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Revenue Enablement · tool 1 of 12

Account Plan Builder

Generate strategic account plans with power mapping, whitespace analysis, and expansion strategies. Provides actionable 90-day plans based on account intelligence.

By , founder of Helix GTM Consulting · Last updated

How do I run Account Plan Builder in my browser?

Required: Account name. Fields marked optional can be left empty.

Company/account name

Industry vertical

Current ARR with this account (0 for prospects)

Known contacts and their roles (can be rough notes)

Products/services they currently use from you

Potential expansion areas or whitespace

Known competitors in the account

Your product/service offering

Any additional context about the account

How do I use Account Plan Builder from Claude?

Connect Revenue Enablement once (see Connect), then ask in plain words. A prompt built from the tested example:

Use Revenue Enablement's Account Plan Builder tool. account name: Northwind Clinics; industry: healthcare; current arr: 24000; your product: ClinicFlow scheduling.

MCP tool name: account_plan_builder. REST: POST https://revenue-enablement.gtmhelix.com/api/tools/account_plan_builder (see Docs).

How does Account Plan Builder work?

It applies fixed rules in the Revenue Enablement code to the inputs above and returns text. It does not call an AI model, does not look anything up, and does not store what you type. The web form and the MCP server run the same function, so the same input gives the same answer in both.

Next: Deal Strategy Coach