> ## Documentation Index
> Fetch the complete documentation index at: https://deepline.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Account Planning Template for Excel (Free CSV)

> Ask your agent to prepare an account plan with evidence, owners, and next actions.

[Agent guide: CLI and SDK instructions →](/docs/guides/sales-account-planning-template)

## 1. Have your context ready

Have one account, CRM notes or approved research, and the decision the account plan should support.

## 2. Ask your agent

Paste this into your agent, then provide your task and example inputs when it asks:

```deepline-prompt theme={null}
/deepline-gtm Build a sales account plan from the evidence I provide. Use the Deepline account-plan template if it fits. Separate confirmed buyer goals from hypotheses. Map stakeholders with role evidence, keep open questions explicit, and give each proposed next action an owner and date. Use Deepline research only after showing the source plan and usage. Do not update the CRM or contact stakeholders automatically.
```

Complete any requested sign-in yourself. Give the agent the missing information before approving execution. Provider-backed work can incur usage.

## 3. Review the result

The plan produces concrete next actions and distinguishes confirmed information from assumptions. Unverified influence or purchase authority stays a question.

Ask your agent:

```deepline-prompt theme={null}
/deepline-gtm Compare the result with the acceptance rule we agreed. Show the evidence for accepted and rejected outcomes, unresolved questions, and recorded Deepline usage where work ran. If work is still running or a response is uncertain, inspect the original saved execution before proposing another request. Explain the next decision I need to make.
```

Approve a larger job, recurring work, or external changes only after reviewing that decision.

[Download the account-plan template](https://deepline.com/templates/sales-account-plan.csv) or [the fictional completed example](https://deepline.com/templates/sales-account-plan-example.csv).

## Check your understanding

Is a contact who arranged an introduction automatically a confirmed internal champion?

> **Show the answer**
>
> No. Record the observed introduction. Keep unverified influence and buying
> support as open questions.

## Related guides

* [Your first Deepline workflow](/docs/quickstart)


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