Account Plan Agent
CommunityTurn plans into actionable dashboards.
Marketing & Sales#dashboard#gap-detection#sales-intelligence#account-plan#backstory-mcp#undocumented-achievements
AuthorHappyCowboyAI
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Account planning often remains static and out of date, making it hard to track progress and communicate value; This skill transforms static plans into dynamic, interactive dashboards powered by Backstory MCP that surface real-time intelligence, gaps, and recommended actions.
Core Features & Use Cases
- Transform account plans into dynamic, actionable dashboards with completion scoring, gap detection, and actionable recommendations.
- Run across accounts to surface undocumented achievements and engagement gaps, enabling proactive renewal and expansion tactics.
- Use cases include QBR prep, renewal risk assessment, and executive-ready plan presentations.
Quick Start
Provide an account name to generate the Account Plan Dashboard with scores, gaps, and recommendations.
Dependency Matrix
Required Modules
None requiredComponents
assets
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: Account Plan Agent Download link: https://github.com/HappyCowboyAI/LLMSkills/archive/main.zip#account-plan-agent Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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