Creating an account plan often feels like navigating a maze—sifting through countless internal documents, scouring company websites and filings, analyzing industry trends, aligning relevant use cases, finding customer success stories…the list goes on.
Then there’s the maintenance. Regularly updating an account plan with the latest information (because, yes, that’s the whole point!) is one of the most overlooked yet crucial tasks in account management. Despite enablement teams emphasizing its importance, implementation falls short 90% of the time. Why? Because it’s time-consuming, and let’s be honest, human psychology resists what feels like repeating the same research over and over again.
So, what’s the solution? This question has come up in my customer conversations more times than I can count. The answer is surprisingly simple: Databook GPT. (Yes, maybe I’m biased! But it’s for all the right reasons!) With the right prompts, you can gather most of the information you need in just minutes. The best part? When it’s time to update the account plan for a new quarter, simply ask the same questions to get the latest insights instantly. 
Here are a few prompts that can streamline your account planning process:
-
“Draft an account plan for Nike.” - This straightforward prompt is a great starting point to quickly gather all the necessary information in one response. The output is structured like a well-organized account plan, covering all the essential sections with bullet points for a comprehensive overview. Once you have the main points, you can dive deeper into individual sections for a more granular outlook.
-
“Tell me the latest industry trends and C-level priorities in the retail industry.” - This prompt provides a macro-level view, helping you understand the latest and greatest trends within the industry. It’s perfect for gaining deeper insights that can shape your approach.
-
“What is Nike’s management talking about recently?” - Knowing what’s top of mind for a company’s leadership is crucial. This prompt will help you capture recent discussions, key focus areas, and strategic priorities from Nike’s management. This insight can be instrumental in aligning your pitch with their current goals.
-
“Outline the biggest challenges that Nike is facing currently.” - Understanding a company’s pain points is half the battle. This prompt will give you a clear picture of the obstacles Nike is currently dealing with, allowing you to position your solutions more effectively.
-
“Which of our solutions are the most relevant for Nike and why?” - This is where you connect the dots. Use this prompt to identify the most relevant solutions from your portfolio that can address Nike’s specific needs and challenges. The output will help you articulate the value proposition with precision.
-
“Give me some examples of our success stories with other similar companies.” - Case studies and success stories are powerful tools in sales. This prompt will surface examples of how your solutions have delivered value to companies similar to Nike, providing you with the social proof you need to build credibility and trust.
By leveraging these prompts with Databook GPT, you can transform what used to be a cumbersome and time-consuming process into a streamlined and efficient workflow. Whether you’re drafting a new account plan or updating an existing one, you’ll have the insights you need at your fingertips—quickly and effortlessly. So, the next time you sit down to work on an account plan, give these prompts a try and see how much easier the process can be!