account-plan
Installation
SKILL.md
Purpose
Create a comprehensive strategic account plan by gathering all context on an account and structuring it into a clear growth and relationship strategy.
Usage
/account-plan [account-name]- Create or update account plan for specific company
Step 1: Gather Account Context
Collect information from multiple sources:
Company/Account Files
- Check 04-Projects/ for deal files related to this account
- Check 05-Areas/Companies/ for company page
- Look for company pages in 05-Areas/Companies/