| name | abm |
| description | Account-based planning with stakeholder mapping, persona matching, and coordinated outreach strategy. Use when user says "plan for [company]", "account plan", "stakeholder map", "ABM strategy", or mentions targeting a specific named company. |
/octave:abm - Account Planner
Create comprehensive account plans for target accounts by combining deep research, stakeholder mapping, persona matching, and coordinated outreach — all grounded in your library's Motion ICP cells and proof points.
Usage
/octave:abm <company> [--stakeholders <N>] [--motion <name>] [--depth quick|full]
Examples
/octave:abm acme.com # Full account plan
/octave:abm acme.com --stakeholders 5 # Map top 5 stakeholders
/octave:abm acme.com --motion "Enterprise Expansion" # Scope to a specific Motion's ICP matrix
/octave:abm acme.com --depth quick # Quick assessment only
/octave:abm "Acme Corp" # Search by company name
Instructions
When the user runs /octave:abm:
Step 1: Identify Target Account
Parse input:
- Domain (e.g.,
acme.com) → Use directly
- Company name → Search for domain
- LinkedIn URL → Extract domain
If company name provided without domain:
find_company({ name: "<company_name>" })
Step 2: Deep Account Research
# Full company enrichment
enrich_company({ companyDomain: "<domain>" })
# Qualify against ICP
qualify_company({
companyDomain: "<domain>",
additionalContext: "Evaluate fit against all segments. Identify which segment, use cases, and Motion ICP cells are most relevant."
})
Step 3: Stakeholder Mapping
# Find decision makers and influencers
# Use persona titles from library to guide search
list_all_entities({ entityType: "persona" })
# Search for stakeholders matching each persona
find_person({
searchMode: "people",
companyDomain: "<domain>",
fuzzyTitles: ["<titles from persona 1>"],
limit: <stakeholders_param or 3>
})
# Repeat for other relevant personas if needed
find_person({
searchMode: "people",
companyDomain: "<domain>",
fuzzyTitles: ["<titles from persona 2>"],
limit: 3
})
For each key stakeholder found:
# Enrich top stakeholders
enrich_person({
person: {
firstName: "<first>",
lastName: "<last>",
companyDomain: "<domain>"
}
})
# Qualify against personas
qualify_person({
person: {
firstName: "<first>",
lastName: "<last>",
companyDomain: "<domain>",
jobTitle: "<title>"
},
additionalContext: "Match to our buyer personas. Identify their likely role in a buying decision (champion, evaluator, economic buyer, blocker)."
})
Step 4: Match Motion ICP Cell and Gather Intelligence
# Find the right Motion for this account (offering + motion type)
list_motions()
# See the persona × segment matrix for the matched Motion
list_motion_icps({ motionOId: "<motion_oId>" })
# Fetch the narrative for the target persona × segment cell
find_motion_icp({ motionIcpOId: "<motion_icp_oId>", includeLearnings: true })
# Find relevant proof points (industry, size match)
search_knowledge_base({
query: "<company industry> <company size> results case study",
entityTypes: ["proof_point", "reference"]
})
# Check for competitive context
search_knowledge_base({
query: "<company name> <any tech stack signals>",
entityTypes: ["competitor"]
})
# Check for any existing conversation history
list_events({
startDate: "<365 days ago>",
filters: {
companyDomains: ["<domain>"]
}
})
Step 5: Generate Account Plan
See account-plan-template.md for the full account plan output template.
Step 6: Generate Initial Outreach (if requested)
For the recommended entry point stakeholder:
generate_email({
person: {
firstName: "<first>",
lastName: "<last>",
companyDomain: "<domain>",
jobTitle: "<title>"
},
numEmails: 4,
sequenceType: "COLD_OUTBOUND",
allEmailsContext: "Account plan context: [company signals, persona match, Motion ICP narrative, proof points]",
allEmailsInstructions: "Personalized to [company] specifically. Reference [relevant signals]. Use [proof points] progressively."
})
MCP Tools Used
Research
enrich_company - Deep company intelligence
enrich_person - Stakeholder background
qualify_company - ICP fit scoring
qualify_person - Persona matching
find_person - Stakeholder discovery
find_company - Company lookup by name
Library Context
list_all_entities (persona) - Get persona definitions for stakeholder matching
list_motions - List all Motions in the workspace
list_motion_icps - List Motion ICP cells (persona × segment intersections) for a Motion
find_motion_icp - Full Motion ICP cell narrative (Target ICP overview, Operating landscape, Strategic narrative, Pains and consequences, Benefits and impacts, Methodology, References) plus Learning Loop learnings
search_knowledge_base - Proof points, references, competitive intel
list_events - Existing conversation history with account
Content Generation
generate_email - Outreach sequences
generate_content - Account-specific content
generate_call_prep - Meeting preparation
Error Handling
Company Not Found:
Couldn't find "[input]".
Try:
- Provide the company's website domain (e.g., acme.com)
- Check spelling
- Search by name: I'll look it up
No Stakeholders Found:
No contacts found at [Company] matching your personas.
Options:
- Broaden the search (search all titles, not just persona matches)
- Search for specific titles you know
- Proceed with company-level plan only
Low ICP Score:
[Company] scored [X/100] against your ICP.
This is below typical qualification thresholds.
Continue anyway? Or:
- Find similar companies with better fit
- See why the score is low and if any signals are missing
- Proceed with adjusted expectations
Related Skills
/octave:research - Deep-dive on a specific stakeholder
/octave:campaign - Generate multi-channel campaign for this account
/octave:battlecard - Competitive intel if competitor detected
/octave:pipeline - Coach on deal progression after engagement starts
/octave:prospector - Find more accounts like this one