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key-account-plan

Official

Generate polished Key Account Plans from Attio.

Marketing & Sales#google-drive#document-generation#attio#sales-ops#meddpicc#account-plan#summary-notes
Authorextruct-ai
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Consolidates fragmented account data from Attio, Google Drive, emails, and notes into a structured Key Account Plan to guide strategic engagement with high-value clients.

Core Features & Use Cases

  • Pulls company, contacts, deals, notes, emails, and MEDDPICC data from Attio to build a complete account picture.
  • Searches Google Drive for relevant documents and assembles them into a polished .docx Key Account Plan.
  • Creates summary notes and tasks back in Attio to align internal teams and client stakeholders.
  • Supports plan creation for QBRs, renewals, expansion opportunities, and strategic reviews.

Quick Start

Create a new Key Account Plan for a specified company using Attio and Google Drive data to generate the document and Attio actions.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: key-account-plan
Download link: https://github.com/extruct-ai/gtm-cowork-skills/archive/main.zip#key-account-plan

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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