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Revenue Enablement

Account Plan Builder

Build a strategic account plan

For account executives and account managers. The decision: how do we grow this account in the next 90 days?

Give it the account name, plus contacts, products and notes if you have them, and get back an account overview, a power map, a whitespace analysis, a 90 day plan and a research checklist.

Try it with an exampleUse your own details

Last updated

90-Day Account Plan90-Day Account Plan: from Today to Day 90 through Days 1 to 30: Foundation, Days 31 to 60: Engagement, Days 61 to 90: Close or Expand.90-Day Account PlanTodayDay 90Days 1 to 30:FoundationDays 31 to 60:EngagementDays 61 to 90:Close orExpand

How do I build a 90-day strategic account expansion plan for existing B2B accounts?

Build a strategic account plan with a contact power map, expansion whitespace analysis, and competitive questions, followed by a three-phase 90-day plan: Days 1 to 30 (map the account and listen), Days 31 to 60 (prove the next step and build the business case in the account's figures), and Days 61 to 90 (decide and widen) in Account Plan Builder.

What you get

This sample is a made up example, built from the inputs behind Fill in an example. It shows part of one section of the answer.

The account in brief

The logistics customer is an existing account in third-party logistics with annual recurring revenue of $36,000. This plan is about growing it with our product. By this tool's example rule on ARR alone the account sits in the Growth contract band. Expansion potential is unknown until a new need and its buyer are supplied and confirmed; ARR does not establish either.

AttributeValue
Accountthe logistics customer
Industrythird-party logistics
Account TierGrowth (set by this tool's rule from Current ARR)
Current ARR$36,000

Who decides and who influences

Find a champion first: the person who feels the problem and is measured on it. Find out who signs this off and who controls the budget.

See the full example answer or run it with your own details.

Run Account Plan Builder

You need: Account name. You can add: Industry, Current ARR, Known contacts, Current products, Expansion opportunities, Competitive threats, Your solution, Account notes, Your sector.

Company/account name

Industry vertical

Current ARR with this account (0 for prospects)

Known contacts and their roles, one per line or separated by semicolons, for example: Head of RevOps (champion); CFO. Each entry becomes one row, so put other notes in account_notes

Up to 6,000 characters in this form. For a longer document, use Revenue Enablement in Claude, which takes up to 100,000.

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

Up to 6,000 characters in this form. For a longer document, use Revenue Enablement in Claude, which takes up to 100,000.

Optional: your company's own industry (not your customers'). When given, it decides the sector notes; when left out, the tool reads it from your words and stays neutral if they are unclear.

Example answer

Generated on 2 November 2026 from this branch, with the inputs behind Fill in an example. Your own inputs give a different result.

Revenue Enablement report

Example: Account Plan Builder

Made with Account Plan Builder by Helix GTM ConsultingBased on the made-up example inputshttps://revenue-enablement.gtmhelix.com/tools/account-plan-builder/

Show the full result

Strategic account plan: the logistics customer

The account in brief

The logistics customer is an existing account in third-party logistics with annual recurring revenue of $36,000. This plan is about growing it with our product. By this tool's example rule on ARR alone the account sits in the Growth contract band. Expansion potential is unknown until a new need and its buyer are supplied and confirmed; ARR does not establish either.

AttributeValue
Accountthe logistics customer
Industrythird-party logistics
Account TierGrowth (set by this tool's rule from Current ARR)
Current ARR$36,000
Expansion PotentialUnknown; confirm a new need and its buyer before assessing expansion

Sector: not clear from your inputs (name the industry for sector notes). Business model: not stated. Tell us how you charge and the plan will adjust.

Who decides and who influences

Find a champion first: the person who feels the problem and is measured on it. Find out who signs this off and who controls the budget.

Where the account can grow

They use our route planning in 3 of their 12 cities today (in your words). Find out what exactly the account uses of our product today and what it still does by other means; the gap between the two is the whitespace.

Prove the first step before you ask for the next: a before and after on one team, measured on a number the account already tracks.

Alternatives and competition

Find out what the account does today, including doing it by hand: ask who else solves this problem for them, what has worked and not worked, and what would have to change for them to look at another way.

The next 90 days
Days 1 to 30: map the account and listen (by 2026-12-02)
  1. Find the people who own the problem, hold the budget and will use our product every day.
  2. Ask what they use today instead, including doing it by hand.
  3. Agree the baseline: which of the numbers it already tracks the account measures today, and who owns each number.

By day 30 you should have a named champion, a baseline in the account's own numbers, and the missing roles named.

Days 31 to 60: prove the next step (by 2027-01-01)
  1. Agree a proof, with one team and a measure fixed beforehand.
  2. Build the business case in the account's own figures: the ROI Business Case Builder tool needs their cost or value figures, so ask finance for them now.
  3. Put the baseline and the proof result in front of whoever signs.

By day 60 the business case should be accepted by the person who signs, with the proof result in the account's numbers.

