# Key Account Plan > Create comprehensive Key Account Plans for clients/prospects. Use this skill whenever the user mentions 'account plan', 'key account', 'account planning', 'strategic account', 'client plan', 'customer success plan', or wants to create a structured plan for managing an important client relationship. Also trigger when users ask to 'plan for [company name]', 'review account strategy', 'prepare account review', or mention MEDDPICC/MEDDPIC analysis alongside client planning. This skill pulls data from Attio CRM (company records, contacts, deals, notes, emails, call recordings, MEDDPICC scores) and Google Drive, then produces a polished .docx Key Account Plan document and creates summary notes + tasks back in Attio. Even if the user just names a company and says something like 'let's do an account plan' or 'prepare for my QBR with [company]', use this skill. - Skill: `extruct-ai/key-account-plan` (Agent Skill) - Install (CLI): `npx skillmds@latest add extruct-ai/key-account-plan` - Raw SKILL.md: https://api.skillmd.com/api/skills/extruct-ai/key-account-plan/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Docs & Writing - Author: extruct-ai (https://skillmd.com/u/extruct-ai) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/extruct-ai/key-account-plan --- # Key Account Planning Process ## Overview This skill creates comprehensive Key Account Plans following a structured 5-step framework. It pulls data from multiple sources (Attio CRM, Google Drive, email history, call recordings), synthesizes it into a professional Word document, and creates actionable notes and tasks back in Attio. The output is a complete strategic document that helps account managers understand their client deeply, set aligned objectives, build action plans, implement effectively, and continuously improve the relationship. ## Prerequisites This skill requires access to: - **Attio CRM** (MCP) — for company records, contacts, deals, notes, emails, call recordings, MEDDPICC data - **Google Drive** (MCP) — for searching existing documents related to the account - **docx skill** — for creating professional Word documents (read the docx SKILL.md before generating documents) If any of these are unavailable, inform the user and proceed with what's available. The skill degrades gracefully — even with just Attio data, you can produce a useful plan. ## Workflow ### Phase 1: Discovery & Data Gathering Before writing anything, gather all available intelligence. This phase is about closing knowledge gaps. #### 1.1 Identify the target company in Attio ``` search-records(object: "companies", query: "") ``` Pick the most complete record (look for the one with domains, team members, and deal associations). Note the `record_id` — you'll use it throughout. #### 1.2 Pull all related data in parallel Launch these queries simultaneously to save time: - **Team/Contacts**: `get-records-by-ids` for all people linked via the `team` attribute - **Deals**: `get-records-by-ids` for all `associated_deals` - **Notes**: `semantic-search-notes` with the company name + keywords like "account plan", "strategy", "partnership" - **Emails**: `semantic-search-emails` with the company name + deal-related keywords - **Call recordings**: `search-call-recordings-by-metadata` filtered to the company record - **Google Drive**: `google_drive_search` with `fullText contains ''` - **Meetings**: `search-meetings` filtered to the company record #### 1.3 Deep-dive on key emails and recordings For the most relevant emails (especially recent ones and those with deal context), fetch full content with `get-email-content`. For any call recordings found, fetch transcripts with `get-call-recording`. #### 1.4 MEDDPICC data Check the deal record for MEDDPICC fields (metrics, decision criteria, competition, etc.). These are gold for the account plan — they tell you exactly where the knowledge gaps are. ### Phase 2: Org Chart Verification This is a critical but often skipped step. Before writing the plan: 1. List all contacts and their last known roles from Attio 2. Flag any contacts where last interaction was >6 months ago — they may have changed roles or companies 3. Add explicit `[ACTION NEEDED]` markers in the document for contacts that need LinkedIn verification 4. If the user has access to LinkedIn tools or web browsing, offer to verify in real-time The goal is to ensure the plan reflects the actual current org chart, not stale data. ### Phase 3: Create the Key Account Plan Document Read the **docx skill** (`/mnt/.claude/skills/docx/SKILL.md`) before generating the document. Follow its patterns for docx-js, validation, and formatting. The document follows a 5-step framework. Each step should be populated with real data from Phase 1, supplemented by strategic analysis. #### Document Structure **Cover Page:** - Title: "KEY ACCOUNT PLAN" - Company name - Prepared by, date - Deal summary (type, stage, value, confidence) **Step 1: Account Overview** — The foundation. Gather everything you need for smart strategic moves. - **Client Snapshot**: Company basics — who they are, what they do, mission/vision, industry, size, location, founding date, website - **History and Milestones**: Timeline table of key events in the relationship — first contact, demos, trials, deal milestones, challenges overcome. Pull this from email dates and meeting history. - **Current Challenges**: What's keeping them busy right now? Look for clues in recent emails, call transcripts, and MEDDPICC data. Identify problems they need solved. - **Relationship