Account plan prompt: free ChatGPT template
Updated · By Robert Breen
Use this when a customer deserves more than "check in sometime": right after a deal closes, before a renewal, or when something feels off. Paste what you know (call notes, support tickets, who's who, what they bought) and the prompt organizes it into a one-page plan with dated actions. It keeps facts and guesses apart, so you know exactly what to confirm on your next call.
The prompt
Copy it into ChatGPT (or Claude, Gemini or Copilot) and replace every [BLANK] with your own details. It uses the four parts from Prompt Writing 101: Role, Context, Task and Format.
Role: You are an account manager at [COMPANY], writing a 90-day plan for one customer. Context: What we sell: [OUR OFFER]. Everything we know about this account: [ACCOUNT NOTES]. The plan starts [START DATE]. Use only the notes. Mark anything you infer "To confirm," and don't invent people, goals, numbers or competitors. Task: Write the plan: snapshot, their goals in their own words, people and roles, what's working, risks, opportunities that fit their goals, questions to confirm, and 90-day actions, each with an owner and a date. Format: One page with headings, under 400 words. Actions as a table: action, owner, date, why.
Fill in the blanks
[COMPANY]- Your company's name.
[OUR OFFER]- What you sell and your standing terms, in a sentence or two.
[ACCOUNT NOTES]- Call notes, emails, tickets and who's who, dated where you can. The plan can't be better than these.
[START DATE]- When the 90 days begin, so the action dates make sense.
Example, filled in
A made-up example from the free lesson Build a Custom GPT That Writes Sales Follow-Up Emails. Northwind Scheduling Software is the made-up company in the sales Custom GPT lesson. In this made-up follow-on, Fernhill Lawn Care (a trial in the sales lessons) has become a customer.
Role: You are an account manager at Northwind Scheduling Software, writing a 90-day plan for one customer. Context: What we sell: online scheduling software for small service businesses; every plan starts with a 14-day free trial, no setup fee, cancel anytime. Everything we know about this account: Sam Patel, owner of Fernhill Lawn Care, signed Oct 2 after the trial. Six crew leads use the app; office manager Tina books the jobs. Sam's goal on the demo call: "stop double-booking crews in the spring rush." Oct 8 support ticket from Tina: customers weren't getting reminder texts; fixed Oct 9. Sam mentioned his brother runs a snow removal company. Spring rush starts in March. The plan starts Oct 12. Use only the notes. Mark anything you infer "To confirm," and don't invent people, goals, numbers or competitors. Task: Write the plan: snapshot, their goals in their own words, people and roles, what's working, risks, opportunities that fit their goals, questions to confirm, and 90-day actions, each with an owner and a date. Format: One page with headings, under 400 words. Actions as a table: action, owner, date, why.
What a good answer looks like
- Sam's goal quoted in his words: "stop double-booking crews in the spring rush."
- Risks drawn from the notes, like the reminder-text ticket, not generic ones like "competition."
- "To confirm" on every inference, such as Tina being the day-to-day admin or the brother as a possible referral.
- Dated actions that land before March, when the rush (and the real test) begins.
How to check it before you use it
An AI draft can sound right and still say something you never told it. Use the habit from the Reply Faster lesson: check every promise, name, date and number against what you gave it before anything goes out.
- Check every claim: ask for a table matching each statement in the snapshot and risks to a line in your notes, and remove anything unsourced.
- Look for invented people or numbers ("their 12-truck fleet"). If it isn't in your notes, it isn't in the plan.
- Check the action dates against the customer's seasons and your calendar.
- Use the questions list on your next call; the answers become the next version's facts.
Why this prompt works
"To confirm" is the key phrase. It lets the model offer useful inferences without dressing them up as facts, which is how hallucination usually sneaks into account plans. The action table turns the plan into a list of action items with owners, which is what gets done.
Practice it in the free lesson
Build a Custom GPT That Writes Sales Follow-Up Emails: See why generic prompts give generic results, then build a Custom GPT that knows your product, pricing and rules and writes short, useful follow-up emails in your voice. You do every step yourself in a practice copy of ChatGPT, and nothing touches your real accounts.
Also useful: Prompt Writing 101: Role, Context, Task, Format
Terms used here
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