Account Planner

v1.1.0SkillLocalFree

Account Planner: Generate a strategic account plan: whitespace, relationships, risks, actions. Takes your file or text,…

Generate a strategic account plan: whitespace, relationships, risks, actions. (Action Co-pilot: generates next-best-actions (actions.json), follow-up tasks and calendar reminders on top of the analysis — what to act on today.)

Last updated 2026-10-07

By ★ 0980 downloads0 runs
3 Nex

Tags

filegeneratetabularpdf-docx-pptxsales

How to Use

1
Install the MCP Nexus local app and enter your API key
2
Install this skill from the app's skill manager
3
Describe your task in natural language in the app chat; the skill runs on your own machine

Want to run it now? Execute locally in Nexus Runner — your data stays on your machine.

Run it in Nexus Runner

Related Skills

Sales Scribe

Sales generate copilot across 12 objects (mode x top_n; LLM-orchestrated structured result). (Action Co-pilot: generates next-best-actions (actions.json), follow-up tasks and calendar reminders on top of the analysis — what to act on today.)

1 Nex

Battlecard Forge

Generate a sales battlecard: our edge, competitor gaps, objection handling. (Action Co-pilot: generates next-best-actions (actions.json), follow-up tasks and calendar reminders on top of the analysis — what to act on today.)

1 Nex

RFM Segmenter

Deterministic RFM customer segmentation. (Action Co-pilot: generates next-best-actions (actions.json), follow-up tasks and calendar reminders on top of the analysis — what to act on today.)

5 Nex

SOP Architect

Generates standardized work instructions (SOPs) from process parameters, equipment specs, and quality requirements for manufacturing operations.

10 Nex

Cross-sell Recommender

Deterministic cross-sell via product co-occurrence. (Action Co-pilot: generates next-best-actions (actions.json), follow-up tasks and calendar reminders on top of the analysis — what to act on today.)

3 Nex

Outreach Maestro

Build personalized multi-step cold email sequences with timing, subject lines, and CTAs from product info and optional contact lists

5 Nex