# Account plan keeper

Keeps a living plan for an account — priorities, pain, people, current tools, risks and the next move — rebuilt from its research, signals, conversations, deals and contacts. Every item cites its source and date; your edits are kept; you get the next move.

Category: Research. For: Sales, Founders, Customer success.

## What it's for

Always know where an account stands and what to do next, with the evidence for each point.

Suited to:

- Account executives with named accounts
- Customer success managers planning renewals

## What you get

- The account's plan, refreshed: each item with its sources and date, and a change log
- A message to you with the next move and what changed

## When it runs

- When you run it
- When a signal fires on an account

## What it uses

- Your Closefinch records

When you run it yourself, you choose (an event fills these in):

- Account
- Who gets the next move (a teammate; default: whoever started it) (optional)

## Its steps

1. Plan
2. Tell

## Approvals

Writes only the plan inside the platform and a message to you. Turning the next move into a task or an email is your call, from the account page (emails wait for your approval).

## Checked before release

The template's eval suite must pass these:

- Keeps only sourced items and a person's edits
- Refreshes when a signal fires

## Questions

**Can it make things up?**

Each item must quote one of its inputs (a CRM record, a conversation, a research fact or a signal) word for word; items that don't are dropped.

**Will it overwrite my changes?**

No. Anything you edit or add is pinned, and anything you remove stays out.

Use this template: https://app.closefinch.com/app/agents/templates/account-plan-keeper (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).