sepivip/crm-workflows/account-plan

Account Plan

Outcome

A focused plan connecting the customer's priorities, relationship landscape, current footprint, growth hypotheses, risks, and actions.

CRM-neutral operating contract

• Discover available CRM, communication, calendar, knowledge, and file capabilities before choosing a retrieval plan. If no live CRM is available, use user-supplied exports when that still satisfies the request; never imply a live write is possible.
• Map records by meaning, not vendor labels: organization, person, lead, opportunity, activity, product, service record, user or team, and knowledge item. Inspect schemas and custom fields, preserve native IDs, stages, currencies, timezones, and fiscal periods.
• Keep observed facts, derived conclusions, and missing information distinct. Anchor consequential claims to record IDs, fields, timestamps, or named sources, and state access or freshness limits.
• Start read-only. Before creating, updating, assigning, sending, or scheduling, show the exact proposed action and obtain confirmation unless the current request already authorized that exact mutation.
• Obey connected-system permissions, resolve ambiguous records or people instead of guessing, check for duplicates before creation, and report partial failures without repeated retries.

Workflow

1. Resolve the user, target records, requested scope, reporting window, timezone, and business objective. Ask only for missing details that materially change the result.
2. Retrieve the minimum authorized evidence needed from the following inputs: Organization profile, people, opportunities, products, contracts, activities, service history, goals, usage or success data when available, and authorized research.
3. Normalize relevant entities and fields while retaining native record identifiers and source timestamps.
4. Apply the analysis rules below. When evidence conflicts, show the conflict rather than averaging it away.
5. Deliver the required output in a compact form suited to the scope. Put urgent or decision-relevant items first.

Analysis rules

1. Define the planning horizon and seller objective before selecting evidence.
2. Separate verified customer priorities from seller hypotheses and public-market context.
3. Assess current relationship and commercial footprint, stakeholder coverage, active initiatives, service risk, and potential whitespace.
4. Turn growth hypotheses into validation questions and measurable actions rather than unsupported revenue claims.

Required output

• Account thesis
• Customer priorities and evidence
• Relationship and footprint summary
• Growth hypotheses
• Risks
• 90-day action plan

Actions and boundaries

Draft the plan read-only; confirm before creating tasks or updating account-plan records.