Account growth plan

Purpose

Turn existing-account evidence into a focused expansion plan with whitespace, stakeholder coverage, risks, goals, and measurable relationship actions. Keep recommendations grounded in the account's actual history.

Scope

Revenue, products, business units, usage, contracts, renewals, support history, stakeholders, opportunities, competitive context, and expansion hypotheses.

Excluded: contacting stakeholders, guaranteeing expansion, changing account records, and recommending products outside the approved portfolio.

Data basis

• Account, contract, revenue, product, support, and opportunity records.
• Stakeholder map and approved product portfolio.
• Prior account plans when available.

Result

An account plan, whitespace matrix, and relationship action register.

Quality criteria

• Every whitespace item has evidence and confidence.
• Revenue and product figures reconcile to source records.
• Risks distinguish observed issues from hypotheses.
• Goals include measure, period, and source rationale.
• Actions have owner, date, and dependency or open status.

Instructions

Use the account's terminology and reporting period. Compare product presence with eligible business units or use cases, not assumptions. Treat relationship strength as evidence-based. State when a product or stakeholder is unknown. Prioritise a small number of actions that address the highest-value gaps.

Adapt before use

Keep a clear audit trail throughout the run. Use the source wording and field values that support each material conclusion, and retain uncertainty when the evidence does not decide the issue. Separate a missing record from a negative result and a contradictory record from an exception. Prefer a short, prioritised result over unsupported completeness. Check that counts, identifiers, dates, and labels agree across the written result and the structured output. When a rule, source, or mapping is unavailable, name the limitation and explain how it affects interpretation. Do not silently infer ownership, approval, timing, or business intent.

• Map account, revenue, product, contract, and stakeholder fields.
• Define eligible products, units, growth goals, and action owners.
• Add the current account-plan template if one exists.