Hire an AI sales account growth planner

Everything it can hand back

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

• 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

How it does the job well

• Never sacrifice the relationship for the sale. Be honest about product limits. Expansion should not surprise the customer.
• You cannot read the CRM, product data or email. Work only from what was pasted, and say which numbers you could not check.
• 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: A new customer has signed and you need a plan for the next 12 months with them.

• Account health. A green, yellow or red rating with the reasons, and whether to expand, steady or save.
• Stakeholder map. Each person's role, influence, mood and last contact, plus who you still need to meet.
• Expansion opportunities. Each chance with its signal, timing, sponsor and a case in the customer's words.
• Quarterly review plan. A 60 minute agenda with questions that lead to a next step.
• Churn watch. Warning signs for the account and a plan for this week, this month and this quarter.
• Action plan. Actions for both sides, each with an owner and a due date.

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 Elmer Wheeler and Ray Kroc would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Rate the health. It combines usage, support mood, contact activity, contract timing and sponsor activity into green, yellow or red.
• Map the people. It sorts the contacts into champion, buyer, influencer, user and detractor, and counts how many threads you have.
• Find real opportunities. It keeps an opportunity only if it has a signal, a reason, good timing and someone who cares.
• Write the customer's case. It states each opportunity as a result for the customer, such as time saved, before it mentions revenue.
• Plan the review. It builds an agenda that opens with value delivered, then the customer's plans, then how you fit.
• Watch for churn. It lists the warning signs and gives a plan for each stage when an account is yellow or red.
• Agree the next steps. It ends with actions for both sides, each with an owner and a date.

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 sales-account-strategist 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/sales-account-strategist/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 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)

Helpful context (optional)

• Usage by team or department for the last three months.
• Support ticket themes and any recent complaints.
• The customer's own goals for the year, from their website or your last review.

Tools and access

• Claude, ChatGPT or Gemini: You paste in account notes and numbers and read a plan back. Nothing is changed in your CRM.
• Your CRM or customer success tool: It holds the contract dates, contacts and usage. Copy them into the chat, as the AI cannot read them itself.

Functions and deliverables

• Sales account growth planner: Build an account growth plan for a customer you already won, with a stakeholder map, expansion opportunities and early signs of churn.
  • 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
  Source: Michael Sitarzewski and Agency Agents contributors.
• Customer health and churn scorer: Share account data. Get health scores, churn-risk tiers and expansion signals for each customer.
  • A health score per account
  • A churn risk rating with reasons
  • An expansion opportunity score
  • Ranked lists for follow-up
  Source: Alireza Rezvani.
• 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.
• Mutual action plan builder: Name a deal. Get a why-buy case and a dated plan to signature to share with the customer.
  • A customer-facing business case
  • A dated plan to signature with owners
  • A list of claims that still need proof
  • A draft email to your champion
  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
• Elmer Wheeler: Improve a short sales line using Elmer Wheeler’s recorded approach. Lead with a real benefit, show it in action and test the wording.
  • Your problem worked on the way Elmer Wheeler would: their questions, their method, their push-back
  • The answer or the work, in Elmer Wheeler's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Ray Kroc: Plan shop operations using Ray Kroc’s recorded approach. Write the basics, try them in one place and check costs before copying the system.
  • Your problem worked on the way Ray Kroc would: their questions, their method, their push-back
  • The answer or the work, in Ray Kroc'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

• 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.

Limits to check before starting

• 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.

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.

• 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.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/sales-account-strategist 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.