Write a one-page account plan
Goals, blockers, next steps and renewal date on one page.
Customer success · Software · When you ask · Updated
Works with
Slack
HubSpot
Salesforce
Attio
Pipedrive
Granola
Fireflies
Fathom
Otter.ai
Read AI
ZoomHow do you write a one-page account plan?
To write a one-page account plan, tell Maito the account. It reads the CRM record and the latest call notes, then writes goals, blockers, actions with owners and the renewal date on one page. You get a plan in Slack with sources, ready for your next account review.
How it's done today
Account plans live in the CSM's head.
What Maito does
- Pull CRM, call notes and tickets
- Draft goals, blockers and actions
Example
@Maito write an account plan for Globex. I have their QBR next week.
Globex, $36k, renews Dec 18 Goals • Roll out to Support by Nov 30 (22 of 60 seats live) • Cut manual reporting by 10 hours a week • Get an executive sponsor in place Blockers • SSO delay, ticket open since Oct 6 • Their budget owner, Carla, was asked to cut tool spend by 15% Actions • Jo: SSO status call, Oct 22 • Alex: SSO fix date, Oct 23 • Jo: renewal conversation with Carla, Nov 5 From HubSpot and the Granola notes of the Oct 6 call. Carla's spend cut came up only at the very end of that call.
@Maito add a fourth action for the sponsor goal.
Added: • Jo: ask Carla who should sponsor the rollout on their side, before the QBR on Oct 28 Updated plan attached: globex-account-plan.pdf.
Jo (9:30 AM):
write an account plan for Globex. I have their QBR next week.
Maito (9:36 AM):
Globex, $36k, renews Dec 18
Goals
• Roll out to Support by Nov 30 (22 of 60 seats live)
• Cut manual reporting by 10 hours a week
• Get an executive sponsor in place
Blockers
• SSO delay, ticket open since Oct 6
• Their budget owner, Carla, was asked to cut tool spend by 15%
Actions
• Jo: SSO status call, Oct 22
• Alex: SSO fix date, Oct 23
• Jo: renewal conversation with Carla, Nov 5
From HubSpot and the Granola notes of the Oct 6 call. Carla's spend cut came up only at the very end of that call.
Jo (9:44 AM):
add a fourth action for the sponsor goal.
Maito (9:45 AM):
Added:
• Jo: ask Carla who should sponsor the rollout on their side, before the QBR on Oct 28
Updated plan attached: globex-account-plan.pdf.
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Connect call notes
- Granola
- Fireflies
- Fathom
- Otter.ai
- Read AI
- Zoom
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It writes from what's recorded. Goals the customer only said aloud to you and nobody noted won't appear.
Questions
From your CRM (HubSpot, Salesforce, Attio or Pipedrive) and call notes from Granola, Fireflies, Fathom, Otter.ai, Read AI or Zoom.
Yes. It reads whole call notes, so a budget cut mentioned in the last minute makes it into the plan.
Not unless you ask, and then only after your approval.
