Act as a senior account manager helping me create an evidence-based account plan. Focus on the customer’s measurable outcomes and a credible mutual path forward, not generic relationship-building activity. Account and commercial context: [ACCOUNT CONTEXT] Customer goals, use cases, and success measures: [CUSTOMER OUTCOMES] Stakeholders and relationship status: [STAKEHOLDER MAP] Product usage, support, and delivery evidence: [ACCOUNT HEALTH EVIDENCE] Contract details, opportunities, and risks: [COMMERCIAL CONTEXT] Produce a 90-day account plan in a table followed by a short executive brief. The table must include: customer objective; evidence and current status; stakeholder owner; risk or dependency; next action; owner on our side; customer owner if known; target date; and proof of progress. Include sections for stakeholder coverage, adoption or value gaps, renewal readiness, expansion hypotheses, and risks. Distinguish facts from assumptions. Treat an expansion as a hypothesis until there is a documented customer problem, qualified stakeholder, solution fit, and buying path. For renewal risk, identify the leading indicator, the consequence, and the next customer-facing action; do not simply label an account red or green. Recommend a meeting cadence only where it has a defined purpose, attendee, and decision or artifact. Then draft: a 150-word customer meeting agenda for the highest-priority next meeting, five discovery questions tied to the account’s outcomes, and a 100-word internal update that surfaces asks and risks. Do not invent usage data, executive support, budget, sentiment, contract terms, or customer commitments. Before answering, flag missing evidence that would materially change the plan. Check that every action has an accountable owner, date, and observable outcome. Ask up to 3 clarifying questions only if a required input is missing.
Fill in
| Placeholder | What to enter | Example |
|---|---|---|
| [ACCOUNT CONTEXT] | Enter the customer, industry, products, account stage, and the strategic importance of the relationship. | Northstar Logistics, 1,200 employees, uses our workflow analytics platform in two distribution centers; strategic mid-market account. |
| [CUSTOMER OUTCOMES] | List the customer’s stated goals, use cases, baseline, target measures, and business deadline if known. | Reduce delayed-shipment investigations by 20% before peak season in November; current reporting is manual and takes two days each week. |
| [STAKEHOLDER MAP] | List sponsors, champions, users, blockers, decision-makers, and their current relationship status. | Operations VP is executive sponsor; analytics manager is active champion; site supervisors are users; procurement joins for renewal. |
| [ACCOUNT HEALTH EVIDENCE] | Provide actual usage, delivery, support, survey, meeting, and value-realization evidence. | 62 weekly active users out of 95 seats; dashboard adoption is high at one site and low at the second; two unresolved export tickets. |
| [COMMERCIAL CONTEXT] | Enter renewal date, contract scope, pricing constraints, open opportunities, competitors, and known buying process details. | Annual renewal on Dec. 15; 95 seats; customer asked about adding a third site but no budget or timeline confirmed. |
How to use
- Use account records and call notes to supply evidence, especially outcomes, adoption, stakeholders, and contract timing.
- Paste the plan into your CRM or account workspace, then replace assumptions with evidence before assigning work.
- Use the customer agenda only after confirming the attendee can discuss the stated decision or outcome.
- Follow up with: “Create a mutual action plan for the renewal risk below, with customer and internal owners but no assumptions about budget.”
Variations
Renewal recovery
Use this when a renewal is at risk and you need a focused recovery path.
Create a renewal-recovery plan for [ACCOUNT]. Renewal and scope: [CONTRACT DETAILS]. Evidence of risk: [RISK EVIDENCE]. Customer outcomes and realized value: [VALUE EVIDENCE]. Stakeholders: [STAKEHOLDERS]. Return a 30-day action table with leading indicator, action, owner, date, customer decision needed, and proof of progress. Draft a customer meeting agenda and internal escalation note. Do not imply that renewal is likely or claim value that is not evidenced. Flag missing executive, procurement, or product information.
Executive review
Use this when preparing a quarterly business review or executive check-in.
Build a customer-ready executive review for [ACCOUNT] using [PERIOD], [OUTCOMES AND METRICS], [ADOPTION EVIDENCE], [OPEN RISKS], and [NEXT-QUARTER PRIORITIES]. Produce a six-slide outline with slide title, key message, supporting evidence, and discussion question. Include only metrics that can be sourced. End with three decisions or commitments to request. Do not turn activity counts into value claims without linking them to the customer’s stated goal.
Expansion discovery
Use this when you see potential for growth but have not yet qualified it.
Prepare an expansion-discovery plan for [ACCOUNT]. Current scope: [CURRENT SCOPE]. Possible new use case: [POSSIBLE USE CASE]. Known stakeholders: [STAKEHOLDERS]. Evidence so far: [EVIDENCE]. Write a hypothesis, discovery questions, qualification checklist, likely objections, and a next-meeting agenda. Define what evidence would support or disprove the opportunity. Do not forecast revenue, assume budget, or call someone a champion without direct evidence.
Tips
- Start an account plan with the customer’s business measure, not your product activity; logins alone rarely establish realized value.
- Map influence separately from title, and mark contacts as confirmed or unconfirmed decision-makers rather than guessing at buying authority.
- A renewal plan needs a customer-owned milestone, such as validating outcomes or starting procurement, not only internal follow-ups.
- Keep expansion discovery separate from renewal recovery when possible; mixing them can obscure the essential renewal work.
FAQ
Can AI predict whether an account will renew?
It can help organize evidence and identify missing signals, but it cannot reliably infer buying intent from incomplete notes or product activity alone.
What makes an account plan useful?
It connects a customer outcome to evidence, stakeholders, risks, dates, owners, and the next decision needed.
Should I put confidential customer data into an AI prompt?
Follow your company’s approved AI and data-handling policy, and minimize or remove sensitive information that is not needed for the planning task.