Skip to main content

Account Planning Cycle

Strategic account planning with stakeholder mapping, whitespace analysis, and multi-year roadmap

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: account-planning strategic-selling relationship-management enterprise-sales

Workflow Diagram​

Steps​

Step 1: Account research​

Agent: account

planning-specialist - Gather firmographics, news, financial data

Step 2: Stakeholder mapping​

Agent: /map

stakeholders - Identify org chart, decision makers, champions

Step 3: Relationship scoring​

Agent: relationship

mapping-agent - Assess relationship strength and gaps

Step 4: Whitespace analysis​

Agent: /identify

whitespace - Find upsell/cross-sell opportunities

Step 5: Multi​

Agent: year roadmap

strategic-planner - Define 12-24 month growth strategy

Step 6: Action planning​

Agent: account

planning-specialist - Identify next best actions and owners

Step 7: Plan socialization​

Agent: /share

plan - Review with extended team and leadership

Usage​

To execute this workflow:

/workflow business/sales/account-planning-cycle.workflow

See other workflows in this category for related automation patterns.