Account Plan

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 in the Playground View SKILL.md ↗

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

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

Related skills

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