II.
Workflow overview
Reference · liveworkflow:account-plan-review
Account Plan Review overview
Reviews strategic account plans — evaluating account health scores, validating stakeholder relationship maps, assessing expansion opportunity pipelines, reviewing executive sponsor engagement cadence, analyzing product adoption depth against account potential, and identifying cross-sell motions based on usage patterns. Produces updated account scorecards and strategic action plans. Excludes day-to-day account management and support ticket resolution.
Attributes
displayName
Account Plan Review
workflowKind
governance
triggerType
scheduled
typicalCadence
quarterly
complexity
cross-team
description
Reviews strategic account plans — evaluating account health scores,
validating stakeholder relationship maps, assessing expansion
opportunity pipelines, reviewing executive sponsor engagement cadence,
analyzing product adoption depth against account potential, and
identifying cross-sell motions based on usage patterns. Produces
updated account scorecards and strategic action plans. Excludes
day-to-day account management and support ticket resolution.
Outgoing edges
applies_to_domain2
- domain:customer-relations·DomainCustomer Relations
- domain:sales·DomainSales
involves_role3
- role:planner·RolePlanner
- role:engineering-manager·RoleEngineering Manager
- role:data-scientist·RoleData Scientist
performed_by_org_unit2
- org-unit:sales-team·OrgUnitSales Team
- org-unit:customer-success·OrgUnitCustomer Success
triggers_responsibility2
- responsibility:capacity-planning·ResponsibilityCapacity Planning
- responsibility:review-architecture-changes·ResponsibilityReview architecture changes
Incoming edges
None.