Skills

Account planning skills

Agent skills for account planning and research: what a plan must contain, which signals matter, and how to brief yourself before a call.

Brief yourself before every call

A pre-call brief is worth writing only if it changes what you ask: who is in the room, what they are measured on, what happened last time, and the one question you cannot afford to leave without answering.

CoachingMeetingsAccounts/discovery-questions

Research an account before you reach out

Account research earns its time only when it changes the first sentence you write, which means looking for what recently changed rather than assembling a profile anyone could have found.

AccountsProspectingSDR/our-icp

Build an account plan from CRM data

An account plan is worth the hour only if it names the one unknown that would most change your approach — everything else in a plan template is decoration you will never re-read.

AccountsCRMAccount executives/our-icp

Write a QBR deck from account data

A QBR earns the meeting only if it says something the customer does not already know, which means leading with what changed on their side rather than with your usage charts.

AccountsProposalsCustomer success/proposal-structure

Check a company before a meeting

Pre-meeting research has a five-minute budget, so it should return exactly three things: what changed recently, who you are talking to, and the one thing that would embarrass you not to know.

AccountsMeetingsProspecting/our-icp

Onboard a new customer

Onboarding fails on dependencies rather than on effort, so the skill worth writing is the one that names what you need from the customer, by when, and what happens to the date if it does not arrive.

AccountsCustomer successMeetings/call-recap-format

Frequently asked questions

What belongs in an account plan?

The map of who decides, what they are measured on, what is already in flight, and the single unknown that would most change your approach. Everything else is decoration.

How often should a plan be refreshed?

When something changes — a new leader, a funding round, a competitor switch — not on a calendar. A skill can define the triggers that make a plan stale.

Can it pull from public sources?

Yes, if the agent has web search and SEC filings enabled. The skill decides which signals count; the tools fetch them.

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