account-plan

仓库创建 2026年1月29日最近提交 12 小时前SkillHot 收录 20 天前

▸ 精选理由

适合客户成功与销售经理，帮助制定增长与关系策略。

这个 Skill 做什么

为关键客户生成结构化的账户计划与90天行动方案。

把关键客户的现状、人脉地图、增长机会和风险梳理成一份可执行的账户计划，并配 90 天行动清单。适合在续约、争取扩展或需要内部对齐客户策略时使用。把关系强度、优先机会和短期落地步骤都写清，好让团队一致行动、可量化推进。

▸ 展开 SKILL.md 英文原文

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.

垂直行业账户规划客户策略行动计划通用

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安装 / 使用

给你的 Agent 一句话（通用）

帮我安装这个 skill：https://raw.githubusercontent.com/mohitagw15856/pm-claude-skills/main/skills/account-plan/SKILL.md

或 curl 直取 SKILL.md

curl -fsSL "https://raw.githubusercontent.com/mohitagw15856/pm-claude-skills/main/skills/account-plan/SKILL.md"

SKILL.MD 节选查看完整文件 ↗

# 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 / Hea

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