Days 61 to 90: decide and widen (by 2027-01-29)
  1. Hold the decision meeting with the person who signs: set the proof result next to the baseline from the first 30 days.
  2. Agree the scope, the term and the price for the step you are asking the account to take.
  3. Check the renewal date and have the expansion agreed before it, so it is not decided inside the renewal.
  4. Agree the next review date and who owns the measure until then.

By day 90 you should have a decision on the expansion.

This week
  • Find and test a champion.
  • Ask who signs, and ask for that person by name.
  • Ask one person who lives with the problem what they do about it today.

To sharpen this plan, give:

  • known contacts (it would give one row for each person, with their part and a next step, in place of the generic roles above)
  • expansion opportunities (it would name the areas to grow into and their sponsors, and fill days 61 to 90)
  • competitive threats (it would give a question and a proof for each alternative the account uses)
  • account notes that start with "Objections:" and list them with semicolons (it would add an answer for each)

The plan is dated from today (2026-11-02); review it monthly.

Built by Shashwat Ghoshhttps://revenue-enablement.gtmhelix.com/tools/account-plan-builder/

How the answer is laid out, using the sections the tool prints. Example figure: replace with your own.

When a tool is not enough: if the decision needs more than one answer, talk it through in a call. Book 45 minutes with Shashwat.

How to read the answer

The tool builds a 90-day strategic account plan (The account in brief, Who decides and who influences, Where the account can grow, Alternatives and competition, The next 90 days split into Days 1 to 30, Days 31 to 60, and Days 61 to 90, and This week). While it places the account into an illustrative contract band from Current ARR alone, it explicitly states that Expansion Potential is Unknown until you supply and confirm a new buyer need and its decision maker. When Known contacts, Expansion opportunities, or Competitive threats are left blank, the plan gives you the exact discovery tasks to fill those gaps in the first 30 days.

What to do next

  • Founder: Join the account owner in Days 1 to 30 to help reach the executive who signs off on expansion and agree on the baseline measure the account already tracks.
  • CEO: Check Days 61 to 90 to make sure expansion scope, term, and price are agreed ahead of the renewal date so expansion does not get rolled into a renewal discount negotiation.
  • CMO: Provide the account team with a before-and-after proof point from a comparable team or city and help build the finance business case in Days 31 to 60.
  • CRO: Require account executives to complete the This week actions (test a champion, identify who signs by name, and document what the account uses today) and re-run the plan with Known contacts and Expansion opportunities.
  • Demand generation head: Support multi-threading in the account by running targeted air-cover campaigns to the missing buying committee roles identified in the first 30 days.

Why come back

Review and re-run this plan monthly as you add Known contacts, Expansion opportunities, Competitive threats, and "Objections:" notes from your first 30-day discovery meetings. The tool applies the same fixed rules every time. It does not call an AI model, and this site does not keep what you enter.

Who is the Account Plan Builder tool not ideal for?

  • Anyone who cannot give the inputs listed above, because the answer is built only from them.
  • Teams that want the tool to read their CRM, email or call notes: it works only from what you type.
  • Anyone who wants to send the output straight to a buyer: every output is a draft for a person to review first.

How do I use the Account Plan Builder tool with an AI assistant?

Add Revenue Enablement once (see Use it in Claude, ChatGPT or Gemini), then ask in plain words. Here is a prompt built from the tested example:

My role is not stated. Ask me for my role first. Use Revenue Enablement's Account Plan Builder tool. account name: the logistics customer; industry: third-party logistics; current ARR: 36000; your solution: our product; current products: our route planning in 3 of their 12 cities. If this tool is unavailable, ask me to open its web page; do not invent its output. In Gemini CLI or Antigravity, use the Helix GTM Suite skills package for related guidance, without claiming to run this connector.

How does the Account Plan Builder tool work?

You do not need to sign in. A web browser is enough, and the answer comes back in a second or two.

  1. Fill in the form above, or press Fill in an example.
  2. Press Run Account Plan Builder.
  3. Read the result on this page, then copy it and edit it before you use it.

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 AI assistant connector run the same tool code, so the same input gives the same answer in both.

Next: Deal Strategy Coach

For developers

MCP tool name: account_plan_builder. REST: POST https://revenue-enablement.gtmhelix.com/api/tools/account_plan_builder with this JSON body (see How it works):

{
  "input": {
    "account_name": "the logistics customer",
    "industry": "third-party logistics",
    "current_arr": 36000,
    "your_solution": "our product",
    "current_products": "our route planning in 3 of their 12 cities"
  }
}

Choose your app

Run a Helix tool in your browser, then take the result to ChatGPT, Claude or Gemini. Connectors work with supported plans in Claude, ChatGPT, Cursor, VS Code and Windsurf. The Helix GTM Suite skills package supports Claude Code, Gemini CLI, Antigravity, Cursor and VS Code, and is available through skills.sh. Each plugin has its own installation steps, below or on its own page.

Connector setup guides · Skills package setup guide · Find the skills on skills.sh