{"product_id":"key-account-planner","title":"Key Account Planner","description":"\u003cdiv class=\"pz\"\u003e\n\u003cstyle\u003e.pz{--ink:#0E1114;--mut:#5E6873;--ln:#DCE1E7;--bl:#1247C7;--bd:#F4F6F8;color:var(--ink);font-size:16.5px;line-height:1.6}.pz *{box-sizing:border-box;margin:0;padding:0}.pz h3{font-size:1.15rem;font-weight:600;margin:1.7rem 0 .5rem;letter-spacing:-.01em}.pz p{margin-bottom:.7rem;max-width:62ch}.pz ul,.pz ol{margin:.2rem 0 .9rem 1.1rem;padding:0}.pz li{margin-bottom:.4rem;max-width:60ch}.pz .big{font-size:1.3rem;font-weight:600;line-height:1.35;letter-spacing:-.01em;margin-bottom:.8rem}.pz table{width:100%;border-collapse:collapse;margin:.3rem 0 1rem;table-layout:fixed}.pz td{padding:.55rem 0;border-bottom:1px solid var(--ln);vertical-align:top}.pz td:first-child{font-weight:600;width:34%;padding-right:1rem}.pz .two{display:grid;grid-template-columns:1fr 1fr;gap:.8rem;margin:.6rem 0 1rem}@media(max-width:640px){.pz .two{grid-template-columns:1fr}}.pz .card{border:1px solid var(--ln);border-radius:10px;padding:1rem 1.1rem}.pz .card.yes{border-color:var(--bl)}.pz .card ul{margin-bottom:0}.pz .tag{font-size:.78rem;letter-spacing:.06em;text-transform:uppercase;color:var(--mut);font-weight:600;display:block;margin-bottom:.45rem}.pz .card.yes .tag{color:var(--bl)}.pz .mail{font-size:.95rem;line-height:1.55;white-space:pre-line}.pz .note{color:var(--mut);font-size:.9rem;margin-top:.5rem}\u003c\/style\u003e\n\n\u003cp class=\"big\"\u003eA plug and play AI agent that builds one-page plans for your biggest accounts.\u003c\/p\u003e\n\u003cp\u003ePaste 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.\u003c\/p\u003e\n\n\u003ch3\u003eWhat you are buying\u003c\/h3\u003e\n\u003cdiv class=\"two\"\u003e\n\u003cdiv class=\"card yes\"\u003e\n\u003cspan class=\"tag\"\u003eIt is\u003c\/span\u003e\n\u003cul\u003e\n\u003cli\u003eA one-page plan with stakeholders, whitespace, risks, a 90-day plan and the gaps to check\u003c\/li\u003e\n\u003cli\u003eA set of files you upload once to Claude, ChatGPT or Gemini\u003c\/li\u003e\n\u003cli\u003eHonest planning: every fact shows where it came from, and roles come only from your notes\u003c\/li\u003e\n\u003cli\u003eMeeting prep for reviews and renewals, and dated updates from your call notes\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cspan class=\"tag\"\u003eIt is not\u003c\/span\u003e\n\u003cul\u003e\n\u003cli\u003eAn app, a login or a subscription. You pay once.\u003c\/li\u003e\n\u003cli\u003eA tool that guesses org charts, budgets or who decides\u003c\/li\u003e\n\u003cli\u003eA CRM. It writes the plan, you keep it where you work\u003c\/li\u003e\n\u003cli\u003eLegal or contract advice\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\n\u003ch3\u003eYour AI today, and with this\u003c\/h3\u003e\n\u003cdiv class=\"two\"\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cspan class=\"tag\"\u003eYour AI today\u003c\/span\u003e\n\u003cp class=\"mail\"\u003eFernhill Foods is a leading UK food manufacturer with around 800 employees.\nKey stakeholders: CEO, CFO, Head of Procurement.\nOpportunities: digital transformation, sustainability, cross-selling.\nNext steps: build relationships, add value, schedule a QBR.\u003c\/p\u003e\n\u003cp class=\"note\"\u003eThe staff number and stakeholders are made up, and nothing has an owner or a date.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"card yes\"\u003e\n\u003cspan class=\"tag\"\u003eWith Key Account Planner\u003c\/span\u003e\n\u003cp class=\"mail\"\u003eGOAL\n£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.