An account plan where every line says how it is known.
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ProviderModelModel keyPromptsSaving in this browser
Every account is kept in this browser. Press Save to a file at the bottom to carry one to another laptop, and Open a saved file to pick it up there.
What are you working on?
Both start the same way, and you can move from the first to the second once the interviews exist.
Nothing runs on its own. Every step waits for you to press its button.
A company we have not sold toOne run, under five minutes. It reads the register and the public web, says which of our services
fits and why, and ends with the questions to take to the first meeting.
An account we already haveThe same brief, and then the interviews on top of it. Ends with the account plan and the executive
summary. About twenty minutes.
Nothing has been run yet. Open the worked example to see what the tool produces. It needs no model key and costs nothing.
What you give it
What we found, without asking them we fetch these?
The Finnish business register, PRH open data. It answers with the registered name, the business ID, the company form, the main line of business and the registered address.
Pages we ask the model to read we fetch these
These are read only when web search is switched on in Settings, Model and research. Otherwise they are a reading list for a person.
Anything else you already hold optional?
This step runs before anybody is interviewed. It needs the company name at the top and nothing else. The more material it is given, the more of it comes back marked W.
What we have already sold and delivered you paste this in?
What do the letters mean?
W
Written down. It is in what we fetched, in what you pasted, or in a page the model read, and it names the source. Counts as Known.
M
Recalled by the model and not checked. It may be out of date or wrong. Ask about it in the interview. Counts as Assumed.
U
Open. Nobody knows yet, and the line becomes a question.
Steps 2 to 4 use S for stated and I for inferred, and step 5 uses K, T, A and U. Every mark says how the line is known.
What it returned
The prompt this step sends
Only needed when this laptop cannot reach the model provider.
That is all of new business.The brief above is the pitch, and What to pitch on the Analysis screen ranks the services
and lists the questions. If somebody has since interviewed them, put those on top of this brief
and the tool builds the account plan. Nothing you have typed is cleared either way.
What you give it
Interview material you paste this in?
Paste whatever you have. A transcript headed with names, titles and dates lets the answer say how many people said a thing. The filled-in interview guide, numbered questions with the answers written up, works just as well and returns no counts. Nothing here has to be reformatted first.
What it returned
The prompt this step sends
Only needed when this laptop cannot reach the model provider.
What you give it
What step 3 reads carried in from step 2
What it returned
The prompt this step sends
Only needed when this laptop cannot reach the model provider.
What you give it
What step 4 reads carried in from step 3
This step also reads the interview summary from step 2, for who decides and for what they already buy. The panel below shows exactly what is sent.
What we have already sold and delivered you paste this in
What it returned
The prompt this step sends
Only needed when this laptop cannot reach the model provider.
What you give it
Name
Exact title
Our relationship
What step 5 reads carried in from step 2
Public material and CRM notes you paste this in
What it returned
The prompt this step sends
Only needed when this laptop cannot reach the model provider.
What you give it
Nothing to paste. The board reads the table step 4 scored, the buying team step 5 built, and the offering library. Three officers open, then answer each other, then the table is rebuilt. It asks the model seven times, so it takes a few minutes.
What it returned
The three prompts this step sends
Only needed when this laptop cannot reach the model provider.
What you give it
When this company decides things, and which of those rooms
we have to be in. It reads the brief for what was found, the offering step for the moves we want to
make, and the board for what survived. Every line says whether its date was found or worked out.
A slot nobody can fill stays empty and becomes a question.
What step 7 reads carried in from steps 1, 2, 4, 5 and 6
Anything you already know about their calendar you paste this in
What it returned
The prompt this step sends
Only needed when this laptop cannot reach the model provider.
Measures
This page sends nothing and costs nothing. Every figure on it is worked out from the steps.
The results come from the objectives in step 4. The activities come from the meetings and dates in step 7.
?
What the room corrected
The room corrects the draft on paper. Load the workbooks here and each step reads the
corrections, above what the tool inferred and below what the customer said. What a workbook carries is
shown before anything uses it.
?
Nothing loaded.
Public news
A filing, a job posting, a release or a report. Paste one in with where it came from and when,
and the tool says which lines of the plan it bears on. It is the fourth source, and the only one that can
raise a line to Known on its own, because it names where and when.
If an item changes nothing in the plan, the tool says so.
?
Nothing pasted.
Kept on this laptop, and written into the log beside every accept and drop.
Nothing run yet.
Every account is kept in this browser. Press Save to a file to keep the inputs and the results
in one file, and Open a saved file to pick up where you left off. The model key and the prompts are never
written into that file. Saving in the browser is set in Settings, Sessions and export.
If this laptop cannot reach the model provider, open The prompt this step sends to run a step by hand.
The analysis
Nothing run yet.
Across the accounts
Open two or more saved files to compare the accounts.
Nothing loaded.
Improving the steps
What the rooms did to the results, read across customers. Nothing here runs on
the day. Open the saved files afterwards, and change a step only where the same weakness turned up with more than
one customer.
Settings
Everything the tool reads. A change takes effect on the next run. The settings
version is printed on every exported deck, so a deck from last week still says which settings produced it.