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account-plan

Create strategic account plans from stakeholder, meeting, and deal data.

1|Updated Jun 28, 2026
Search Tags:#sales strategy#risk analysis#customer success#expansion#stakeholder mapping#account planning#renewal planning
One-click install
npx skills add https://github.com/whmathews15/DEX-Personal-Operating-System --skill account-plan-whmathews15
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: account-plan
Source: https://github.com/whmathews15/DEX-Personal-Operating-System/tree/main/.claude/skills/_available/sales/account-plan
Command: npx skills add https://github.com/whmathews15/DEX-Personal-Operating-System --skill account-plan-whmathews15

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps you turn fragmented account information into a clear strategic plan so you can grow relationships, spot risks early, and align on the next best actions.

Core Features & Use Cases

  • Account Context Gathering: Pulls together company files, person pages, meeting history, and deal history into one working view.
  • Stakeholder Mapping: Classifies champions, buyers, users, and blockers so you can see influence, support, and relationship strength at a glance.
  • Opportunity and Risk Analysis: Identifies expansion ideas, upsell signals, churn risks, and relationship gaps that need attention.
  • Plan Creation and Updates: Produces a structured account plan and refreshes existing plans when new stakeholders, risks, or opportunities appear.
  • Use Case: Use this when you need a quarterly account strategy for a key customer, including who to engage, what to pursue, and how to reduce renewal risk.

Quick Start

Use the account-plan skill to create or update a strategic account plan for a specific company using the latest stakeholder, meeting, and deal context.

Frequently Asked Questions about account-plan

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

FAQPage Schema
What is stakeholder mapping in account planning and how does it work?▼

Stakeholder mapping for account planning identifies champions, buyers, users, and blockers within a target company. It classifies their influence, support level, and relationship strength to visualize engagement gaps and guide targeted outreach.

Does account planning work for customer success renewal and churn risk reduction?▼

Yes, you can use account planning for renewal planning and churn risk reduction. The system analyzes relationship gaps, deal context, and stakeholder support levels to identify churn risks early and align on next best actions to secure renewals.

What's the best way to identify upsell and expansion opportunities in key accounts?▼

The best way to identify expansion and upsell opportunities is through opportunity and risk analysis. It aggregates account history and meeting notes to surface upsell signals, spot relationship gaps, and align on next best actions for growth.

When should I not use automated account planning?▼

You should not use automated account planning if you lack structured account history, meeting notes, person pages, and deal context. The system requires this fragmented account data to accurately map stakeholders, assess risks, and generate an actionable strategy.

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