Key Account Plan

A key account is not a large customer — it is a customer whose exit you would not survive, and that is a position to underwrite, not a relationship to enjoy.

What it is

The customers whose departure you would not survive, planned as positions rather than friendships. Maps the account as it decides rather than as it publishes, states value in the metrics their people are measured on, prices the alternatives from their side, and turns it into named opportunities, dated warning signals and a review that changes something. For account directors, agency principals and founders whose largest customers are their largest risks.

What you receive

a written plan for the customers you cannot afford to lose — the decision map with its single points of failure, the position read against the alternatives they hold, a growth thesis of named opportunities with owners and dates, a risk register with dated early-warning signals, and the rhythm and succession protocol that keep the plan operational rather than annual and fictional

Delivered as a single, complete .md skill file — open it, paste it into any capable chat model, and work. No installation, no account with anyone but us.

Supported models

• Claude (Opus/Sonnet)
• ChatGPT (GPT-4o/5)
• Gemini
• any capable chat model

People reach for it when

• “key account plan template for our biggest customers”
• “how to stop losing a major client when my contact leaves”
• “one customer is 30 percent of our revenue what do I do”
• “what goes in a quarterly business review for a big client”
• “how to map who actually decides inside a large account”

Record

In the collection. The sale room is being fitted; this work goes on sale when it opens.

License

Free-shelf works ship under the DolceDrago House License — use the outputs freely, personal or commercial; the work file itself stays with the house.