AI Prompt Library for Account Planning

AI assistance 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 topic includes prompt suggestions for the following scenarios:

• Checking the health of your account portfolio

• Assessment of an account plan, identifying gaps and weaknesses and making recommendations in terms of the plan itself (account details, relationship map, etc.) and the wider opportunity pipeline associated with the account in question.

• Generate 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.

• Generate key information in advance of an account review such as gaps, risks, recommendations and useful questions.

Use Case	Suggested Prompts
Account 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 assessment	Assess my account plan for Acme Corp — where are the risks and gaps? What does my relationship map tell you about our coverage on this account? Analyze all the opportunities linked to this account and tell me where I should focus. What should I do to bring this account plan up to a green score?
Account insights	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 review	Where are the gaps and vulnerabilities in this account plan? Help me prepare for the Test & Improve for Acme Corp 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.
Account Contact Intelligence	Brief me on the key contacts for Acme Corp before my meeting this afternoon. Who are the most influential stakeholders on this account, and what's our current relationship with them? Show me the relationship map for this account. Add Harry White as a contact on the Ancaster Engineering account relationship map and mark him as a member of the Political Structure. Update the influence relationship between James and the Procurement team.