Write account plans for new opportunities

When a new deal opens, AIMEE writes an account plan covering goals, the buying committee and its gaps, topics researched, competition, risks and a 30-day plan.

Use this workflowHow it works

4 stepsEach new deal

The workflow diagram

Write account plans for new opportunities: workflow diagramThe 4 steps of this workflow, from its trigger to the final step.When a deal is created or moved. OutreachBWWHENTRIGGERWhen a deal is created ormovedOutreachA new deal?A new deal?Write the account plan. AIMEEAITHENWrite the account planAIMEESave the plan on the account. Audiences and recordsBWTHENSave the plan on theaccountAudiences and recordsReview the plan with the owner. OutreachOUTHENReview the plan with theownerOutreachThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

When a new deal opens, AIMEE writes an account plan covering goals, the buying committee and its gaps, topics researched, competition, risks and a 30-day plan. It is saved on the account and the owner gets a review task.

Why it works. A written plan on day one gets the team aligned on who to reach and what could kill the deal.

Nothing is sent to buyers.

How it works

It starts: When a deal is created or moved, or run on an account now.

  1. 1

    A new deal?

    If yes, it goes on to "Write the account plan". If no, it stops for that person.

  2. 2

    Write the account plan

    AIMEE researches the company or person and returns what she found.

  3. 3

    Save the plan on the account

    Saves what was found onto the record.

  4. 4

    Review the plan with the owner

    Creates a follow-up task for the right person.

What you need

  • Outreach in your BrandWell plan
  • AIMEE in your BrandWell plan
  • Outreach

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Assumes Outreach is already enabled in your plan. Subscription fees are separate.
  • Assumes AIMEE is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

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