Use this skill when managing key accounts, planning expansions, running QBRs, or mapping stakeholders. Triggers on account management, expansion playbooks, QBR preparation, stakeholder mapping, renewal strategy, upsell, cross-sell, and any task requiring strategic account planning or relationship management.
Use this skill when managing key accounts, planning expansions, running QBRs, or mapping stakeholders. Triggers on account management, expansion playbooks, QBR preparation, stakeholder mapping, renewal strategy, upsell, cross-sell, and any task requiring strategic account planning or relationship management.
Be a strategic advisor, not a vendor - Customers don't renew vendors; they
renew advisors who help them win. Lead every interaction with their business
outcomes (revenue growth, cost reduction, risk mitigation), not product features.
Always know their top 3 strategic priorities before entering any meeting.
Map the org chart relentlessly - Single-threaded relationships are renewal
risk. A champion who leaves takes your deal with them. Build relationships at
three levels: the executive sponsor (owns budget), the champion (drives adoption),
and end-users (create stickiness). Update your stakeholder map every quarter.
Be proactive, not reactive - The worst time to discover a customer is
unhappy is when they send a cancellation notice. Run regular cadence calls,
monitor product usage data, track open support tickets, and surface risks
before they compound. Proactive outreach is 10x more effective than reactive
damage control.
Land and expand - The initial contract is the beginning of the revenue
journey, not the goal. Every implementation and onboarding decision should be
made with expansion in mind: which adjacent team could use this next, what
workflow creates a natural upgrade trigger, and which exec sponsor has budget
for a broader rollout.
Health scores predict churn - Combine quantitative signals (login frequency,
feature adoption, support ticket volume, NPS, contract utilization) into a single
health score. Accounts that drop below a threshold need immediate intervention.
A declining health score is almost always visible 60-90 days before a churn event.
Core concepts
Account tiers classify customers by strategic importance and revenue potential,
not just current ARR. Tier 1 (strategic): top 10-15% by ARR or growth potential -
receive quarterly EBRs, dedicated CSM, executive sponsor pairing. Tier 2 (growth):
middle 30-40% - monthly cadence calls, QBRs twice per year. Tier 3 (long-tail):
remaining accounts - mostly automated touchpoints with reactive support.
Stakeholder roles are the key personas inside every customer account. The
champion is your internal advocate - they want you to succeed because your
product makes them look good. The economic buyer controls the budget and signs
the renewal; they care about ROI, not features. The blocker is the person who
can kill the deal or renewal - usually a competing vendor ally, a skeptical IT
director, or someone whose team is disrupted by your product. Winning requires
engaging all three, not just the champion.
Health scoring is a composite signal built from multiple data sources: product
usage (logins, feature breadth, DAU/MAU), relationship signals (executive sponsor
access, NPS score, responsiveness), business signals (contract utilization,
ROI achieved, expansion conversations), and support signals (open ticket count,
escalation history). Weight each dimension and produce a red/yellow/green score
updated weekly.
Expansion signals are leading indicators that an account is ready to grow.
Look for: high feature utilization hitting plan limits, new team or department
onboarding independently, executive sponsor referencing adjacent use cases,
positive NPS (9-10) with specific praise, and successful ROI documentation.
Expansion is easiest to sell when the customer is already experiencing value.
Common tasks
Create an account plan
An account plan is a living document updated quarterly that aligns your activities
to the customer's strategic goals. Use this template structure:
Account Plan: [Customer Name]
Last Updated: [Date] | Owner: [AM Name] | Tier: [1/2/3]
CUSTOMER OVERVIEW
- Industry / segment / company size
- Primary use case and products contracted
- Contract value: $[ARR] | Renewal date: [Date]
STRATEGIC GOALS (customer's top 3 priorities this year)
1. [Goal 1 - source: last EBR / customer's annual report]
2. [Goal 2]
3. [Goal 3]
HOW WE MAP TO THEIR GOALS
- Goal 1 -> [your product capability / ROI delivered]
- Goal 2 -> [your product capability / ROI delivered]
SUCCESS METRICS (agreed with customer)
- Metric 1: [target] | Current: [value]
- Metric 2: [target] | Current: [value]
RISKS
- [Risk 1]: [Mitigation]
- [Risk 2]: [Mitigation]
EXPANSION OPPORTUNITIES
- [Opportunity 1]: [Trigger / timeline / owner]
90-DAY ACTION PLAN
- [ ] [Action] by [Date] - [Owner]
Update the account plan before every QBR and share a summary with the customer.
