Key Account Planner

An AI key account planner in 7 skills, one per job, for the AI you already use. It builds one-page plans for your biggest accounts.

Paste what you know about a customer or target. It maps who matters, sizes where the account can grow, checks its health and writes a 90-day plan with owners and dates, then keeps it up to date from your notes.

What you are buying

Your AI today, and with this

The skills inside

7 skills, one per job. A skill is a short instruction file you add to your AI once. It switches on only when you ask for its job, asks a few questions, and checks its work before you see it.

The Different line says what each skill does that a plain AI chat does not.

Key Account Plan	Builds a one-page plan for one account: snapshot, goal check, people, whitespace, risks, 90 days and gaps.Different: Tags every fact with its source, lists anything unsourced as a gap to check, tests the goal against worked sums, and stays under 600 words.
Account Meeting Prep	Preps one meeting with an account on one page: who is in the room, the outcome, points, questions and the ask.Different: Keeps the prep under 250 words, backs every point with proof you gave it or a sourced fact, and never suggests a discount you have not set.
Account Plan Update	Updates an account plan from your notes: what changed, every action marked, health re-scored, version up.Different: Shows changes only, marks every action Done, Open, Late or Dropped against its done-when, and re-scores health from the update date.
Account Stakeholder Map	Maps who matters in one account: role, stance and contact for each person, coverage, and who to meet next.Different: Assigns roles and stances only from quoted words in your notes, never from job titles, and rates coverage green, amber or red by people in contact.
Account Health Check	Scores a customer account on 8 signals, gives one status, and lists the risks with owners and dates.Different: Scores 8 signals on fixed day and percentage thresholds, never marks an unknown green, and shows a status line whose four counts add up to 8.
Account Whitespace	Finds where an account could buy more, sizes each gap from your own prices and scores it 0 to 6.Different: Sizes every gap as volume x your price x periods with the sum shown, scores fit, access and timing 0 to 2 each, and never estimates a missing volume.
90-Day Account Plan	Writes a 90-day plan for one account: three 30-day blocks, 3 to 8 actions, each with owner, date, done-when.Different: Orders work fixes first, then missing people, then growth, dates every action on a checked working day, and gives each a done-when you can verify.

How you use it

1. Upload each skill once from the 1 - Skills folder to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot. Each one switches on by itself when its job comes up.
2. No skills on your plan, or another AI? Attach the all-in-one file to a chat, or add the skill files to a project or custom GPT.
3. Ask for the work in plain words. The skill asks a few short questions first, then does the job.

See the set-up steps for each AI before you buy.

What arrives

A zip file, straight after you pay. Inside:

• A start-here PDF with the clicks for each AI.
• 7 skills, one per job, ready to upload to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot.
• The same skills as text files for ChatGPT, Gemini, Grok, Copilot or any other AI, and one all-in-one file.

Good to know

• Web search depends on your platform and plan. With it on and when you ask, it can look up public company facts and shows each source. Otherwise it works only from what you paste.
• It never invents people, roles, spend or dates. What it does not know goes in a list of gaps to check.
• Money figures come only from the prices you give it, with the sum shown.
• Prepping a first call with a new contact? Sales Call Prep builds the one-page call brief.
• 14 days to get your money back if it does not do what this page says.