Context Slice Strategic Account Plan
Required context:
- Customer name and company profile
- Known priorities and business challenges
- Current product usage and adoption
- Key stakeholders and their roles
- Contract/renewal date
Structure:
# Account Plan: [Customer Name]
## Account Overview
| Field | Value |
|-------|-------|
| Industry | [Industry] |
| Company Size | [Employees / Revenue] |
| Current ARR | $XXK |
| Contract End | [Date] |
| Account Owner | [Rep Name] |
| Health Score | [Red/Yellow/Green] |
## Stakeholder Map
| Name | Title | Role | Relationship | Priority |
|------|-------|------|--------------|----------|
| [Name] | [Title] | Champion/Blocker/User | [Warm/Cold] | [High/Med/Low] |
*Health Score and Relationship are organization-specific. If your team has standard definitions, use those. Otherwise: Green = engaged and growing, Yellow = stable but at risk, Red = disengaged or churning. For relationships: Warm = responsive advocate, Neutral = professional but distant, Cold = unresponsive or resistant.*
## Current State
**What they're using:** [Products/features currently deployed]
**Adoption level:** [% active users, key metrics]
**Open issues:** [Support tickets, known friction]
## Goals & Priorities
**Their business priorities:**
1. [Priority from their perspective]
2. [Priority 2]
**Our objectives:**
1. [Retention / Expansion / Upsell goal]
2. [Relationship goal]
## Opportunities
| Opportunity | Value | Timeline | Confidence | Next Step |
|-------------|-------|----------|------------|-----------|
| [Upsell/Cross-sell] | $XXK | [Q] | [H/M/L] | [Action] |
## Risks
| Risk | Impact | Likelihood | Mitigation |
|------|--------|------------|------------|
| [Risk] | [H/M/L] | [H/M/L] | [Action] |
## 90-Day Action Plan
| Action | Owner | Due Date | Status |
|--------|-------|----------|--------|
| [Specific action] | [Name] | [Date] | [Status] |Territory Planning Framework
Required context:
- Team headcount and roles
- Target industries and segments
- Geographic regions covered
- Historical revenue by region/segment
- Next fiscal year targets
Structure:
# Territory Plan — FY[XX]
## Team Structure
| Rep | Role | Region | Segment | Quota |
|-----|------|--------|---------|-------|
| [Name] | [AE/SDR] | [Region] | [Enterprise/MM/SMB] | $X.XM |
## Territory Allocation Method
**Approach:** [Geographic / Named Accounts / Industry / Hybrid]
**Rationale:** [Why this allocation makes sense for the business]
## Coverage Model
| Segment | Target Accounts | Reps Assigned | Accounts per Rep |
|---------|----------------|---------------|------------------|
| Enterprise | [X] | [X] | [X] |
| Mid-Market | [X] | [X] | [X] |
| SMB | [X] | [X] | [X] |
## Regional Breakdown
| Region | Target Revenue | Rep(s) | Key Industries | Major Accounts |
|--------|---------------|--------|----------------|----------------|
| [West] | $X.XM | [Names] | [Industries] | [Top 3 accounts] |
## Capacity Analysis
**Total quota capacity:** $X.XM
**Target:** $X.XM
**Gap/Buffer:** [+/-$X]
## Rules of Engagement
- [Account ownership rules]
- [Handoff criteria between segments]
- [Exception handling process]
## Key Assumptions
- [Hiring timeline]
- [Ramp assumptions]
- [Market conditions]Account Prioritization
Required context:
- List of accounts with relevant data
- Prioritization criteria (industry, size, funding, tech stack, engagement signals)
Structure:
## Account Prioritization — [Criteria Used]
### Tier 1 (Highest Priority)
| Account | Industry | Size | [Key Criteria] | Score | Why |
|---------|----------|------|----------------|-------|-----|
| [Name] | [Industry] | [Size] | [Value] | [X/10] | [1-sentence rationale] |
### Tier 2 (High Priority)
| Account | Industry | Size | [Key Criteria] | Score | Why |
|---------|----------|------|----------------|-------|-----|
### Tier 3 (Monitor)
| Account | Industry | Size | [Key Criteria] | Score | Why |
|---------|----------|------|----------------|-------|-----|
### Methodology
**Criteria weights:**
- [Criterion 1]: [X]%
- [Criterion 2]: [X]%
- [Criterion 3]: [X]%
**Data sources:** [Where the data came from]
### Recommendations
1. [Action for Tier 1 accounts]
2. [Approach for Tier 2]
3. [Handling for Tier 3]Weighted Account Scoring
Required context:
- Account list (ideally with: company size, engagement score, intent signals, tech stack, industry)
- Scoring rules or weights to apply
Structure:
## Account Scoring Results
### Top 10 Ranked Accounts
| Rank | Account | Total Score | Breakdown | Key Signal |
|------|---------|-------------|-----------|------------|
| 1 | [Name] | [XX]/100 | Size: X, Engagement: X, Intent: X | [Why they're #1] |
| 2 | [Name] | [XX]/100 | Size: X, Engagement: X, Intent: X | [Key factor] |
...
### Scoring Methodology
| Factor | Weight | Scoring Logic |
|--------|--------|---------------|
| Company Size | [X]% | [How points are assigned] |
| Engagement Score | [X]% | [Logic] |
| Intent Signals | [X]% | [Logic] |
| Tech Stack Fit | [X]% | [Logic] |
| Industry Fit | [X]% | [Logic] |
### Score Distribution
- **80+ (Hot):** [X] accounts
- **60-79 (Warm):** [X] accounts
- **40-59 (Developing):** [X] accounts
- **<40 (Cold):** [X] accounts
### Next Steps
- [Action for high-score accounts]
- [Nurture strategy for mid-tier]
- [Disqualification criteria for low-score]Regional Market Entry Analysis
Required context:
- Target region or country
- Product/solution being evaluated
- Available research on local market conditions
Structure:
# Market Entry Analysis: [Region/Country]
## Executive Summary
**Recommendation:** [Go / No-Go / Conditional Go]
**Confidence:** [High/Medium/Low]
**Key factors:** [2-3 sentence summary]
## Market Opportunity
| Factor | Assessment | Notes |
|--------|------------|-------|
| Market Size (TAM) | $[X]M | [Source/methodology] |
| Growth Rate | [X]% CAGR | [Timeframe] |
| Competitive Intensity | [Low/Med/High] | [Key players] |
## Buying Behavior
- **Decision process:** [How companies buy in this market]
- **Budget cycles:** [Fiscal year timing, procurement patterns]
- **Preferred channels:** [Direct/Partner/Online]
- **Language requirements:** [Localization needs]
## Competitive Landscape
| Competitor | Market Share | Strengths | Weaknesses |
|------------|-------------|-----------|------------|
| [Name] | [X]% | [Strengths] | [Weaknesses] |
## Regulatory & Economic Factors
- **Data privacy:** [GDPR, local regulations]
- **Economic conditions:** [Currency, stability]
- **Trade considerations:** [Tariffs, restrictions]
## Go-to-Market Requirements
| Requirement | Investment | Timeline |
|-------------|------------|----------|
| [Localization] | [$X] | [Months] |
| [Local team] | [$X] | [Months] |
| [Partnerships] | [$X] | [Months] |
## Risk Assessment
| Risk | Probability | Impact | Mitigation |
|------|-------------|--------|------------|
| [Risk] | [H/M/L] | [H/M/L] | [Action] |
## Recommended Action Steps
1. [Immediate action]
2. [30-day milestone]
3. [90-day milestone]
## Sources
- [Cited sources for data]