Account Plan Builder
Builds or updates a strategic account plan with goals, risks, and next steps.
by anthropics · ★ 32,564 on GitHub
What it does
Ask Claude to build or refresh a plan for an account, and it gathers current status, stakeholders, opportunities, and risks from your connected tools. Claude drafts a full strategic plan and can sync key details back to your CRM. You get a document ready for planning meetings or quarterly reviews.
Who it’s for
A good fit for salespeople, consultants and founders who sell.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Reads your CRM data and can write updates back to it with your approval.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0