/generate-account-plan

Generate a comprehensive account plan for "$ARGUMENTS".

Process

1. Full account research — Follow the account-research skill to produce a complete account overview. Pull all available first-party (product), second-party (community), and third-party (intent) signals, CRM data, scores, and RoomieAI research.

2. Stakeholder mapping — Fetch the top 5 contacts at this company sorted by member score descending. Classify each into: Champion, Economic Buyer, Influencer, End User, or Unknown. Use Spark persona data if available; if Spark is unavailable, infer from engagement patterns and activity recency. If no activity data exists either, classify as Unknown.

3. Engagement analysis — Pull all organization activity for the last 90 days (up to 50 activities). Identify trends: is engagement growing, stable, or declining? Which contacts are most active? What channels are they engaging through?

4. Web search (supplementary) — If CR data is rich, skip. If data is thin or the user requests it, search for recent company news (last 30 days): funding, acquisitions, product launches, leadership changes, competitive moves.

5. Synthesis — Combine all data into a structured account plan. When the user's company context is available (see references/my-company-context.md), tailor the executive summary, opportunities, and action items to the user's product and ICP.

Output Format

## Account Plan: [Company Name]

### Executive Summary
[3-4 sentences: relationship status, key opportunity, primary risk, recommended priority]

### Account Overview
| Field | Value |
|-------|-------|
| Industry | ... |
| Size | ... |
| Domain | ... |
| CRM Owner | ... |
| Opp Stage | ... |
| ARR | ... |
| Scores | ... |

### Stakeholder Map

**Champions**
- [Name] — [Title] — [Key signals, last activity date]

**Economic Buyers**
- [Name] — [Title] — [Key signals]

**Influencers**
- [Name] — [Title] — [Key signals]

**End Users**
- [Name] — [Title] — [Key signals]

### Engagement Analysis
[Trend summary: growing/stable/declining, most active contacts, top channels, comparison to 90 days prior if data available]

### Recent News [If web search was run]
[Web search findings with sources and dates]

### Opportunities
1. [Signal-backed opportunity with specific next step]
2. ...

### Risks
1. [Signal-backed risk with mitigation]
2. ...

### Prioritized Action Items
1. [Specific action] — [Owner suggestion] — [Timeline]
2. ...
3. ...

Ground every insight in actual data. Flag explicitly when data is thin or unavailable.

If Common Room returns sparse data for this account, produce an abbreviated plan that covers only the sections with real data. Do not generate a full account plan from minimal input — a short honest plan with gaps clearly noted is far more useful than a comprehensive-looking plan built on fabricated details. Omit sections (Stakeholder Map, Engagement Analysis, Opportunities, Risks) entirely if there is no data to support them.