Creative Design & Branding

Account Plan

Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields synced to the CRM. Use when the user says "build an account plan for [account]", "update the [account] plan", "account planning for [account]", or before a planning cycle / QBR.

Publisher / source
anthropics/knowledge-work-plugins (found on skills.sh, the CSV list)
Upstream record
anthropics/knowledge-work-plugins
Version
Version 1
Published
Publication review
Approved for publication · recorded passed scan 2026-11-02
Content fingerprint
b9facd0dfe322873e43757167b93bf3a312f0d0629c4cb9afa031912b64f5162