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account-plan

Generate strategic account plans from company files, meeting notes, and deal history.

461|129|Updated Jan 26, 2026
Search Tags:#risk assessment#sales strategy#stakeholder analysis#opportunity management#account planning#customer relationship management
One-click install
npx skills add https://github.com/davekilleen/Dex --skill account-plan
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: account-plan
Source: https://github.com/davekilleen/Dex/tree/main/.claude/skills/_available/sales/account-plan
Command: npx skills add https://github.com/davekilleen/Dex --skill account-plan

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill consolidates scattered information about a key account into a comprehensive strategic plan, enabling focused efforts on relationship growth and risk mitigation.

Core Features & Use Cases

  • Contextual Gathering: Aggregates data from company files, person pages, meeting history, and deal pipelines.
  • Stakeholder Analysis: Maps and analyzes key individuals, classifying their roles, influence, and support levels.
  • Opportunity & Risk Identification: Pinpoints growth avenues and potential threats to the account relationship.
  • Structured Plan Generation: Creates a detailed account plan document covering summary, stakeholders, current state, opportunities, risks, initiatives, and engagement.
  • Use Case: A sales representative needs to prepare for a QBR with a major client. This Skill will gather all relevant data, identify key stakeholders and their sentiment, highlight upsell opportunities, and flag any potential churn risks, providing a clear roadmap for the meeting.

Quick Start

Create or update the account plan for 'Acme Corp'.

Frequently Asked Questions about account-plan

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a strategic account growth plan from scattered customer data?▼

Building a strategic account growth plan requires consolidating company files, person pages, meeting notes, and deal history. This Skill aggregates that data to analyze stakeholder maps, identify growth opportunities and risks, and structure everything into a comprehensive account plan document.

What is stakeholder analysis in account planning and how does it map key individuals?▼

Stakeholder analysis in account planning maps key individuals within a customer account to classify their roles, influence, and support levels. This Skill processes person pages and meeting history to evaluate stakeholder sentiment and structure relationship growth strategies.

How do I identify upsell opportunities and churn risks for a major client QBR?▼

Identifying upsell opportunities and churn risks for a QBR involves analyzing deal history and current account status. This Skill pinpoints growth avenues and potential threats, providing a clear roadmap and structured summary for meeting preparation.

Can I update an existing account plan with new meeting notes and deal history?▼

Yes, you can update an existing account plan by incorporating new meeting notes and deal history. The Skill consolidates various information sources to refresh the stakeholder maps, opportunities, and risks within the comprehensive account plan document.

Does this account planning tool work without external customer relationship management dependencies?▼

Yes, this Skill operates independently without external dependencies. It relies on internal scripts and references to gather contextual data from company files and person pages, structuring the information into a strategic account plan.

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