Key Account Planning Process

Overview

This skill creates comprehensive Key Account Plans following a structured 5-step framework. It pulls data from multiple sources (Attio CRM, Google Drive, email history, call recordings), synthesizes it into a professional Word document, and creates actionable notes and tasks back in Attio.

The output is a complete strategic document that helps account managers understand their client deeply, set aligned objectives, build action plans, implement effectively, and continuously improve the relationship.

Prerequisites

This skill requires access to:

• Attio CRM (MCP) — for company records, contacts, deals, notes, emails, call recordings, MEDDPICC data
• Google Drive (MCP) — for searching existing documents related to the account
• docx skill — for creating professional Word documents (read the docx SKILL.md before generating documents)

If any of these are unavailable, inform the user and proceed with what's available. The skill degrades gracefully — even with just Attio data, you can produce a useful plan.

Workflow