# 32 Claude Skills for Account Executives, From Account Research to Win/Loss Review 32 Claude skills for working named accounts: who to call, why now and what to say, prepared from public sources and your own notes. - Page: https://lantern.meet-polar-bear.com/skills/account-executives-pack - Download: https://lantern.meet-polar-bear.com/skills/account-executives-pack.zip - Source: https://github.com/polar-bear-org/claude-skills/tree/main/packs/account-executives-pack - Price: free ## Install in Claude Code ``` /plugin marketplace add polar-bear-org/claude-skills /plugin install account-executives-pack@polar-bear-skills ``` ## The 32 skills you get The set follows a deal and a selling week in eight stages: knowing the account, finding the reason to call, preparing and running the meeting, writing it up, proposing, negotiating and closing, running the pipeline, and reviewing the deal. ### 1 · Know the account - **Account Research Brief** — use when: You have a meeting tomorrow and all you know is the website. Output: One page of sourced facts, unknowns, hypotheses to test, three questions. - **Stakeholder Map** — use when: More people are in the decision and you talk to one of them. Output: Roles in the decision, who holds each, what each said and when, unmet roles. - **Account Plan** — use when: Leadership wants a written plan and the last one is a year old. Output: Customer goals in their words, whitespace map, actions with owners, review dates. - **Territory Plan** — use when: You are asked for your quarter plan and have a list of accounts. Output: Accounts tiered from your numbers, objectives per tier, contact rhythm, quarter calendar. ### 2 · Find the reason to call - **Buying Signals Brief** — use when: "Just checking in" is all you have for an account you own. Output: Dated public events with links, inferences marked, the question each lets you ask. - **Weekly Call List** — use when: Your call block starts at the top of the CRM alphabet. Output: 10 to 20 contacts in your accounts, each with a sourced reason, rules to check. - **Reason to Call** — use when: You want to get back in touch without pretending familiarity. Output: Three true reasons for one person, points per reason, the one you choose. - **Call Talk Track** — use when: You do not know what to say after hello. Output: Keyword opener, one-sentence reason, two questions, the ask, a short voicemail. ### 3 · Prepare and run the meeting - **Sales Call Plan** — use when: Your meetings end with "let's touch base next month". Output: Meeting objective, the advance and a fallback, known and assumed, run of show. - **Discovery Call Questions** — use when: You pitch before you know what the problem costs. Output: Questions in SPIN order, a coverage grid, the things you must learn. - **Cost of Inaction** — use when: The customer likes you and nothing makes this urgent. Output: Consequences in the customer's figures, arithmetic shown, blanks with questions. - **FAB Statements** — use when: Your deck lists features and the customer asks "so what?". Output: Feature, advantage, benefit and real proof per stated need, gaps flagged. - **Objection Handling** — use when: "It's too expensive" makes you drop the price. Output: Objection register in the customer's words, questions, response with proof. ### 4 · Write it up - **Sales Call Notes** — use when: Your notes get written on Friday from memory. Output: Phone-readable notes, customer words, commitments, dated next step. - **CRM Update** — use when: You type the same thing twice. Output: Before and after table per field with sources, empty fields left empty. - **Meeting Recap Email** — use when: The customer forgets what was agreed. Output: Draft recap of what you understood, commitments, one next step, a check question. ### 5 · Propose - **Proposal Brief** — use when: You are about to write a proposal from one call and memory. Output: The ask in their words, who decides, sourced facts, assumptions register. - **Sales Proposal** — use when: Your proposals describe your company for three pages. Output: Summary first, message titles, honest options, investment from your price list. - **Sales Quote Check** — use when: A quote went out with an error and the customer found it. Output: Lines checked against the price book, discounts with approver, arithmetic recomputed. - **Customer Proof Story** — use when: "Have you done this for someone like us?". Output: A paragraph for one prospect, a short version, what the customer must agree to. - **Proposal Follow-Up** — use when: Your proposals die after one "just checking in". Output: Three dated follow-ups that each bring something new, a polite close. ### 6 · Negotiate and close - **Negotiation Plan** — use when: The buyer asks for a lower price and you prepared only your price. Output: Approved limit, your BATNA and theirs as a guess, interests, questions. - **Concession Plan** — use when: Every concession is given for nothing. Output: Tradables with cost and value, order, "if you, then we" wording, the floor. - **Mutual Action Plan** — use when: The customer says yes and the deal slips month after month. Output: Dated steps on both sides to signature and start, owners by role, cover note. ### 7 · Run the pipeline - **Pipeline Review** — use when: Your pipeline fills with deals