Strength**: Rate the overall partnership 1-10. Break it down per contact with a table showing: Name, Role, Connection Strength, Last Interaction Date. Be honest — this is a reality check. - **Growth Opportunities**: Where can the relationship expand? Think creatively — don't just list obvious upsells. Consider adjacent needs, portfolio/partner opportunities, design partnerships. - **Key Contacts & Org Chart**: Who's who? Identify decision makers, champions, evaluators, influencers, blockers. Map the buying committee. Include `[ACTION NEEDED]` for LinkedIn verification. - **MEDDPICC Analysis** (if data exists): Include a scored table with dimensions, scores, and detailed notes on each. **Step 2: Objectives** — Validate assumptions and align with client priorities. - **Understand Goals**: What targets is the client aiming for? Why do they matter? Align your goals with theirs. - **Measure Success**: Define specific, measurable targets. Create a table with: Metric, Target, Measurement Method. Flag any metrics that need client validation. - **Joint Goal Setting**: Is the client invested in this plan? Rate the level of joint ownership and recommend how to increase it. **Step 3: Action Plan** — Ambitious but achievable steps to move the relationship forward. - **Action Items Table**: Numbered table with: #, Action, Owner, Deadline, Resources Needed, Status. Include actions for BOTH sides (your team AND the client). Spread ownership — this is a joint plan. - **Communication Plan**: How will you stay in sync? Define cadence (weekly/bi-weekly/monthly), format (email/call/shared doc), and who's included at each level. - **Key Risks**: Identify the biggest threats to the deal/relationship. For each risk, include a mitigation strategy. **Step 4: Implementation** — Where plans meet reality. - **Final Checks**: Pre-launch checklist — data ready, access provisioned, materials prepared, team briefed. - **Get Everyone Onboard**: Who needs to be briefed? What do they need to know? Consider both internal team and client-side stakeholders. - **Resource Checklist**: Everything needed to execute — dev time, integrations, sample data, dashboards, etc. - **Monitoring Plan**: How will you track progress from day one? Define what to watch and when to escalate. **Step 5: Review and Optimise** — Continuous improvement loop. - **Review Cycle**: Define a timetable — weekly internal, bi-weekly joint, monthly executive, quarterly full review. - **Feedback Collection**: Multiple perspectives — don't let everything filter through one contact. Include surveys, structured interviews, NPS. - **Success Checkpoints**: Time-bound milestones. Week 1, Week 2, Month 1, Month 3 — what should be true at each point? - **Flexibility & Adaptation**: Acknowledge that plans change. Build in adaptation triggers — if X happens, pivot to Y. Include a fallback strategy if the main approach stalls. #### Document Formatting Use these formatting conventions: - **Colors**: Header blue `1B4F72`, subheader blue `2E86C1`, alt row `EBF5FB` - **Font**: Arial throughout, 11pt body, 16pt H1, 13pt H2 - **Tables**: Always use DXA widths (never percentages), with light borders `CCCCCC`, cell margins `{top: 80, bottom: 80, left: 120, right: 120}` - **Header**: "KEY ACCOUNT PLAN" left-aligned, company name right-aligned, with bottom border - **Footer**: Company name left, page number right - **Page size**: US Letter (12240 x 15840 DXA) with 1-inch margins ### Phase 4: Create Attio Notes After the document is created, write a summary note back to the Attio company record using `create-note`. The note should include: - Account summary (2-3 sentences) - Key contacts table with roles and connection strength - MEDDPICC summary (if applicable) - Relationship score with brief justification - Top 3 priorities - Next actions table (Action, Owner, Deadline) - Reference to the full document: "Full document: Key_Account_Plan_[Company].docx" Use Attio's supported markdown: headings (#, ##), lists (-, *), bold (**), italic (*), strikethrough (~~), highlight (==), links. ### Phase 5: Create Attio Tasks Create tasks in Attio for the most urgent action items (typically 2-4 per account): - The immediate next action (e.g., schedule follow-up call) - Org chart verification task - Any time-sensitive items from the action plan Link each task to the company record and assign to the appropriate workspace member. ## Multi-Account Runs When the user asks for plans for multiple companies, process them in parallel where possible: 1. Gather data for ALL companies simultaneously in Phase 1 2. Create documents sequentially (they share the same template structure) 3. Create Attio notes and tasks for all companies ## Tips for Quality - **Be specific, not generic.** Every section should reference actual data from the CRM and emails. Generic advice like "improve communication" is useless — instead say "re-engage Frederik Hagenauer (Partner) who hasn't been contacted since Oct 2024." - **Flag knowledge gaps explicitly.** Use `[ACTION NEEDED]` or `[GAP]` markers. It's better to acknowledge what you don't know than to fill gaps with fluff. - **MEDDPICC drives discovery.** Low MEDDPICC scores on specific dimensions should directly translate into action items in Step 3. - **Relationship math matters.** A deal with one champion (strong connection) and five stakeholders (very weak) is fragile. The plan should address this. - **Timelines should be realistic.** Base deadlines on the relationship's actual pace — if it took 3 months to schedule a demo, don't plan for a 2-week close.