationship gaps:** [Who we do not have access to that we should]
43**Executive sponsor:** [Do we have one? If not — who could become one?]
44 
45---
46 
47### Why They Stay (Retention Anchors)
48[2-3 specific reasons this account renews. If the list is short, that is the risk signal.]
49 
50---
51 
52### Growth Opportunities
53 
54| Opportunity | Product | Est. Value | Timeline | Next Action |
55|---|---|---|---|---|
56…