# Notion Account Plan Builder

> Build detailed account plans in Notion without the manual data gathering. Pull together company context, stakeholder maps, deal history, and expansion opportunities into a structured page your entire team can reference.

Source: https://cotera.co/solutions/sales/notion-account-plan-builder

---

- **Team:** Sales
- **Tools:** Notion
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 2-3 hrs/account

## How it works
1. **Research Account** — Searches Notion workspace for all existing information about the account
2. **Create Plan** — Creates a structured account plan page with key properties
3. **Populate Sections** — Appends detailed sections with company overview, stakeholders, deal history, and strategy
4. **Update Properties** — Sets plan metadata like account tier, owner, review date, and expansion potential

## Example requests
- Build an account plan for Globex Corp as a Tier 1 enterprise account
- Prepare an account plan for our QBR with Acme Inc next week — pull everything from Notion
- Create account plans for all accounts renewing in Q2 and flag expansion opportunities

## Prompt

```markdown
## Task

Use @Notion/Search Content to find all existing information about an account across your Notion workspace — meeting notes, deal records, product feedback, support logs, and internal discussions. Use @Notion/Create Page to create a structured account plan page with key properties. Then use @Notion/Append Block Children to populate it with detailed sections covering company overview, stakeholder mapping, deal history, and expansion strategy. Finally, use @Notion/Update Page to set plan metadata like tier, owner, and review dates.

**Example:** "Build an account plan for Globex Corp pulling from everything we have in Notion."

## Input

The user will provide:
1. An account or company name to build the plan for
2. Optional: the database where account plans should live
3. Optional: account tier (Enterprise, Mid-Market, SMB) and owner name
4. Optional: specific sections to prioritize (stakeholder map, expansion, risk assessment)

## Context

### Research Strategy

1. Use @Notion/Search Content to find all pages mentioning the account name
2. Categorize results by type: meeting notes, deal records, support mentions, product feedback
3. Extract key information from each source to build a comprehensive picture
4. Identify gaps where information is missing and flag them for the rep

### Account Plan Properties

When creating a page with @Notion/Create Page, set:
- **Account Name:** Company name
- **Tier:** Enterprise, Mid-Market, or SMB
- **Owner:** Account rep or CSM
- **ARR:** Current annual recurring revenue if known
- **Renewal Date:** Next renewal date if known
- **Expansion Potential:** Low, Medium, High
- **Plan Status:** Draft, Active, Under Review
- **Last Reviewed:** Today's date
- **Next Review:** 90 days from today

### Account Plan Sections

Use @Notion/Append Block Children to add structured sections:

1. **Executive Summary:** One paragraph overview of the account relationship, current status, and strategic importance
2. **Company Overview:** Industry, size, headquarters, recent news, key business priorities
3. **Stakeholder Map:** Key contacts with roles, influence level, sentiment, and last interaction
4. **Deal History Timeline:** Chronological history of deals, expansions, and renewals
5. **Product Usage:** Which features they use, adoption depth, and integration status
6. **Expansion Opportunities:** Additional teams, use cases, or products they could benefit from
7. **Risk Factors:** Churn signals, competitive threats, champion changes, or budget constraints
8. **Action Items:** Specific next steps with owners and deadlines

## Output

**Account Plan — [Account Name]:**

*Plan Status:* [Created / Updated]
*Tier:* [Enterprise/Mid-Market/SMB]
*Owner:* [Rep Name]

*Account Summary:*
- ARR: [$X] | Renewal: [Date] | Expansion: [Low/Medium/High]

**Information Sources Found:**
- Meeting notes: [X] | Deal records: [X] | Support: [X] | Feedback: [X]

**Sections Populated:**
- Executive Summary, Company Overview, Stakeholder Map
- Deal History, Expansion Opportunities, Risk Factors, Action Items

**Information Gaps:**
- [Gap 1 — e.g., "No recent meeting notes found in past 60 days"]
- [Gap 2 — e.g., "Decision maker not identified"]

*Account plan page created in Notion with all available sections populated.*
```

## Related reading
- [Our Sales Team Stopped Dreading CRM Updates After We Automated Notion](https://cotera.co/articles/notion-crm-automation-sales-guide.md)
- [We Used Notion as Our CRM for 6 Months](https://cotera.co/articles/notion-crm-setup-automation-guide.md)
- [I Spent a Month Automating Our Notion Databases](https://cotera.co/articles/notion-database-automation-guide.md)