What do I need to use Account Plan?

Account name; Current ARR / revenue; Contract renewal date; Key contacts; Products / services currently in use; Known opportunities or expansion areas; Known risks; Planning horizon.

Is Account Plan free to use?

Yes — run it free in the browser playground (no API key needed for the sponsored trial, or bring any provider key), or install it into Claude Code, Cursor, ChatGPT and more via npx pm-claude-skills. MIT-licensed and open source.

Account Plan

Q: How do I know the Account Plan output is good?

The skill verifies itself against its own quality checks: Relationship map identifies decision-makers, influencers, and any relationship gaps; Risks all have mitigation actions and named owners; Growth opportunities include estimated value (even roughly); 90-day actions are specific (not "have a call" — what call, with whom, to achieve what).

🔵 Stable🕐 updated 2026-06-08 🔷 SkillSpec L3 pm-sales

Build a structured account plan for any key customer or target account. Use when asked to create an account plan, key account strategy, strategic account review, or territory plan. Produces a complete account plan with relationship map, growth opportunities, risks, and 90-day action plan.

▶ Run it free — no key needed 📝 Grade your existing draft View SKILL.md ↗

What to give it

▸Account name

▸Current ARR / revenue

▸Contract renewal date

▸Key contacts — names, roles, relationship strength

▸Products / services currently in use

▸Known opportunities or expansion areas

▸Known risks

▸Planning horizon — 6 / 12 / 24 months

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

✓Relationship map identifies decision-makers, influencers, and any relationship gaps

✓Risks all have mitigation actions and named owners

✓Growth opportunities include estimated value (even roughly)

✓90-day actions are specific (not "have a call" — what call, with whom, to achieve what)

✓Success criteria are measurable at the end of the planning period

⚠️ What it refuses to do

Do not list only executive contacts in the relationship map — champions and day-to-day users are often more influential on renewal decisions

Do not set growth opportunity estimates without a basis — even rough ARR values prevent the plan from being treated seriously

Do not treat "no known risks" as acceptable — if no risks are identified, the plan hasn't been scrutinised honestly

Do not write 90-day actions as vague aspirations ("strengthen the relationship") — each action must specify a call, meeting, or deliverable with a named owner

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Start with

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🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="account-plan"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Account Plan is one of 1153 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog