Library/Cross-Functional Collaboration Micro-Tasks/Customer Success Collaboration/Build a joint AE/CSM account plan for growth
TestedCross-Functional Collaboration Micro-TasksSame-Day Use (under 30 min)
About this prompt
This prompt builds a joint account plan so the AE and CSM on a post-sale account work from one view of growth, risk, and ownership instead of running parallel playbooks. It's for AEs, CSMs, and AMs co-owning an account where coordination is loose or contested. Use it ahead of a renewal or expansion push, when the customer is at risk of seeing two uncoordinated points of contact.When an AE and CSM share an account but operate on separate plans, the customer gets mixed messages and expansion or renewal signals fall through the cracks. This prompt builds a single joint account plan that fixes that. Describe the account in CUSTOMER, ARR, RENEWAL TIMING, HEALTH; rate coordination in ALIGNED / SILOED / STEPPING ON EACH OTHER; name the growth path in EXPANSION POTENTIAL, WHERE GROWTH IS; list threats in WHAT THREATENS THE ACCOUNT; and set targets in RETENTION, EXPANSION, ADVOCACY — AND THE NUMBER ON IT. It returns a shared account picture, agreed goals, an explicit division of ownership, an expansion and risk plan, a sync cadence, and a united customer-facing approach. Use this to set up a clean co-ownership rhythm, not to resolve an active turf dispute — for that, reach for the AE/CSM friction-resolution prompt instead. Tip: fill WHERE GROWTH IS and WHAT THREATENS THE ACCOUNT with real signals the CSM has seen in product usage so the plan settles the gray-area question of who runs the expansion conversation.The prompt
I want the AE and CSM on this account actually aligned — same view of growth, risk, and who owns what — instead of running parallel playbooks that confuse the customer. Help me build a joint account p
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Variables to replace
CUSTOMER, ARR, RENEWAL TIMING, HEALTH | ALIGNED / SILOED / STEPPING ON EACH OTHER | EXPANSION POTENTIAL, WHERE GROWTH IS | WHAT THREATENS THE ACCOUNT | RETENTION, EXPANSION, ADVOCACY — AND THE NUMBER ON IT
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- 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
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