AI Prompt Library for Account Planning

AI assistance (via the MaxAI Revenue Execution agent or Altify's MCP Servers) helps sellers and sales managers effectively plan their accounts by turning Altify and Salesforce data into AI-powered actionable strategy and guidance. You can also populate Altify with suggested actions, missing key players and other information that is uncovered by your AI assistant, and easily access the latest Altify Account Plan and Salesforce data without leaving your current screen.

This library includes prompt suggestions for the following scenarios:

Strategic account planning prompts
Account planning read/write prompts

Strategic account planning prompts

AI strategic guidance is available across the following broad themes.

Checking the health of your account portfolio - summarize your account portfolio and identify where your attention is most required. Evaluate up to 100 accounts at once, with Red/Amber/Green status, completeness scoring, and prioritized next actions for each. The agent auto-discovers your owned accounts, so no manual list-building is required
A deep assessment of an account plan, examining the relationship map, insight map, account-detail completeness, and objective linkage. The assessment highlights gaps, weak stakeholder coverage, and unlinked objectives so sellers know exactly where the plan needs work before a high-stakes meeting. You can also assess opportunity risk across the plan, analysing every open opportunity in a single pass, classifying each deal Red, Amber, or Green with recommended actions. Sellers and sales managers get a prioritized view of risk across the full account pipeline without reviewing each opportunity individually.
Generate solution recommendations based on the account's insights and keep the account insight map in sync with the relationship map by spotting where contacts should be linked with particular insights. Each recommendation comes with a coverage gap analysis, so you can see exactly which pressures and initiatives remain unaddressed.
Generate key information in advance of an account plan review or Test & Improve, such as gaps, risks, recommendations and useful questions. You can also perform a quick check of what was discussed at a previous session.
Gather account contact intelligence in a advance of a call or meeting. The agent returns up to five prioritized stakeholders with role, sentiment, engagement, and a specific next step for each, alongside top objectives and any conflicting signals on the account.

Use Case	Suggested Prompts
Account portfolio health	Which of my accounts need the most attention right now? Give me a health summary of all my accounts. Which accounts have incomplete relationship maps? Where should I focus my account planning effort this week?
Account plan assessment	What does my relationship map tell you about our coverage on this account? Analyze the opportunities on this account plan and tell me where I should focus. What should I do to bring this account plan up to a green score?
Solution recommendations for account insight map	What solution recommendations do you have based on this account’s insight map? Map your recommendations to the pressures and initiatives we’ve captured for this customer. Which of our solutions best address this account’s stated goals and pressures? Note:This prompt will only work if details are provided with your insight map solutions.
Account plan review	Where are the gaps and vulnerabilities in this account plan? Help me prepare for the Test & Improve for [Account Name] next week. What questions should I ask in our account review session? Review the actions for this account and tell me what’s at risk. What did we discuss in the [Account Name] T&I session?
Account Contact Intelligence	Brief me on the key contacts for [Account Name] before my meeting this afternoon. Create a contact intelligence summary for [Account Name]. Show key people, who supports or blocks the deal, and what I should do next before my meeting.

Account planning read/write prompts

Module	Suggested prompts
Relationship map	Add [Contact Name] as a contact on the [Account Name] account relationship map and mark them as a member of the Political Structure. Add line of conflict between [Contact Name 1] and [Contact Name 2]. Who are the key players on the [Account Name] account and who influences them?
Insight map	Create a Goal insight for [Account Name]: 'Reduce infrastructure costs by 30%' (Note that all insights created via an AI agent are automatically added to a section entitled 'MaxAI'). Add [contact name] as the owner of the Goal insight 'Reduce infrastructure costs by 30%'* Set [contact name] as the contact who told me about the Obstacle insight 'Difficult for account team to collaborate'* *(If this contact is not on your relationship map, your AI agent will suggest adding them for you)
Actions & Objectives	What account actions are overdue for [Account Name]? Create an account action for [account team member] to schedule a product roadmap presentation for [Contact Name] and link it to the ‘Expand Platform Adoption’ objective.

Module

Suggested prompts

Relationship map

Add [Contact Name] as a contact on the [Account Name] account relationship map and mark them as a member of the Political Structure.
Add line of conflict between [Contact Name 1] and [Contact Name 2].
Who are the key players on the [Account Name] account and who influences them?

Insight map

Create a Goal insight for [Account Name]: 'Reduce infrastructure costs by 30%'

(Note that all insights created via an AI agent are automatically added to a section entitled 'MaxAI').
Add [contact name] as the owner of the Goal insight 'Reduce infrastructure costs by 30%'*
Set [contact name] as the contact who told me about the Obstacle insight 'Difficult for account team to collaborate'*

*(If this contact is not on your relationship map, your AI agent will suggest adding them for you)

Actions & Objectives

What account actions are overdue for [Account Name]?

Create an account action for [account team member] to schedule a product roadmap presentation for [Contact Name] and link it to the ‘Expand Platform Adoption’ objective.