Key Account Planner
Cost-of-living pricing. Our prices are set for the US, the UK and Western Europe. If that is a lot where you live, tell us your country and we send you a code for a fair local price within one working day. Ask for your local price
14-day refund. If it does not perform as described, email us with what you asked it to do and what it returned, and we will refund you. Read the full policy
A plug and play AI agent that builds one-page plans for your biggest accounts.
Paste what you know about a customer or target. It maps who matters, sizes where the account can grow, checks its health and writes a 90-day plan with owners and dates, then keeps it up to date from your notes.
What you are buying
- A one-page plan with stakeholders, whitespace, risks, a 90-day plan and the gaps to check
- A set of files you upload once to Claude, ChatGPT or Gemini
- Honest planning: every fact shows where it came from, and roles come only from your notes
- Meeting prep for reviews and renewals, and dated updates from your call notes
- An app, a login or a subscription. You pay once.
- A tool that guesses org charts, budgets or who decides
- A CRM. It writes the plan, you keep it where you work
- Legal or contract advice
Your AI today, and with this
Fernhill Foods is a leading UK food manufacturer with around 800 employees. Key stakeholders: CEO, CFO, Head of Procurement. Opportunities: digital transformation, sustainability, cross-selling. Next steps: build relationships, add value, schedule a QBR.
The staff number and stakeholders are made up, and nothing has an owner or a date.
GOAL £70,000 a year by Wed 30 Jun 2027. Does not add up: Hull is with another supplier until Sep 2027. Reachable by 30 Jun: £37,440 + £4,800 + £9,360 + £720 = £52,320. STAKEHOLDERS Dan Pryce | Ops Director | Decision maker: "signs off anything over £10k" | Supporter | Some (18 Nov) Ravi Sood | Procurement Manager | Role not known | Not stated | None Status: WATCH. 1 red, 4 amber, 2 green, 1 not known. Settle the lost-garments charge with Leah | Kate | Fri 22 Jan | Credit note sent, Leah confirms in writing
Every figure is worked from your prices, unknown roles say so, and every action has an owner and a date. An invented example from the pack.
What you can ask it
| Build a plan | A one-page plan with stakeholders, whitespace, health and a 90-day plan |
| Map the stakeholders | Roles, stance and contact from your notes, and who to meet next |
| Find the whitespace | Growth sized from your prices and ranked |
| Check its health | Eight signals, a status and the risks with owners |
| Prep my meeting | Who is in the room, points, questions and the ask |
| Update the plan | What changed, action status and a new health score |
How you use it
- Open the folder for your AI: Claude, ChatGPT, Gemini, or Universal for Grok, Copilot and anything else.
- Follow the one-page install guide in that folder. Paste the instructions, upload the files.
- Type "Build a plan for my biggest customer", answer its questions once, and start asking.
What arrives
A zip file, straight after you pay. Inside:
- A start-here PDF that tells you which folder to use.
- Ready-to-upload folders for Claude, ChatGPT and Gemini, each with its own install guide.
- A skill file for Claude and ChatGPT that makes it check its own work before you see it.
- One all-in-one text file for Grok, Microsoft Copilot or any other AI.
Good to know
- Web search depends on your platform and plan. With it on and when you ask, it can look up public company facts and shows each source. Otherwise it works only from what you paste.
- It never invents people, roles, spend or dates. What it does not know goes in a list of gaps to check.
- Money figures come only from the prices you give it, with the sum shown.
- Prepping a first call with a new contact? Sales Call Prep builds the one-page call brief.
- 14 days to get your money back if it does not do what this page says.