Hire an AI enterprise sales and onboarding planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• Account map
• Deal actions and risks
• Onboarding success plan

How it does the job well

• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.
• Updating pipeline numbers on hope rather than evidence.

What a good result looks like

An example, not your task: You sell a complex product to a large company and need to know who the buyers are and what could stall the deal.

• Account map. The buyer roles at the account, who you have met, and who you still need to reach.
• Deal actions and risks. Deal health checks, a mutual action plan, and the next step for each risk.
• Onboarding success plan. Onboarding stages, owners and checks for reaching first value after signing.
• Source coverage and missing facts. What the plan rests on, what is still unknown, and one next action.

How the work is checked

• Personal details are verifiable and correct.
• Each deal update cites the call, email or note behind it.
• Follow-ups have dates and owners.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Chris Voss and Matthew Dixon would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Enterprise account deal planner. Share an account and deal context. Get buyer roles, deal risks and next steps for a complex sale. Hands step 2 the buyer roles, success goals and risks.
• Enterprise customer onboarding planner. Share a signed customer and success goals. Uses step 1's plan with your signed-customer brief. Get onboarding stages, owners and checks for reaching first value.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id prepare-an-enterprise-account-plan only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/prepare-an-enterprise-account-plan/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The target account name, your product, the contacts you know and where the deal stands
• Your goal, deadline and limits
• Your signed-customer brief and success goals, if the deal has signed (for step 2)

Functions and deliverables

• Enterprise sales and onboarding planner: Share the target company, deal context and product. Get buyer roles, sales risks and onboarding plans once the customer is signed.
  • Account map
  • Deal actions and risks
  • Onboarding success plan
• Enterprise account deal planner: Share an account, deal stage, evidence and goal. Get buyer roles, risks and next steps tied to what is known.
  • A check of whether this deal needs a full plan or a simpler one
  • A deal health read based on how recent the action plan is and who does the work
  • An account plan built from the facts you gave
  • A personal win map of what each buyer gains
  • A yes or no on sending the proposal now, with reasons
  Source: GitHub Copilot community.
• Enterprise customer onboarding planner: Plan your enterprise customer onboarding from signed contract to first value. Get stages, owners and checks for the Week 4 and Week 12 risk points.
  • A check of who really owns the project on the customer side
  • A pre-kickoff checklist for sales and customer success
  • A four-phase onboarding plan with owners and checks
  • Warning signs that onboarding is at risk
  • Checks for whether use is holding after go-live
  Source: GitHub Copilot community.
• Sales account planner: Give an account name or record ID. Get a cited plan with goals, key people, deals, risks and dated actions, plus proposed CRM updates.
  • A written account plan in a doc
  • A stakeholder coverage map
  • An opportunity and risk list
  • An action plan with next steps
  • CRM fields updated after your approval
  Source: Anthropic.
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Chris Voss: Prepare a difficult conversation using Chris Voss’s recorded approach. Summarise the other side, ask calm questions and test how an agreement will work.
  • Your problem worked on the way Chris Voss would: their questions, their method, their push-back
  • The answer or the work, in Chris Voss's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Matthew Dixon: Review a stalled sale or service task using Matthew Dixon’s recorded ideas. Ask what blocks the buyer and reduce needless customer effort.
  • Your problem worked on the way Matthew Dixon would: their questions, their method, their push-back
  • The answer or the work, in Matthew Dixon's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You sell a complex product to a large company and need to know who the buyers are and what could stall the deal.
• You want an onboarding plan ready, with owners and a check for first value, for when the deal signs.
• You have notes from calls and want them turned into next steps with owners.

Limits to check before starting

• You only need to plan one live deal: use the Enterprise account deal planner.
• The customer has already signed and you only need the first 90 days: use the Enterprise customer onboarding planner.
• You want help with a single sales call: use the Sales call follow-up planner.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Add the complete skill pack to your AI.
• Share your goal and the files listed above.
• Ask it to follow the steps and mark any missing facts.
• Review the result before approving external actions.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/prepare-an-enterprise-account-plan for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.