An account plan the customer never sees is a vendor plan, not an account plan.
Map stakeholders - power grid
A stakeholder power grid maps each contact by their level of influence (low to
high) against their sentiment toward you (detractor to champion). Plot each
contact as a dot on the 2x2 grid:
Their personal win (what success looks like for them)
Engagement frequency and last contact date
Relationship owner (who on your team owns this relationship)
Key risk: what would cause them to turn negative
Never rely on a single champion. If your only contact leaves and you have no
other relationships, treat that account as high churn risk immediately.
Prepare and run a QBR
A QBR (Quarterly Business Review) is a strategic meeting - not a product demo
or support update. Reserve it for business outcomes and forward-looking planning.
See references/qbr-template.md for the full deck structure.
Standard QBR agenda (60 minutes):
00-05 Welcome + agenda alignment
05-15 Customer's business update (let them talk first)
15-30 Value delivered: ROI review, success metrics vs. targets
30-40 Challenges, blockers, open issues
40-50 Roadmap alignment + upcoming opportunities
50-58 Mutual action plan: commitments from both sides
58-60 Close + next meeting scheduled
Pre-QBR preparation checklist:
Pull usage data and calculate ROI / value delivered
Review all open support tickets and escalations
Check health score trend over the quarter
Confirm executive sponsor attendance (reschedule if they can't attend)
Prepare 3 strategic questions tailored to their industry
Draft expansion opportunity to introduce at the right moment
Send agenda 5 business days in advance
Never start a QBR with a product update. Start with their business. "What's
changed for you this quarter?" buys more goodwill than any slide deck.
Identify expansion opportunities
Expansion should feel like a natural next step to the customer, not a sales
call. Use this framework to identify and sequence expansion plays:
Expansion types:
Seat expansion: more users in the same team - triggered by hitting seat limits
Module/feature upsell: adjacent product capability - triggered by workflow gaps
Cross-sell: different product to same account - triggered by adjacent use case
New business unit: rolling out to another department - triggered by internal champions
Expansion readiness checklist:
Customer has achieved documented ROI from current contract
Champion has positive NPS (8+) and is actively using the product
Economic buyer is aware of the value delivered (not just the champion)
New use case or team has been mentioned in conversation
Renewal is not within 60 days (too close - wait until renewal is secured)
Always document the expansion opportunity in the account plan with a trigger
(what event would make this timely), an owner, and a target timeline.
Manage renewal process - timeline
Work backwards from the renewal date. Deals that start the renewal conversation
too late almost always get discounted or delayed.
Renewal Date minus 120 days:
- Confirm renewal is flagged in CRM and forecast
- Verify success metrics and pull ROI data
- Identify any risks (health score, open tickets, stakeholder changes)
Renewal Date minus 90 days:
- Run renewal QBR focused on value delivered and future roadmap
- Surface any expansion opportunity (renew and expand together)
- Begin commercial conversation with economic buyer
Renewal Date minus 60 days:
- Send renewal proposal with updated pricing and term options
- Address any objections or procurement requirements
- Loop in legal early if contract redlines are expected
Renewal Date minus 30 days:
- Follow up weekly until signed
- Escalate to your manager if no response after 2 attempts
- Offer a brief extension (30 days max) if procurement is the bottleneck
Renewal Date minus 7 days:
- Confirm countersigned paperwork received and processed
- Schedule kickoff for the new contract period
A renewal that starts at 30 days out is already late. Treat 90 days as your
minimum lead time; 120 days for enterprise accounts over $100K ARR.
Build account health scoring
A practical health score combines 4-6 signal categories into a single number
(0-100) or a red/yellow/green rating.
Recommended signal categories and weights:
Category
Weight
Green
Yellow
Red
Product usage (logins/MAU)
30%
>80% of seats active weekly
50-80%
<50%
Feature adoption depth
20%
3+ core features used
1-2 features
0-1 features
Relationship health (NPS)
20%
NPS 8-10
NPS 6-7
NPS 0-5
Support ticket trend
15%
Decreasing or 0 open
Stable
Increasing or escalated
ROI / success metrics
15%
>90% of targets met
70-90%
<70%
Score calculation: assign 100 (green), 50 (yellow), 0 (red) per category, then
multiply by weight and sum. Score above 75 = green; 50-75 = yellow; below 50 = red.
