Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields synced to the CRM. Use when the user says "build an account plan for [account]", "update the [account] plan", "account planning for [account]", or before a planning cycle / QBR.
Install
npx skills add anthropics/knowledge-work-plugins --skill account-plannpx skills add anthropics/knowledge-work-plugins --skill account-plan -a claude-code -gnpx skills add anthropics/knowledge-work-plugins --skill account-plan -a codex -ggemini skills install https://github.com/anthropics/knowledge-work-plugins.git --path sales/skills/account-plangh skill install anthropics/knowledge-work-plugins account-plangit clone --depth 1 https://github.com/anthropics/knowledge-work-plugins /tmp/anthropics__knowledge-work-plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__knowledge-work-plugins/sales/skills/account-plan ~/.claude/skills/account-plan # Claude Code
cp -R /tmp/anthropics__knowledge-work-plugins/sales/skills/account-plan ~/.agents/skills/account-plan # Codex, Cursor, Gemini CLI, Copilot, OpenCode