Account plan builder
What it does
Drafts an account plan from the CRM notes, emails, meeting notes and contracts the user provides: situation, stakeholder map, opportunities as recorded, risks, open commitments and proposed next actions, every line traced to a source and gaps marked UNKNOWN. Returns a DRAFT Markdown document in the chat. Use when the user asks to "build an account plan", "refresh the key account plan", "what do we know about this account", "account review for <customer>" or "what should happen next on this account". Do not use for preparing a first call with a prospect, use discovery-call-prep instead; for scoring inbound leads against a rubric use lead-qualification-scorer. Drafts for human review; never approves, authorises or signs off.
How to install it
In the web interface, open Context, then Skills, then Import, and choose Upload skill folder.
On the command line, copy the folder into .agents/skills/ in your project, or into ~/.vibe/skills/ to have it everywhere.
This skill ships 1 reference file. Take the whole folder, not just the SKILL.md. The skill reads those files while it runs, and without them it fails in a way that is hard to spot.
More in Sales & BD
Read the full skill in the source repository, part of awesome-mistral-vibe-skills, CC BY-SA 4.0. Not affiliated with, or endorsed by, Mistral AI.