Overview
What is Account Planning?
Account Planning in Evergrowth is a feature designed for salespeople working with strategic accounts. It provides a quick, comprehensive overview of a target company, including business goals, challenges, contextualized buying signals, and tailored insights.
The account plan is generated using automated research agents and customizable templates, helping you understand how your value proposition aligns with the prospect’s needs and what specific outcomes you can deliver.
The Account Plan includes:
Account overview (brief summary, key facts like employee count, products).
Business goals and challenges (based on research).
Signals (relevant company events and how to use them in outreach).
Point of view (your perspective on their challenges, cost of inaction, and why now).
Why use your solution (proven results, alignment, relevant solutions, expected outcomes).
When should I use it?
When preparing for meetings with strategic or high-value accounts.
To quickly understand a prospect’s business context, goals, and challenges.
Before You Start
If you want new signals or research data to appear in account plans, confirm that the relevant research agents are active and referenced in the template. Only admins can edit or customize account planning templates.
Account plans can be generated manually or as part of an automated workflow (if enabled by an admin).
Account plan example
Step-by-Step Guides
Access and Use Account Plans for a Strategic Account
Follow these steps to view an account plan for any company you are targeting.
Go to the specific account page in Evergrowth and open “Account plannings” tab.
Check if the account already has an account plan.
If yes, review the plan for insights on business goals, challenges, signals, and recommended actions.
If no, proceed to generate an account plan.
To generate a new account plan, use the Account Plan Generator Agent available on the account page.
Filter Accounts that have Account Plans
Quickly filter accounts that have account plans.
Go to the account list in Evergrowth.
Use the filter option to display accounts based on whether they have an account plan.
If you want, you can generate account plans from the Account list. Filter by “Has account plannings = No” and select the accounts for which you need Account plans. Then click “Generate account planning”.
(For Admins) Generating Account Plans as Part of a Workflow
Add “Account planning agent” to the workflow that your sales team uses.
More on workflows: [TBC - link to workflows]
FAQ
What is the purpose of Account Planning in Evergrowth?
Account Planning gives salespeople a structured, research-backed overview of a target company, including business goals, challenges, and contextual signals.
How do I generate an account plan for a company?
Go to the account’s page in Evergrowth and use the Account Plan Generator Agent. If the account does not have a plan, this will create one based on the latest research and template.
Can I customize the account planning template?
Only admins can customize the account planning template. They can do this by going to Playbook > Account Planning, where they can edit the template and add or modify instructions for the AI.
How do I make sure new research agents or signals appear in account plans?
Admins need to update the account plan template to reference any new research agents. Copy the instruction for an existing signal, paste it, and change the name to match the new research agent.
Can I see which accounts have account plans?
Yes. In the account list, you can filter accounts to see which have account plans and which do not.
Additional Notes & Tips
Account plans are especially valuable for strategic accounts where deep understanding and tailored engagement are critical.
If you want to include new types of signals or research data in account plans, coordinate with your admin to update the template.
Account plans can be generated both manually (on the account page) and automatically (as part of a workflow, if enabled).
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