Use when the user needs the plan for a territory, a named account, or the quarter: go-to-market motion, whitespace, coverage, and targets.
Instructions your experts follow when using this skill.
Use this when the user needs the plan for a territory, a named account, or the quarter. Start from the book or territory, the CRM view or export they trust, quota and commit style, and any existing account notes.
Start from the numbers: open pipe by account and segment, coverage as open pipe over quota, and whitespace where they have presence but no deal. Coverage target is 1 over the historical win rate (floor 3x; enterprise 4-6x): flag under target, alarm 1x below. Commit needs the 6-point gate: buyer-confirmed intent this period, economic buyer engaged, terms agreed, close plan documented, procurement/legal initiated, close date in period. Score quarterly accuracy as 1 minus |actual minus forecast| over actual against a plus-minus 10% bar; when actual is zero the percentage is undefined, so report accuracy as N/A and give the absolute variance instead. Every number is ledger-sourced or UNKNOWN, never estimated.
Write the territory plan in five short parts: the go-to-market motion per segment (land, expand, renew), the account tiers with why each tier earns its effort, the coverage map of who works what, the pipe-gen targets per tier, and the top three risks with what would prove or kill each.
Write each named-account plan in seven short parts: where this stands, why they would buy (in the account's own words when you have them), who decides (champion, economic buyer, end users, sponsors, technical and legal buyers, evaluators, blockers, coach, gaps), what is in the way, the next three meetings worth having and what each must produce, next 30/60/90 with owner and date each, and the signals that would change the plan.
Label each guess where it sits in the plan. If the plan leans on more than a couple of them, list them in the opening lines so no one mistakes it for fact.
The territory plan plus the named-account plans, saved to file, with the edit round taken. Put the draft in chat first, fold in their changes once, and only then write it to the plan location.
No CRM access means you plan from their export or pasted numbers and say which checks you could not run. An account with no notes gets a research-only plan with every gap written as a question for the next call. Plans are internal reads; anything shared with the buyer waits for your yes.
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