Agent skill

Account Plan

by mohitagw15856 in mohitagw15856/pm-claude-skills

Build a structured account plan for any key customer or target account.

MITAuto-check passedSales & Support

Install Account Plan

skills CLI
$ npx skills add mohitagw15856/pm-claude-skills --skill account-plan -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install mohitagw15856/pm-claude-skills account-plan --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/account-plan .claude/skills/account-plan && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
account-plan
GitHub stars
1.4k
Token cost
~916 tokens
SKILL.md length
419 words
Files
1
Skills in repo
1,348
Repo updated
First seen
Licence
MIT

At a glance

Build a structured account plan for any key customer or target account.

  • Asked to create an account plan
  • SKILL.md covers Required Inputs, Output Structure, Anti-Patterns and Quality Checks, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
  • Key account strategy

What it does

Account Plan is an agent skill from mohitagw15856/pm-claude-skills. 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.

Its SKILL.md is about 920 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Sales & Support. The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.

When your agent uses it

  • Asked to create an account plan
  • Key account strategy
  • Strategic account review

Example prompts

  • “/account-plan”

What it can do on your machine

Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Account Plan loads about 916 tokens when it runs. Until then it costs about 76 tokens; SKILL.md has 419 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~76
When it runs · the whole SKILL.md, loaded when a task matches
~916

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 419 words, ~916 tokens.

Download SKILL.mdSave it as .claude/skills/account-plan/SKILL.md (or your agent's skills folder).
name
account-plan
description
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.

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
MetricCurrentTarget (EOY)
ARR / Revenue£[amount]£[target]
NPS / Health score[Score][Target]
Products in use[List][Expansion targets]
Renewal date[Date]—
Risk levelLow / Medium / High—

Relationship Map
NameTitleInfluenceRelationshipNotes
[Name][Role]Decision maker / Influencer / UserStrong / Neutral / Weak[Insight]

Relationship gaps: [Who we do not have access to that we should] Executive sponsor: [Do we have one? If not — who could become one?]


Why They Stay (Retention Anchors)

[2-3 specific reasons this account renews. If the list is short, that is the risk signal.]


Growth Opportunities
OpportunityProductEst. ValueTimelineNext Action
[Opportunity][Product]£[value][Q/Year][Specific action]

Whitespace: What products do we have that this account does not use, and why?


Risks and Mitigation
RiskLikelihoodImpactMitigationOwner
[Risk]H/M/LH/M/L[Action][Name]

90-Day Action Plan
ActionWhyOwnerDue
[Specific action][Why it matters][Name][Date]

Next QBR / EBR: [Date — if no EBR cadence, flag as a risk]


Success Criteria

At end of [period]:

  • Renewed at or above current ARR
  • [Expansion opportunity] progressed to [stage]
  • Health score moved from [current] to [target]
Show full SKILL.md (168 more words)Show less

Anti-Patterns

  • Do not list only executive contacts in the relationship map — champions and day-to-day users are often more influential on renewal decisions
  • Do not set growth opportunity estimates without a basis — even rough ARR values prevent the plan from being treated seriously
  • Do not treat "no known risks" as acceptable — if no risks are identified, the plan hasn't been scrutinised honestly
  • Do not write 90-day actions as vague aspirations ("strengthen the relationship") — each action must specify a call, meeting, or deliverable with a named owner

Quality Checks

  • Relationship map identifies decision-makers, influencers, and any relationship gaps
  • Risks all have mitigation actions and named owners
  • Growth opportunities include estimated value (even roughly)
  • 90-day actions are specific (not "have a call" — what call, with whom, to achieve what)
  • Success criteria are measurable at the end of the planning period

Example Trigger Phrases

  • "Create an account plan for our biggest customer."
  • "Build a key account strategy for Acme."
  • "Run a strategic account review before renewal."
  • "Plan my territory for next year."

© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/account-plan of mohitagw15856/pm-claude-skills.

Open the folder on GitHubat commit 1cbf1f0

Compare with similar skills

Account Plan next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Account Plan compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Account Plan this skillmohitagw15856/pm-claude-skills1.4k—~916Automated safety check: PassMIT
Cold Outbound Optimizerericosiu/ai-marketing-skills3.6k1 repos~1.7kAutomated safety check: PassMIT
Doc Coauthoringaws-samples/sample-strands-agent-with-agentcore19540 repos~3.2kAutomated safety check: PassMIT
Amazon Buy Box Monitorbrowser-act/skills6.1k1 repos~1.6kAutomated safety check: PassMIT
Review Analysisliangdabiao/amazon-sorftime-research-MCP-skill9591 repos~2.5kAutomated safety check: PassNone
Deskcomm Extensaomelgarafael/DeskcommCRM4.5k—~2.7kAutomated safety check: PassMIT

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Categories

Questions about Account Plan

What does Account Plan do?

Build a structured account plan for any key customer or target account. Account Plan is an agent skill from mohitagw15856/pm-claude-skills. Build a structured account plan for any key customer or target account.

When should I use Account Plan?

Account Plan fits situations like: asked to create an account plan; key account strategy; strategic account review.

How do I install Account Plan in Claude Code?

Run `npx skills add mohitagw15856/pm-claude-skills --skill account-plan -a claude-code`. Or copy the skill folder (skills/account-plan in mohitagw15856/pm-claude-skills) into .claude/skills/account-plan in your project. Claude Code loads it when a task matches its description.

How do I install Account Plan in Codex?

Run `npx skills add mohitagw15856/pm-claude-skills --skill account-plan -a codex`. Or copy the skill folder (skills/account-plan in mohitagw15856/pm-claude-skills) into .agents/skills/account-plan in your project. Codex loads it when a task matches its description.

Can I use Account Plan in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill account-plan -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/account-plan, .gemini/skills/account-plan, .github/skills/account-plan and .opencode/skills/account-plan in your project.

What does Account Plan need to run?

SKILL.md names no scripts, command-line tools or credentials: Account Plan is instructions for the agent only.

Does Account Plan access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Account Plan safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Account Plan use?

Account Plan is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Account Plan use?

About 916 tokens (SKILL.md is roughly 3.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Account Plan?

Skills that share tags, products or a category with Account Plan: Cold Outbound Optimizer (ericosiu/ai-marketing-skills, 3.6k stars), Doc Coauthoring (aws-samples/sample-strands-agent-with-agentcore, 195 stars), Amazon Buy Box Monitor (browser-act/skills, 6.1k stars) and Review Analysis (liangdabiao/amazon-sorftime-research-MCP-skill, 959 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Account Plan?

mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,434 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 9, 2026.

Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.