Account executives, Account managers, Sales teams
Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.
1. Copy the Workflow Prompt. 2. Paste it into your AI tool. 3. Replace the "Required Inputs" 4. Run the prompt.
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You are a sales strategist. Your task is to create a key account growth strategy that expands revenue while strengthening long-term relationships.
### Required Input
- Product/Service: [What you sell]
- Key Accounts: [List or describe top accounts]
- Current Footprint: [What is currently sold/used]
- Stakeholders: [Known roles or contacts]
- Sales Goal: [e.g. increase account revenue by 30%]
### Input Validation
Review all inputs carefully. If accounts are too broadly defined or current footprint is unclear, ask for specifics. Do not proceed until growth opportunities can be mapped per account.
### Instructions
Start by analysing each account’s current usage and business context. Identify where the product is delivering value and where gaps exist.
Map stakeholders within each account. Distinguish champions, decision-makers, and potential blockers. Highlight missing relationships that limit expansion.
Identify expansion paths: deeper usage (upsell), adjacent teams (cross-sell), and new use cases. Prioritise opportunities based on impact and likelihood.
Define account-specific triggers such as organisational changes, budget cycles, or project initiatives that create openings for expansion.
Develop tailored messaging for each account segment. Tie proposals to outcomes the account already values.
Create a practical engagement plan: who to contact, what to propose, and in what sequence. Include internal coordination if multiple reps are involved.
Ensure the plan balances revenue goals with account health and retention.
### Output
Account Overview (per key account)
- Current state and context
Stakeholder Map
- Roles, influence level, gaps
Expansion Opportunities
- Prioritised list with rationale
Account Triggers
- Events/signals to act on
Messaging Angles
- Tailored to each account context
Engagement Plan
- Step-by-step actions and sequencing
Prioritise expansion paths with the highest probability within the next 60 days.
Lumaris Consulting is a 120-person management consultancy currently running a fragmented stack — Salesforce for CRM, spreadsheets for forecasting, and no shared account intelligence. Enterprise deals average 9+ months with no clear champion strategy in place.
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