How to use Account Plan in your AI agent

What you'll get

Account Plan helps you create a structured strategy for managing key customer relationships. It produces a complete document covering who you know at the account, where you can grow revenue, what risks threaten renewal, and what actions to take in the next 90 days. Perfect for account managers, customer success teams, and sales leaders who need to turn customer relationships into repeatable growth.

Step 1 — Get the skill source URL

The Account Plan skill lives at:

Step 2 — Add it to your AI agent

Copy one of these prompts and paste it into your AI tool. The agent will fetch and install the skill for you.

Add the agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/account-plan to my project.

Install this agent skill: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/account-plan

Add this skill to .codex/skills/: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/account-plan

Add the skill at https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/account-plan to my .gemini/skills/ directory.

Install this agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/account-plan

Add this skill: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/account-plan

Step 3 — Try these prompts

Once the skill is installed, ask your AI things like:

• Preparing for a quarterly business review with a major customer
• Show leadership how you'll grow or protect a key account
• Taking over an account and need to understand the landscape fast
• Building a territory plan and need consistent account documentation

What this skill does

• Creates a relationship map showing who you know, who influences decisions, and where you have gaps
• Identifies expansion opportunities with estimated value and next steps
• Flags renewal risks and assigns mitigation actions to specific owners
• Builds a 90-day action plan with concrete tasks and deadlines
• Sets measurable success criteria for the planning period