Create account plan summary

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Create account plan summary

Drafts a one-page account plan summarizing a customer's goals, blockers, and actions.

Prompt

Draft a 1-pager account plan for [Customer Name]. Use notes from our last 2 calls + contract info + goals: [paste here]. Output should be formatted as goals, blockers, actions, and renewals.
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About the author

Co-founder of Prompt Magic and ThinkingDeeply.ai Career Chief Marketing Officer