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Build a structured account plan for any key customer or target account.
Passed 14 of 22 test cases with the skill, and 4 of 22 without it.
and 13 more in the full report
10 fixed4 passed either way8 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 10 test cases the skill fixed. Same model, same prompt, with and without the skill.
Please construct a 24-month strategic account plan for Global Health Tech. Current annual revenue is £600k with renewal coming up in 9 months. They currently use Enterprise CRM and Patient Portal. Key stakeholders: CTO Mark Davis (Executive Sponsor, strong) and Lead Architect Elena Rostova (User, weak). We want to expand them into Automated Triage (£120k value). Primary risk is competing budget priorities. Generate a complete account management document covering the account metrics snapshot, stakeholder mapping, reasons for retention, whitespace growth table, risk management schedule, immediate 90-day action plan, and period-end success metrics.
| Checked | Without skill | With skill |
|---|---|---|
| Includes Next Action column in the growth opportunities table. | Missed | Passed |
| Includes a dedicated Whitespace section for unadopted products. | Passed | Passed |
The instructions your model reads when the skill loads.
Produces a structured account plan — the document that separates account managers who grow accounts from those who just service them.
Account Manager: [Name] | Period: [Date range]
| Metric | Current | Target (EOY) |
|---|---|---|
| ARR / Revenue | £[amount] | £[target] |
| NPS / Health score | [Score] | [Target] |
| Products in use | [List] | [Expansion targets] |
| Renewal date | [Date] | — |
| Risk level | Low / Medium / High | — |
| Name | Title | Influence | Relationship | Notes |
|---|---|---|---|---|
| [Name] | [Role] | Decision maker / Influencer / User | Strong / Neutral / Weak | [Insight] |
test cases passed, vs 4 / 22 without
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