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.
npx skills add mohitagw15856/pm-claude-skills --skill account-plan --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# Account Plan Skill Produces a structured account plan — the document that separates account managers who grow accounts from those who just service them. ## Required Inputs - **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) ## Output Structure --- # Account Plan: [Account Name] **Account Manager:** [Name] | **Period:** [Date range] --- ### Account Snapshot | Metric | Current | Target (EOY) | |---|---|---| | ARR / Revenue | £[amount] | £[target] | | NPS / Health score | [Score] | [Target] | | Products in use | [List] | [Expansion targets] | | Renewal date | [Date] | — | | Risk level | Low / Medium / High | — | --- ### Relationship Map | Name | Title | Influence | Relationship | Notes | |---|---|---|---|---| | [Name] | [Role] | Decision maker / Influencer / User | Strong / Neutral / Weak | [Insight] | **Relationship gaps:** [Who we do not have access to that we should] **Executive sponsor:** [Do we have one? If not — who could become one?] --- ### Why They S
- Required Inputs
- Output Structure
- Account Snapshot
- Relationship Map
- Why They Stay (Retention Anchors)
- Growth Opportunities
- Risks and Mitigation
- 90-Day Action Plan
- Success Criteria
- Anti-Patterns
- Quality Checks
What does the account-plan skill do?
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.
How do I install it?
Run `npx skills add mohitagw15856/pm-claude-skills --skill account-plan --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From mohitagw15856/pm-claude-skills, a repository with 1,255 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.