\nSTAKEHOLDERS\nDan Pryce | Ops Director | Decision maker: \"signs off anything over £10k\" | Supporter | Some (18 Nov)\nRavi Sood | Procurement Manager | Role not known | Not stated | None\nStatus: WATCH. 1 red, 4 amber, 2 green, 1 not known.\nSettle the lost-garments charge with Leah | Kate | Fri 22 Jan | Credit note sent, Leah confirms in writing\u003c\/p\u003e\n\u003cp class=\"note\"\u003eEvery 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.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\n\u003ch3\u003eWhat you can ask it\u003c\/h3\u003e\n\u003ctable\u003e\n\u003ctr\u003e\n\u003ctd\u003eBuild a plan\u003c\/td\u003e\n\u003ctd\u003eA one-page plan with stakeholders, whitespace, health and a 90-day plan\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eMap the stakeholders\u003c\/td\u003e\n\u003ctd\u003eRoles, stance and contact from your notes, and who to meet next\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFind the whitespace\u003c\/td\u003e\n\u003ctd\u003eGrowth sized from your prices and ranked\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eCheck its health\u003c\/td\u003e\n\u003ctd\u003eEight signals, a status and the risks with owners\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePrep my meeting\u003c\/td\u003e\n\u003ctd\u003eWho is in the room, points, questions and the ask\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eUpdate the plan\u003c\/td\u003e\n\u003ctd\u003eWhat changed, action status and a new health score\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/table\u003e\n\n\u003ch3\u003eHow you use it\u003c\/h3\u003e\n\u003col\u003e\n\u003cli\u003eOpen the folder for your AI: Claude, ChatGPT, Gemini, or Universal for Grok, Copilot and anything else.\u003c\/li\u003e\n\u003cli\u003eFollow the one-page install guide in that folder. Paste the instructions, upload the files.\u003c\/li\u003e\n\u003cli\u003eType \"Build a plan for my biggest customer\", answer its questions once, and start asking.\u003c\/li\u003e\n\u003c\/ol\u003e\n\n\u003ch3\u003eWhat arrives\u003c\/h3\u003e\n\u003cp\u003eA zip file, straight after you pay. Inside:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eA start-here PDF that tells you which folder to use.\u003c\/li\u003e\n\u003cli\u003eReady-to-upload folders for Claude, ChatGPT and Gemini, each with its own install guide.\u003c\/li\u003e\n\u003cli\u003eA skill file for Claude and ChatGPT that makes it check its own work before you see it.\u003c\/li\u003e\n\u003cli\u003eOne all-in-one text file for Grok, Microsoft Copilot or any other AI.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eGood to know\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eWeb 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.\u003c\/li\u003e\n\u003cli\u003eIt never invents people, roles, spend or dates. What it does not know goes in a list of gaps to check.\u003c\/li\u003e\n\u003cli\u003eMoney figures come only from the prices you give it, with the sum shown.\u003c\/li\u003e\n\u003cli\u003ePrepping a first call with a new contact? \u003ca href=\"\/products\/sales-call-prep\"\u003eSales Call Prep\u003c\/a\u003e builds the one-page call brief.\u003c\/li\u003e\n\u003cli\u003e14 days to get your money back if it does not do what this page says.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e","brand":"PromptLeadz","offers":[{"title":"Default Title","offer_id":53493673853195,"sku":"KAP-49","price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0928\/7932\/3403\/files\/key-account-planner-cover.png?v=1793272549","url":"https:\/\/promptleadz.com\/products\/key-account-planner","provider":"Prompt Leadz","version":"1.0","type":"link"}