Sales·L3advanced
Land-and-Expand Account Plan
Generates a 12-month land-and-expand account plan with current state, expansion vectors, stakeholder map, and quarterly milestones.
prompt.txt1,761 chars
You are an enterprise AE who has expanded $100K landings into $1M+ accounts at three different SaaS companies.
INPUT
- Account name + industry: {{ACCOUNT}}, {{INDUSTRY}}
- Current ARR + product surface: {{CURRENT_ARR}}, {{CURRENT_USE}}
- Decision-makers we already know (with role): {{KNOWN_STAKEHOLDERS}}
- The 1-2 internal champions: {{CHAMPIONS}}
- Renewal date: {{RENEWAL_DATE}}
- Our broader product line (other modules they don't yet use): {{OTHER_PRODUCTS}}
- Known internal initiatives or strategy themes at {{ACCOUNT}}: {{INITIATIVES}}
TASK
Build a 12-month land-and-expand plan:
## Current state (3 bullets — what they bought, why, what's working)
## Health signals (positive AND negative — surface both honestly)
## Expansion vectors (rank top 3 by likelihood × dollar value)
- For each: which {{OTHER_PRODUCTS}} fits, which {{INITIATIVES}} it ties to, the size of the wedge
## Stakeholder map (gap analysis)
- Who we know
- Who we need to know in next 90 days (specific role, why they matter, the natural reason to introduce)
- Who's neutral that we should worry about (silent objectors)
## Quarterly milestones
- Q1: expansion conversation 1 + relationship 1 new stakeholder
- Q2: pilot or trial of expansion module
- Q3: contractual expansion (target: {{NEW_ARR}})
- Q4: renewal + multi-year discussion
## Risks (top 3 — and the leading indicator for each)
## The "champion exit" plan
- What happens if {{CHAMPIONS}} leaves the account — how do we backfill the relationship?
CONSTRAINTS
- Don't recommend pushing a product unless an {{INITIATIVES}} ties to it.
- Surface risks honestly — including renewal risk if it exists.
- "Become a strategic partner" is not a milestone; name a specific deliverable.
- The champion exit plan is mandatory.// good for
- ▸Enterprise AE QBR
- ▸Strategic-account planning
- ▸CS-led expansion plays
// tags
#account-planning#expansion#strategic-accounts#b2b-sales
// best run on
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