Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Strategic account plan for a client v1.0.0

Use this resource to prepare an account plan for a key client

New

  • 360 downloads
  • 125 likes
  • 225 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install strategic-account-plan

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent gathers what you know about a client (notes, emails, transcripts, proposals) and writes a seven-part plan: snapshot, client goals, current state, stakeholders, opportunities, risks and a dated action plan. You get a living document the agent can refresh each cycle, with sources cited.

Mostly picked by

Updated November 2, 2026

Account plan document with goals, stakeholders, opportunities, risks and actions.

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

Similar resources

View all

What you get

  • SKILL.md: the four-step account planning method
  • A seven-part plan template
  • Rules for refreshing an existing plan
  • A checklist of points to carry into your tracking tool

Good fit for

  • You are preparing a quarterly review with an important client
  • You are taking over an account and want to reset everything
  • You are looking for growth ideas with an existing client

Not for

  • A company-wide marketing plan
  • Prospecting new accounts

Tags

  • account plan
  • client
  • strategy
  • quarterly review
  • opportunities

About

You say

"Build a one-quarter account plan for Studio Lumière from my notes and the last two emails."

Account plan document with goals, stakeholders, opportunities, risks and actions.

Skill published by Anthropic under the Apache-2.0 license.

Show more

Prerequisites

You bring
The client name and your notes about them and The plan horizon

How to use it

  1. Give the client name and the horizon (quarter, half, year)
  2. Paste useful notes, emails or transcripts
  3. Review the plan and keep the dated action list

Content preview

Files

  • LICENSE11.5 KB
  • NOTICE-PALATEKIT.md0.4 KB
  • SKILL.md9.9 KB

Origin and licence

Modified by PalateKit

Author
Anthropic
Source
github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/sales/skills/account-plan
Licence
Apache-2.0

Notice

Version modifiée de « account-plan » (Anthropic, Apache-2.0) : traduction française et fiche par PalateKit.

User reviews

–

No ratings yet

Loading reviews…

Delete your review?

Your rating and comment will be removed from the page.

Frequently asked questions

Do I need a CRM or a docs tool?

No. Without a connector, the plan is written from your notes and rendered as a document or artifact, with a checklist to carry over by hand.

Does it mention other skills?

Yes, stakeholder-map and expansion-whitespace, to go deeper on stakeholders and growth ideas. The skill works without them.