MaxAI Prompt Library for Account Planning

MaxAI 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 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.

• Identify weaknesses and gaps in an account plan across the four Account Manager dimensions: Problems & Insights, People & Relationships, Positioning & Value, and Potential & Whitespace. This diagnostic tool pairs with the Account Plan Recommendations tool below, which prescribes the fix.

• Request account plan recommendations to improve an account plan. The agent returns an executive summary, priority actions grouped into immediate (1–2 weeks), short-term (about a month), and strategic (quarterly) horizons, dimension-specific recommendations, suggested improvements to existing objectives, and owner assignments for each recommended action. This is the prescriptive counterpart to Account Plan Gaps Analysis above — gaps identify what's wrong, recommendations set out what to do about it.

• Generate an account plan strategy - a whole-plan strategic review that rates the plan Red/Amber/Green across the four Account Manager dimensions (Problems & Insights, People & Relationships, Positioning & Value, and Potential & Whitespace), sets out what to prioritize first, and recommends the next tool to run for each recommendation.

• Get an account plan overview - a six-section coaching summary of a single account plan: Account Details, Relationship Map, Insight Map, Pipeline, Objectives & Actions, and Test & Improve.

• Generate suggested objectives and actions, insights and Account Details answers, grounded in the account's existing data. Objective suggestions include up to three SMART objectives balanced across Revenue, Business Development and Relationship types, each with two or three linked actions. Insight suggestions span all five insight types, with a rationale and any contacts to link. Review the suggestions before saving them to your plan.

• Identify relationship map gaps on an account - missing key roles, gaps in level of relationship (LOR) coverage, and gaps in your influence map - with a suggested action to close each one.

• Generate 12–16 improvement questions that prompt you to think through gaps in the plan's relationships, insights and objectives.

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. Give me a portfolio health check across my top 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	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 should I probe on Acme to strengthen the plan?
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 Plan Gaps Analysis	What are the gaps in the Acme account plan? Where is the Acme account plan weak? Identify vulnerabilities in the Acme account plan What's wrong with the Acme account plan and what's missing?
Account Plan Recommendations	Recommend actions to improve the Acme account plan What should I do next on the Acme account plan? How do I improve the Acme account plan? Give me recommendations for the Acme account plan
Account plan strategy	Review the full account plan for [Account Name]. Give me a balanced coaching assessment: overall health, section-by-section breakdown, what to prioritize first, and which tool to run next for each recommendation. What should my strategy be for the [Account Name] account?
Account plan overview	Give me a summary of the [Account Name] account plan. Give me the important information I need on the [Account Name] account plan.
Objectives and actions suggestions	Suggest strategic objectives and actions for the [Account Name] account. What SMART objectives should I set for the [Account Name] account plan? Generate objectives for the [Account Name] account. It's a fairly new account so there may not be much data yet.
Insight suggestions	Suggest strategic insights for the [Account Name] account. Suggest insights for [Account Name] and link them to relevant contacts. Propose insights for the [Account Name] account. Focus on relationship-building with their executive team.
Account Details suggestions	Suggest answers for the account details questions for [Account Name]. Generate account details suggestions for [Account Name].
Relationship map gaps	What relationship map gaps do we have at [Account Name], and what should we do about them? Suggest relationship map gaps for [Account Name]. Are there any relationship gaps on the [Account Name] account?
Account Plan Improvement Questions	What questions should I ask about the [Account Name] account plan? Give me coaching questions to improve the [Account Name] account plan. Give me coaching questions for [Account Name] using the [Plan Type Name] plan type.

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. Show me all the objectives on the [Account Name] account. Create an objective for [Account Name]: [Objective Name]. Change the due date of the [Objective Name] objective to 31/03/27. Save the suggested objectives to the [Account Name] account plan.
Test & Improve	What did we discuss in the [Account Name] T&I session? What came out of the last Test & Improve session for Acme? Give me all the info for the latest Test & Improve session for Acme What actions were created for this Test & Improve session? What recommendations were created for the Acme account manager plan Test & Improve session? List the Test & Improve sessions for Acme
Account Details	Update the account question '[Question]' for [Account Name] with the following information: [Answer]. Populate the blank account details questions for [Account Name], plan type [Plan Type Name]. Research public information for [Account Name] and update the account question '[Question]'. Note:With the MaxAI Revenue Execution agent, include the answer in your prompt. Altify's MCP Servers can also research and populate answers for you.
Account plan (all sections)	Provide me the full account plan for [Account Name]. Give me the insight map and Test & Improve sessions for [Account Name]. List the objectives and actions for [Account Name].
Record links	Give me the link to the [Account Name] account. Can I please have the link to the [Account Name] account so I can share it with my team? Give me the link to [Contact Name].