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How to Put Your Account Plan to Work

Once your Account Plan is built, use it to identify opportunities, engage the right stakeholders, and move your account forward. Follow these steps every time you open a plan.
Get there
  1. From Home, click Accounts in the top navigation.
  2. Find the account you want to work on using your saved view or the search bar.
  3. Click Account Plan next to the account. The plan opens on the Overview page.
  4. From the left sidebar, click Plan to open the full Account Plan workspace.

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. also give me a meta decription for the acrtile

From here, work through the following steps.

Step 1: Act on the opportunities identified for you

  1. From the Plan sidebar, click Strategic Opportunities.
  2. Review each opportunity, including the challenge, supporting evidence, and the business and technical decision-makers involved.
  3. Use these insights to prepare your outreach and engage the recommended decision-maker.
  4. If no opportunities are available, click Account Agent at the top of the sidebar and ask it to research the account and generate new opportunities.

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Step 2: Find the right stakeholder and warm introduction path

  1. From the Plan sidebar, click Stakeholders.
  2. Use the department, status, or location filters to find the stakeholder you want to engage.
  3. From the Plan sidebar, click Connections.
  4. Review the Recommended connections for that stakeholder.
  5. Click Understand to review the relationship before requesting an introduction.
  6. Click Pin to save the introduction for later, or Send Mail to start the introduction process immediately.


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Step 3: Generate personalized outreach

  1. Click Account Agent at the top of the sidebar.
  2. Ask the Account Agent to draft a message for your chosen stakeholder.
  3. Review the generated message and make any edits you need.
  4. Send the message directly or use it as part of your warm introduction.

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Step 4: Complete the recommended next steps

  1. From the left sidebar, click Overview.
  2. Scroll to the Next Steps checklist.
  3. Review the recommended actions for the account.
  4. Complete each action as you work the opportunity and mark it complete when finished.

Tasks

Step 5: Build a campaign from technographic signals

  1. From the Plan sidebar, click Technographics.
  2. Review the technologies and buying signals relevant to your solution.
  3. Click Download to export the contact intelligence for the stakeholders you've identified.
  4. Click Account Agent and ask it to generate messaging based on the technology or buying signal.
  5. Use the exported insights and messaging to launch your outreach or marketing campaign.

Screenshot 2026-07-20 at 5.57.15 PM

Need Help?

If you need help identifying the best introduction paths or managing introductions across your accounts, contact: valet@vieu.com