nobody dares take out. Output: Deals placed by evidence, gaps, one action each or "take out", three to push. - **Sales Forecast** — use when: Your forecast rests on a feeling. Output: Commit, best case and pipeline by your rule, proof per deal, changes explained. - **Stalled Deals Review** — use when: Half your pipeline has not moved in weeks. Output: Quiet deals, last trace, a true reason to write or the decision to close. - **Weekly Sales Plan** — use when: Calls and follow-ups always come last. Output: The week in blocks, three deals to move, a buffer, a "not this week" list. - **Weekly Manager Update** — use when: Your weekly update triggers no decision. Output: Decisions you need first, deals that moved, signals, the help you ask for. ### 8 · Review the deal - **MEDDPICC Qualification** — use when: Your "champion" has never introduced you to the signer. Output: Proof, assumed or unknown per letter, gaps as questions, your call to pursue. - **Deal Review Brief** — use when: Your deal reviews are status updates. Output: One-page pre-read, known and not known yet, a pre-mortem, the help you ask for. - **Win/Loss Review** — use when: You lose a deal and nobody really knows why. Output: Timeline, expected against actual, the customer's reasons as given, keep and change. ## Workflows - **Know the account** (A meeting tomorrow, or a written plan to hand in.) Account Research Brief → Stakeholder Map → Account Plan → Territory Plan - **Find the reason to call** (A call block this week and nothing true to say yet.) Buying Signals Brief → Weekly Call List → Reason to Call → Call Talk Track - **Prepare the meeting** (The call earned a meeting and it has to end with a customer action.) Sales Call Plan → Discovery Call Questions → Cost of Inaction → FAB Statements → Objection Handling - **Write it up today** (The meeting just ended and your notes are still fresh.) Sales Call Notes → CRM Update → Meeting Recap Email - **Propose and follow up** (The customer asked for a proposal.) Proposal Brief → Sales Proposal → Sales Quote Check → Customer Proof Story → Proposal Follow-Up - **Negotiate and close** (The buyer comes back on price, or said yes and nothing is signed.) Negotiation Plan → Concession Plan → Mutual Action Plan - **Pipeline and deal review** (A forecast and a deal review with your manager this week.) Pipeline Review → Sales Forecast → Stalled Deals Review → MEDDPICC Qualification → Deal Review Brief → Win/Loss Review ## The quality bar - Sourced and dated: every fact carries its source and date. “Unknown” is a valid answer, and a thin public footprint gives a short brief - Said kept apart from assumed: what the customer said is kept apart from what you assume. Quotes appear only if they are in your notes - Deals placed by evidence: deals are placed by written evidence. No health score, no probability shown as truth, no number you did not supply - Roles, not ratings: people appear by job role and by what they said and did, with dates. Nothing rates, ranks or profiles a buyer or a seller - Drafts, never sends: messages are drafts you rewrite and send. Talk tracks are keywords. Nothing is sequenced, scheduled or sent - Legal points flagged: contacting people, contract and quote terms are flagged “check with a qualified adviser” - The red line: Claude prepares the account, the call and the write-up from public sources and your own notes, and you have the conversation: it never invents a contact, a signal, a number or a customer quote, never rates a buyer or a seller, and never contacts anyone for you ## Questions people ask ### What is in the Claude for Account Executives pack? 32 Claude skills that follow a deal and a selling week in eight stages: know the account, find the reason to call, prepare and run the meeting, write it up, propose, negotiate and close, run the pipeline, and review the deal. Each skill produces one artifact. ### How do I install these Claude skills? In Claude Code, two lines install all 32 at once. In Claude.ai or Claude Desktop, download the zip, open Settings, Skills, Add, and upload the skills you want. Either way it takes about five minutes. ### Do I need Claude Code to use them? No. The skills work in Claude.ai, Claude Desktop and Claude Code. In the app you upload them yourself; in Claude Code one command installs the whole pack. ### Do the skills work with ChatGPT or other assistants? They are built as Claude Skills, and installing them is a Claude feature. Each one is a plain Markdown file, so you can read it and reuse the method elsewhere, but it will not load and trigger by itself outside Claude. ### Will Claude call or email my buyers for me? No. Claude prepares the account, the call and the write-up from public sources and your own notes, and you have the conversation. Messages are drafts you rewrite and send. It never contacts anyone for you, and nothing is sequenced, scheduled or sent. ### Is the pack free? Yes. It is free to use inside your company and in client work, and not for resale. There is no signup: the download and the install command are on this page. ## About Written by Polar Bear (https://meet-polar-bear.com/). Published on Lantern (https://lantern.meet-polar-bear.com/), which turns your notes, documents and call transcripts into social post drafts you review and publish.