After you've identified a priority account from the Accounts Vieu, the next step is to open its Account Plan.
Use an Account Plan to:
- Understand why an account is worth pursuing.
- Identify the right stakeholders and decision makers.
- Discover warm introduction paths into the account.
- Review company signals and strategic opportunities.
- Build a personalized account strategy before reaching out.
Before you begin, please note: All users can access the Account Plan interface. Each workspace includes a limited number of Account Plans by default. If you can't generate additional plans, contact your Customer Success Manager to enable the module.
1. Open an Account Plan
- From Home, click Accounts in the top navigation bar.
- Find the account you want to research.
- Click Account Plan (or Get Account Plan) at the far right of the account row.
The Account Plan opens in a dedicated workspace. The left sidebar lets you navigate between each section of the plan, while the main panel displays the selected content.
What's in the Account Plan
Quick reference
| Section | Description |
|---|---|
| Overview | A summary of the account, including the objective, why it matters, why now, recommended messaging, and next steps. |
| Corporate Sentiment | Investor, strategic, and demographic insights that provide business context for the account. |
| Strategic Opportunities | Identified opportunities, supporting evidence, and the stakeholders involved. |
| Stakeholders | An interactive org chart of key contacts, with filters to explore departments, locations, and buying roles. |
| Connections | Recommended and pinned warm introduction paths, along with actions to understand, pin, or request introductions. |
| Technographics | Technologies used by the account to help personalize outreach and assess product fit. |
1. Overview
The Overview is the first section you'll see when you open an Account Plan. Think of it as your executive summary, it helps you quickly understand why this account matters and what to do next.
Here you'll find:
- Why this account? – Why the account has been prioritized.
- Why now? – Recent buying signals or company activity that make this a good time to engage.
- Target & Entry Point – The recommended stakeholder and best way to start the conversation.
- Messaging Hypothesis – A suggested outreach angle based on available insights.
- Next Steps – A checklist of recommended actions to move the account forward.
Best used for: Quickly understanding the account before you begin research or outreach.
2. Plan
Vieu creates a default Account Plan for every account using the sections shown below. You can keep this structure as is, or customize it by:
The following sections are included in every Account Plan by default.
Corporate Sentiment
Summarizes investor, strategic, and demographic sentiment to give you a quick view of the account's current business context.
Best used for: Preparing for customer conversations.
Strategic Opportunities
Highlights opportunities Vieu has identified for the account, including supporting evidence and key decision makers.
Best used for: Finding the strongest reasons to engage the account.
Stakeholders
Displays an interactive view of the account's stakeholders, organized by department with filtering options.
Best used for: Identifying the right people to engage.
Connections
Shows recommended and pinned introduction paths, along with tools to understand, pin, and request introductions.
Best used for: Identifying and acting on warm introductions.
Technographics
Displays the technologies currently used by the account.
Best used for: Tailoring your messaging and qualifying the account.
Account Plans are fully customizable. You can organize them to match your team's sales process by adding both sections and widgets.
Add a section
Sections help you organize your Account Plan into logical areas.
To create a new section:
- Scroll to the bottom of the sidebar "Plan" and click Add Section.
- Enter a section name, or click Generate to have the Account Agent create one for you.
- The new section appears in both the sidebar and the main workspace, ready for you to populate with widgets.
Use custom sections to organize account research, meeting notes, competitive insights, customer priorities, or any other information your team wants to track.
Add widgets
Widgets are the individual building blocks that live inside each section. You can add widgets to any section in the Account Plan.
To add a widget:
- Click Add Widget where you want to insert content.
- Choose a Pre-configured widget.
- The widget is automatically added and populated with live account data.
Need Help?
If you need help identifying the best introduction paths or managing introductions across your accounts, contact: valet@vieu.com