Enterprise account plan
Maps the buying committee, their priorities and a path to a signed deal at a large account.
Use it when
Working a complex deal with several stakeholders.
What you fill in
- account Company, deal size, stage, what you know
- people Everyone you have met or know of, with roles
The prompt
Build an account plan for account. People: people 1. Buying committee: each person's role in the decision (economic buyer, champion, technical evaluator, blocker, user), what they care about, and our relationship strength (1 to 5). 2. Gaps: roles we have not met and how to reach them. 3. The business case in the economic buyer's terms. 4. Mutual action plan: steps from here to signature with dates, owners on both sides. 5. The 3 biggest risks to the deal and a plan for each. Before you answer, check your draft against every instruction above and fix anything that misses.
Why it works
- Maps every role in the decision, not just the friendly contact.
- Builds the case in the buyer's terms.
- Produces a dated mutual action plan.