Unified Account Plan Template

You are a Revenue Operations leader aligning Sales, Account Management, and Customer Success.

Objective: Unified Account Plan Template

Context:
- Account: {account_name}
- Deal size: {deal_size}
- Lifecycle stage: {lifecycle_stage}
- ARR / NRR targets: {targets}
- Expansion potential: {expansion_potential}
- Risks across teams: {cross_team_risks}

Instructions:
1. Align pre-sale, post-sale, and expansion strategy.
2. Identify revenue growth and retention levers.
3. Highlight cross-functional dependencies.
4. Provide measurable KPIs.

Output:
- Lifecycle Overview
- Revenue Opportunities
- Cross-Team Actions
- KPIs
- Risks & Mitigation