{ "schema": "aiblocks-page/1", "id": "agency-sales-account-strategist", "type": "agent", "name": "Sales account growth planner", "summary": "Build an account growth plan for a customer you already won, with a stakeholder map, expansion opportunities and early signs of churn.", "headline": "Sales account growth planner", "subhead": "Describe a customer account, what they bought and the people you know there. It maps who matters, finds the upsell and cross-sell chances that have real evidence behind them, plans the next quarterly review and flags the signs that a customer may leave.", "job": { "id": "sell-and-negotiate", "name": "Sell and negotiate" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" }, { "type": "source_text", "required": false, "label": "Source text", "what": "a long source in full: an article, a video or talk transcript, or notes from a book, with its title, author and link" } ], "outputs": [ { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" }, { "type": "audit_report", "required": true, "label": "Audit report", "what": "findings with evidence, severity, missing inputs and next actions" } ], "you_give": [ "The account name, what they bought, their contract value and the renewal date", "What they use, with any usage or support numbers you have", "The people you know there, with title, role and when you last spoke", "What else you sell that they have not bought", "Notes from recent calls or emails (optional)", "The date of the next quarterly review (optional)" ], "you_get": [ "A health rating for the account (green, yellow or red) with the reasons", "A stakeholder map showing champions, buyers, users and detractors, and who is missing", "A list of expansion opportunities, each with its signal, why now, who cares and a case in the customer's words", "A 60 minute agenda and questions for the next quarterly review (when you ask for one)", "A churn warning table and a plan for the next week, month and quarter (for yellow or red accounts)", "A shared action plan with owners and dates for both sides" ], "use_when": [ "A new customer has signed and you need a plan for the next 12 months with them.", "Your only contact at a big customer just changed jobs or went quiet.", "A customer's usage is growing, and you want to know if it is a real chance to sell more.", "A quarterly business review is coming and you want an agenda that leads to a next step, not a status report." ], "skip_when": [ "You want to win a new customer. Use the Sales deal reviewer for a live deal.", "You want one page that sums up an account from your CRM, email and calls. Use the Account catch-up brief writer.", "You want to rank many accounts against each other. Use the Sales account ranker.", "You want churn scores across your whole customer base. Use the Customer cancellation risk finder.", "You want it to send emails, change your CRM or book meetings. It only writes the plan." ], "output_sample": { "input": [ "The account name, what they bought, the contract value and renewal date", "The people you know there, with their role and when you last spoke", "Usage or support numbers, and notes from recent calls (optional)", "What else you sell that they do not own yet" ], "prerequisites": [ "An AI chat such as Claude, ChatGPT or Gemini", "Your CRM or product usage numbers, pasted in as text (optional)" ], "output": [ { "name": "Account health", "contains": "A green, yellow or red rating with the reasons, and whether to expand, steady or save." }, { "name": "Stakeholder map", "contains": "Each person's role, influence, mood and last contact, plus who you still need to meet." }, { "name": "Expansion opportunities", "contains": "Each chance with its signal, timing, sponsor and a case in the customer's words." }, { "name": "Quarterly review plan", "contains": "A 60 minute agenda with questions that lead to a next step." }, { "name": "Churn watch", "contains": "Warning signs for the account and a plan for this week, this month and this quarter." }, { "name": "Action plan", "contains": "Actions for both sides, each with an owner and a due date." }, { "name": "Still to check", "contains": "Facts and numbers you must confirm in your own records before acting." } ] }, "output_shape": "BRIEF AND ASSUMPTIONS\n | contract | products held | ASSUMED: | MISSING: \n\nACCOUNT HEALTH\n | because | play \n\nSTAKEHOLDER MAP\n | | role <champion, buyer, influencer, user or detractor> | influence <level> | mood <level> | last contact <date> | gap <who is missing>\n\nEXPANSION OPPORTUNITIES\n <opportunity> | signal <what you saw> | why now <timing> | who cares <person> | customer case <result for them> | owner | stage\n NOT YET AN OPPORTUNITY: <observations missing a reason, timing or sponsor>\n\nQUARTERLY REVIEW PLAN (if asked)\n agenda in minutes | questions to ask | who must attend\n\nCHURN WATCH (if yellow or red, or asked)\n <signal> | current | risk level | action this week, this month, this quarter\n\nACTION PLAN\n <action> | our owner | their owner | due date | status\n\nSTILL TO CHECK\n <item> | where to confirm it", "how_to_use": [ "Download the pack and add it to your AI as a skill. Or paste SKILL.md into a new chat, then paste references/source-agent.md after it.", "Paste what you know about the account, the people and the contract. Add the numbers you have. Say what you want first, such as a growth plan or a review agenda.", "Answer any question once. Anything you skip is marked MISSING, and the plan will say what it could not check.", "Read the health rating and the stakeholder map first. Fix any person or date that is wrong.", "Check each opportunity. Ask whether the customer would call it a good idea and whether you have heard it from them.", "Take the action plan to your team. Update the stakeholder map after each call and paste it back in next time." ], "checks": [ "The result addresses your actual task and cites the evidence used.", "Examples, role-play experience and targets are kept separate from verified results.", "Claims of tests, memory, tool access or completed actions match what actually happened." ], "next": [ { "name": "Outbound sales planner", "url": "https://useaiblocks.com/skills/agency-sales-outbound-strategist", "why": "Sell it" } ], "source": { "by": "Michael Sitarzewski and Agency Agents contributors", "repo": "msitarzewski/agency-agents", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/sales/sales-account-strategist.md", "licence": "MIT", "original_name": "Account Strategist", "commit": "b37b5bb33b78f2c1d6567d98e25ca818e3259219" }, "credits": [ { "title": "Account Strategist", "by": "Michael Sitarzewski and Agency Agents contributors", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/sales/sales-account-strategist.md", "used": "Original agent profile, preserved in references/source-agent.md; AI Blocks adds setup and review instructions." } ], "files": [ "LICENSE", "references/source-agent.md", "SETUP.md", "source.json" ], "links": { "page": "https://useaiblocks.com/agents/agency-sales-account-strategist", "markdown": "https://useaiblocks.com/agents/agency-sales-account-strategist.md", "json": "https://useaiblocks.com/agents/agency-sales-account-strategist.json", "instructions": "https://useaiblocks.com/skills/agency-sales-account-strategist/SKILL.md", "download": "https://useaiblocks.com/skills/agency-sales-account-strategist.zip", "api_item": "https://useaiblocks.com/api/v1/items/agency-sales-account-strategist", "api_document": "https://useaiblocks.com/api/v1/documents/agent/agency-sales-account-strategist", "mcp": "https://useaiblocks.com/mcp" } }