AI will most certainly replace 99% of the work it takes to create enterprise grade account plans.
I can't believe how much time reps spend creating account plans.
For one of my enterprise clients—AEs spend 1-2+ hours creating an account plan before they even begin reaching out. It's crazy and wildly inefficient.
Here's the problem:
❌ You waste hours on accounts only to find they're a bad fit, the timing isn't great, etc
❌ Command + F searches for keywords don't find patterns, they find words (good luck!)
❌ Because account plans take so much work, the hardest part is getting started
Here's where AI comes in...
Let's say you sell a cybersecurity solution.
Here's how to make account planning a ton easier.
✅ Use a tool like Seeking Alpha to find the most recent quarterly earning report
✅ The report is great, but the gold is in the transcript of the call
✅ Copy/paste that into a Google Doc
✅ Use Google Gemini and drop in the prompt below
I sell a cybersecurity solution that helps security teams detect security anomalies in their information technology and operational technology, protect those assets, and remediate findings to fix them.
This document is a transcript of their most recent quarterly earnings call.
I'm looking for any mentions or risks related to:
- Cybersecurity threats
- Cybersecurity initiatives
- Hesitance from executives on their confidence or abilities to detect or remediate these instances
Provide details related to:
- Specific individuals or departments in charge of these initiatives
- Internal language they use related to project names, initiatives, goals, OKRs, etc
Help me answer these questions both from this document and Google research:
- Top 5 business objectives from their most recent quarterly earnings report
- Top 5 business challenges
- Important industry news to know about related to the account
- Top 5 competitors
- Important news related to the company in the last 12 months
Can you help me?
~~~
Voila! You just did an hour's worth of work in a few min.