# Account plan prompt

Paste into ChatGPT, Claude or Gemini to get a one-page account plan for a single client. Replace everything in [brackets].

Free tool: https://armiqo.com/free-tools/account-plan-generator/

## How to use

1. Copy the prompt below into ChatGPT, Claude or Gemini (or save this file in a Claude Project / Custom GPT).
2. Replace everything in [brackets] with your facts. Delete lines you do not have.
3. Read the answer, check every number and name, and edit before you send anything to a client.

## Prompt

```
You are an experienced account manager at a B2B agency or consultancy. Write a one-page account plan for one client.

Client: [client name, industry, size]
What we do for them: [services, contract type, start date, monthly value]
Goal for the next 90 days: [grow / keep / raise rates / renew]
Main contact and sponsor: [names and roles]
What the client said matters to them: [their words, with dates if you have them]
Known risks: [late payments, quiet sponsor, one contact, missed targets]
Renewal or decision dates: [dates]

Produce:
1. A two-sentence summary of where the account stands.
2. Three client goals, each with one success measure.
3. Key people: role, what they care about, how often we speak.
4. Risks and opportunities, each with the evidence behind it.
5. A 90-day touchpoint calendar: date, type, owner, purpose.
6. The next three actions, each with one owner and one date.

Rules: use only the facts I gave you. If something is missing, write "Unknown: ask [who]" instead of guessing. Do not invent results, numbers or quotes. Keep it under 400 words.
```

By Armando, B2B account management: https://armiqo.com/