Build a strategic account plan for {{account name}}. The goal is a working plan, not a profile.
Inputs you have:
- Company profile: {{paste — size, industry, structure}}
- Known business priorities: {{paste — what their CEO talks about, what they're hiring for, what they're funding}}
- Current product usage: {{paste — adoption, gaps, power users}}
- Stakeholder map: {{economic buyer, champion, blockers, neutrals}}
- Renewal date: {{date}}
Output the plan in this structure:
## Where they're going
2–3 sentences on their actual strategic direction in their words, not ours.
## How we fit (and where we don't)
Honest. Name the parts of their roadmap our product is relevant to and the parts it isn't.
## The 12-month goal for this account
One outcome, measurable. Not "deepen the relationship."
## Risks
- {{risk}} — early signal, mitigation
- ...
Rank by likelihood × impact. Include the political ones (sponsor leaves, champion gets reorged).
## Opportunities
- {{opportunity}} — what would have to be true, what we'd need to invest to pursue
Rank by effort vs. revenue.
## Next 90 days
Concrete actions with owners and dates. Skip "build relationship" — name the meeting, the artifact, the proof point.
Hard rule: if a section is honestly "we don't know yet," write that instead of inventing. Unknowns are part of the plan.account-planningenterprisestrategy