Account Plan Generator — illustrative example

INPUT
Account notes: purchasing receives supplier files; catalog team updates the store. The handoff loses explanations of changed prices. No approver or trial date is known.

RESULT
Account goal: make supplier-price changes reviewable during the handoff.
Purchasing role: provide source files and explain changes.
Catalog role: compare and approve store updates through its normal process.
Opportunity hypothesis: a shared comparison with source references may reduce missing context.
Open stakeholder: identify who can approve a limited trial.
Next action: ask both teams to review one anonymized update and define trial success; no date is yet agreed.

REVIEW
Account plans should connect stakeholder needs with verified opportunities. Distinguish contacts you know from people or roles that still need identifying.

This is a teaching example, not a live execution record.