Automate health score calculation where possible and review the full at-risk
list (red accounts) in weekly team standup. Human review catches what data misses.
Handle at-risk accounts - save playbook
An at-risk account requires a structured save motion, not ad-hoc heroics.
Step 1 - Triage (within 24 hours of signal):
Identify the root cause: product gap, relationship breakdown, budget cut, or
competitive threat
Assign a save owner (usually senior AM or CSM lead)
Notify internal stakeholders (AE, product, leadership if >$50K ARR)
Step 2 - Executive engagement (within 48 hours):
Reach out from your executive to their executive sponsor
Tone: "We've heard there are concerns - we want to understand and solve them"
Avoid being defensive; listen first
Step 3 - Root cause meeting (within 1 week):
Run a dedicated meeting (not a QBR) focused only on understanding their issues
Ask: "If we could fix one thing, what would it be?"
Commit to a specific action plan with dates, not vague reassurances
Step 4 - Recovery plan:
Document a joint success plan with measurable milestones
Offer a structured path: if X is fixed by Y date, we expect your confidence to
return to Z level
Check in weekly until green health score is restored
The most common mistake in save plays is over-promising. Commit only to what
you can deliver. A broken promise during a save play accelerates churn.
Anti-patterns
Anti-pattern
Why it's wrong
What to do instead
Single-threaded relationships
One contact departure kills the renewal
Build 3+ relationships across levels; map all stakeholders quarterly
Treating QBRs as product demos
Customers stop attending; trust erodes
Lead with their business outcomes; product is supporting evidence
Starting renewal at 30 days
No time for objections, procurement, or expansion conversation
Start renewal motion at 90-120 days; build renewal into QBR
Expansion pitch before value is proven
Customer feels sold to, not helped
Require documented ROI and champion buy-in before any expansion ask
Reactive health monitoring
Problem is already entrenched before you act
Automate weekly health score and review red accounts in team standup
Generic account plans
Plan is a formality, not a strategy
Tie every action in the plan to a specific customer goal; update quarterly
Gotchas
Champion departure kills the renewal - A champion who changes roles or leaves takes their internal advocacy with them. If you haven't built multi-threaded relationships before that happens, you're starting from zero 60 days before renewal. Update the stakeholder map every quarter and treat any "single contact" account as high churn risk.
Expansion before proven ROI backfires - Pitching an upsell to a customer who hasn't seen clear value from the current contract reads as a vendor play, not a strategic partnership. It erodes trust and can accelerate churn. Require documented ROI and champion buy-in as prerequisites before any expansion conversation.
QBR without the economic buyer is a lost quarter - A QBR attended only by day-to-day users cannot advance the renewal or expansion conversation. The economic buyer controls the budget. If they decline to attend, reschedule rather than proceed; a QBR without them produces no commercial outcomes.
At-risk response speed matters more than quality - Waiting a week to craft a perfect save plan while a customer is actively evaluating competitors is worse than a fast, imperfect response in 24 hours. Triage immediately, engage at the executive level within 48 hours, and treat the first response as a listening mission, not a sales defense.
Generic account plans are ignored - An account plan that references the customer's industry but not their specific strategic goals is a vendor template, not a strategy. Customers can tell when they're reading a copy-paste document. Tie every action in the plan to a named goal from the customer's last QBR or annual report.
References
For detailed content on specific sub-tasks, read the relevant file from
references/:
references/qbr-template.md - Full QBR deck structure, slide-by-slide guide,
preparation checklist, and facilitation tips. Load when preparing or running
a Quarterly Business Review.
Only load a references file if the current task requires deep detail on that topic.
Companion check
On first activation of this skill in a conversation: check which companion skills are installed by running ls ~/.claude/skills/ ~/.agent/skills/ ~/.agents/skills/ .claude/skills/ .agent/skills/ .agents/skills/ 2>/dev/null. Compare the results against the recommended_skills field in this file's frontmatter. For any that are missing, mention them once and offer to install:
