Library/Account Management & Customer Growth/Account Planning & Strategic Growth/Build a 360-Degree Strategic Account Plan
TestedAccount Management & Customer GrowthSame-Day Use (under 30 min)

Build a 360-Degree Strategic Account Plan

Generate a strategic account plan mapping org structure, whitespace, prioritized expansion, and 30/60/90-day actions.

About this prompt

This prompt builds a 360-degree strategic account plan, aimed at account managers and AEs in post-sale growth. It maps org structure, champions, and blockers, surfaces the account's key initiatives and the openings they create, prioritizes whitespace and expansion, and lays out actions for the next 30, 60, and 90 days. Use it when planning growth on an existing account rather than working a single opportunity.Expansion revenue slips away when account teams react to renewals instead of planning growth against the account's own initiatives. This prompt builds a 360-degree account plan that maps the org structure, champions, and blockers, then ties whitespace opportunities to the business priorities the account is already chasing. Provide [ACCOUNT NAME], [PRODUCT OR SOLUTION], [STAKEHOLDERS], and [KNOWN FACTS] with org structure, initiatives, and history; set [AUDIENCE], [CURRENT SITUATION], [CONSTRAINTS], and [OUTPUT FORMAT] to your context. It returns prioritized expansion opportunities, the risks and tradeoffs across the plan, and concrete action items for the next 30, 60, and 90 days. Use this for post-sale account planning and QBR prep, not for a single active opportunity where a deal-strategy prompt fits better. Refresh the plan each quarter against what actually changed in the account, since a static account plan is just a document nobody reopens.

The prompt

You are an expert B2B sales strategist helping [AUDIENCE] build a 360-degree strategic account plan. CONTEXT TO FILL IN - Account: [ACCOUNT NAME] - Product or solution: [PRODUCT OR SOLUTION] - Buyer /
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Variables to replace

AUDIENCE | ACCOUNT NAME | PRODUCT OR SOLUTION | STAKEHOLDERS | CURRENT SITUATION | KNOWN FACTS | CONSTRAINTS | OUTPUT FORMAT

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StagePost-Sale/Growth
SeatAM, AE
DifficultyAdvanced
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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