October 2026 · 12 min read · 32 skills, free

32 Claude Skills for Account Executives, From Account Research to Win/Loss Review

Know the account, find a dated reason to call, plan the meeting, write it up the same day, propose, negotiate, then run the pipeline and the deal review on written proof. Claude prepares; you have the conversation.

01What these skills are

One deal and one selling week, from account research to win/loss review, as installable Claude skills

This pack is for account executives, key account managers, and the sales and business development leaders who run them.

The skills follow a deal and a selling week in order, in eight stages, from getting to know the account to reviewing the deal with your manager and after the decision.

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.

Each skill produces one artifact a seller is asked for, in the same shape every time, and ends with the decision a named person makes.

Every fact carries its source and date, and “unknown” is a valid answer. Deals are placed by written evidence. Messages are drafts you rewrite and send.

Download all 32 skills

One zip: ready-to-install skill zips, readable SKILL.md files, and the sources behind every method. Free, no signup. The same 32 skills live in our open repo, if you would rather read them before you install them.

Download the zip Browse on GitHub

Install in Claude Code

Two lines, and every skill in the pack loads at once.

/plugin marketplace add polar-bear-org/claude-skills
/plugin install account-executives-pack@polar-bear-skills

Using Claude on the web instead? Download the zip above and upload each skill from its install folder under Customize → Skills.

02The catalog

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

03How to use it

Pick the workflow that matches your week

Start with the account research brief, the day before a meeting. After that, bring the account, the notes or the deal that is in front of you.

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

04Setup guide

Install it in five minutes

In Claude Code · two lines

/plugin marketplace add polar-bear-org/claude-skills
/plugin install account-executives-pack@polar-bear-skills

In Claude.ai or Claude Desktop · seven clicks

Download the pack, then open Settings
Unzip the pack: its skills folder holds all 32 skills. In Claude, click your name at the bottom left, then Settings.
Download the zip
Open Skills and click Add
Under Customize, choose Skills. Click Add, then Upload a skill.
Drop in a skill file
Drag the skill's file into the box, or click to browse. You can add several at once.
Pick the skill from the pack
In the pack folder, open skills, then the skill you want, and select its SKILL.md — acct-account-research-brief is a good first one.
Check the preview and upload
Claude shows the skill's name and what it does. Click Upload.
Make sure it is switched on
The skill opens on its own page. Its toggle should be on.
Try it in a new chat
Type / and the skill's name, then say what you need.

Then try one

Run acct-account-research-brief on the account I meet tomorrow, with its site and my CRM history: [paste them here]

Run acct-call-notes on my notes from today's meeting: [paste them here]

Run acct-meddpicc-qualification on this deal, from my notes and the CRM record: [paste them here]

Lantern for account executives

Turn your discovery calls into posts your buyers read

Lantern drafts a week of posts from your notes and call transcripts, in your voice. You review them and publish the ones you like.

100 free credits, about ten posts. No card needed.

Try for free

05Quick reference

Where to start

Your situation	Skill to run
A meeting tomorrow and all you know is the website?	Account Research Brief
More people are in the decision and you talk to one of them?	Stakeholder Map
“Just checking in” is all you have for an account you own?	Buying Signals Brief
Not sure what to say after hello?	Call Talk Track
Meetings that end with “let's touch base next month”?	Sales Call Plan
Pitching before you know what the problem costs?	Discovery Call Questions
“It's too expensive” makes you drop the price?	Objection Handling
Need the meeting written up today, not on Friday from memory?	Sales Call Notes
Typing the same thing twice to update the CRM?	CRM Update
Proposals that describe your company for three pages?	Sales Proposal
Need to follow up without “just checking in”?	Proposal Follow-Up
The buyer asks for a lower price and you prepared only your price?	Negotiation Plan
The customer says yes and the deal slips month after month?	Mutual Action Plan
Need a number you can defend to your manager?	Sales Forecast
Your “champion” has never introduced you to the signer?	MEDDPICC Qualification
You lost a deal and nobody really knows why?	Win/Loss Review

06Standards

The quality bar

Every skill in the pack holds the same standard:

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

07FAQ

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.

08Who made this

Lantern, by Polar Bear

These skills were written by Polar Bear, a people ops consultancy that runs its own company on Claude. The pack is free, and the same skills are open on GitHub.

Lantern is Polar Bear's content workspace. It turns your notes, documents and call transcripts into drafts for LinkedIn and other networks. You review them and publish the ones you like.