Account Plan One-Pager
Replace 12-page account plans nobody reads with a 400-word one-pager your QBR will trust.
Your account is actively evaluating Tableau — while Power BI bundling looms
| Account | BI Status | Key Displacement Risk | Current ARR |
|---|---|---|---|
| 🎯 Your Account | Evaluating Tableau | Power BI bundled in M365 renewal | $50K |
| Peer — Infineon Technologies | Tableau live | — | — |
| Peer — Emerson Electric | Confluent live | — | — |
Overview
Your AEs write 12-page account plans nobody reads. This workflow produces a max-400-word territory-plan-crisp one-pager: account profile, what you sell them today, top 2 expansion plays with named-peer evidence, top 2 risks with defensive actions, and a 3-action 90-day plan with named owners and calendar dates. Pulls signals from HG firmographic, technographic, FAI, intent, contact, and SEC tools. Reviewed in QBR, not stored in a Drive folder.
Use cases
Annual planning across 30 accounts in an afternoon
Your AEs spend a week per account building plans from memory and outdated CRM notes. This workflow batch-runs across the territory, produces 30 one-pagers grounded in HG firmographic + technographic + spend + intent signals, and outputs a sortable view of expansion thesis vs risk score. Annual planning becomes one afternoon, not one week per account.
Pipeline reviews your manager doesn't have to interpret
Your team walks into pipeline reviews with deal slides where the manager has to decode AE shorthand. This workflow gives each top account a 400-word one-pager: profile + relationship + 2 expansion plays with named-peer evidence + 2 risks with defensive actions + 90-day plan with owners and dates. The manager skims, asks one sharp question, moves on. Reviews speed up; coaching gets sharper.
View workflow prompt
# Account Plan One-Pager
## Parameters
- `{{domain}}` *(required)* — Account domain HG Insights uses for lookup. Example: `siemens.com`
- `{{current_arr}}` *(optional)* — Current ARR with this account, if known. Example: `$250K`
## Purpose
You are an AE writing a one-page account plan for {{domain}} (current ARR: {{current_arr}}). Output is the QBR-grade single page — territory-plan crisp, every claim with evidence, no filler. Maximum 400 words.
## Process
1. **Account profile** — call `company_firmographic` for {{domain}}. Capture industry, employee count, HQ city, growth stage (high-growth / steady / declining based on revenue trajectory). 4 lines max.
2. **Relationship snapshot** — given {{current_arr}}, summarize what we sell them today (use CRM context if available, or {{current_arr}} as the anchor), named champion(s) from `contact_search`, and tenure with us (free-text if unknown).
3. **Expansion thesis** — call `search_companies` to identify peers (companyId/companyName/domain), then enrich each named peer via `company_firmographic` (pass the returned companyId as hg_id, or the domain) for employees/industry/country, plus `company_technographic` + `company_intent` to confirm the peer runs the expansion product. Surface the top 2 expansion plays. Each play must reference a peer that already runs the expansion product.
4. **Risk picture** — surface the top 2 risk signals (competitive add, champion movement, intent decay, financial stress). Each pairs with a defensive action.
5. **90-day plan** — exactly 3 actions. Each names an owner (the AE, the CSM, the SE, etc.), a target date inside the next 90 days, and a specific outcome.
## Output Format
Markdown one-pager, max 400 words total:
- `# 📋 {{domain}} — Account Plan` (header + ARR line)
- `## Account Profile` (4 bullet lines: Industry / Size / HQ / Growth)
- `## Relationship` (3 bullet lines: What we sell / Named champion / Tenure)
- `## Expansion Thesis` (2 plays — each: Play + Peer Precedent + Trigger to Wait For)
- `## Risk Picture` (2 risks — each: Signal + Evidence + Defensive Action)
- `## 90-Day Plan` (3-row table: Action | Owner | Target Date | Desired Outcome)
Every claim cites its source.
## Quality Checklist
- Total length ≤400 words (this is reviewed in QBR, not a working doc)
- Account profile is exactly 4 lines, relationship exactly 3
- Both expansion plays cite a *named* peer, not "industry leader"
- Both risks pair with a *concrete* defensive action, not "monitor closely"
- All 3 90-day actions have a named human owner + a calendar date inside the window
- No filler bullets — every line earns its place