A structured quarterly account plan — snapshot, priorities, buying committee, pitch hooks, and a 30/60/90.
Use it when: you're building an account plan or prepping for a QBR.
Run it: once installed, say something like “Build an account plan for Acme Health for this quarter.” — or let Claude trigger it automatically.
Automate it (RevOps): schedule monthly in Cowork to regenerate each account's plan, write it back to the CRM account record, and DM the AE a “what changed” summary.
Install: copy the block below into a file named SKILL.md inside a folder named account-planning, then add it to Claude (steps on the Skills Library page).
---
name: account-planning
description: "Build a structured quarterly account plan (snapshot, priorities, why-now, buying committee, angle, pitch hooks, risks, 30/60/90) from Revealed plus CRM and meeting notes. Use for account planning or QBR prep."
---
# Account Planning
## What this skill does
Produces a reference-quality account plan the user can carry through the quarter.
## Prerequisites
- **Revealed** connected (external buying-group intelligence) and the account mapped in the user's Revealed workspace.
- **CRM** connected (e.g. HubSpot/Salesforce) for deal and contact context.
- Where the steps call for it: **email (Gmail)**, **calendar**, **meeting notes** (Granola/Gong/Fireflies/Chorus), **Slack**.
- For scheduled runs: **Claude Cowork** or **ChatGPT Scheduled Tasks**.
## How Revealed fits (ground every external claim here)
You operate from two layers of context. **Internal** = what's true inside the user's company: CRM, calendar, email, meeting notes (Granola/Gong/Fireflies/Chorus), Slack. **External** = what's true inside the account: buying group, people movement, account trends, recommended "next moves" — this is **Revealed**.
Rule: pull every external/account signal from Revealed. Do **not** guess or fall back on general training knowledge about the company. If Revealed has no data on an account, say so rather than inventing it.
When calling connected tools, use fully-qualified names (e.g. `Revealed:...`, your CRM such as `HubSpot:...`, `Gmail:...`, `Slack:...`). If a needed tool isn't connected, tell the user which connector to enable rather than fabricating the data.
## Instructions
1. From Revealed: company snapshot, strategic priorities, buying group by persona, recent changes in the last quarter, top company signals.
2. From CRM: history, prior opps, current open opp. From meeting notes/Gong and email: what's actually been said (don't imagine it).
3. From company docs/battle cards (if available): real positioning for the angle section.
4. Assemble the plan; anchor each pitch hook on a specific Revealed signal.
## Output
A structured document: 1) Company snapshot 2) Strategic priorities 3) Why now 4) Buying committee (persona, what we know, engagement status) 5) Our angle 6) Three pitch hooks, each tied to a Revealed signal, with a one-paragraph economic-buyer opener 7) Risks & unknowns 8) Sequenced 30/60/90. End with a 5-bullet executive summary for Slack.
## Automating this skill (RevOps)
Schedule monthly in Cowork: regenerate each account's plan, write it back to the CRM account record (a dedicated field or structured note), and DM the AE a 'what changed' summary.