Claude Prompt: Write an Account Plan

Give Claude one domain and your goal for the account. It pulls the company and its senior people, then writes a one-page plan. It works in any MCP client connected to https://api.leadocean.io/mcp. Setup is on the MCP page.

The prompt

Write an account plan for acme.com. Goal: land a pilot this quarter.
1. Call leadocean_get_company for acme.com. Note industry, size
   and country.
2. Call leadocean_count_leads with domain acme.com and jobLevel
   C-Team, VP and Director. Tell me the count first.
3. Call leadocean_search_leads with the same filters, limit 15.
4. Write a one-page plan: account snapshot, 3 target people with
   the reason for each, a first-touch angle per person, and next
   3 steps with owners.
5. Mark anything you inferred from a title as a guess. No emails.

What it resolves to

LeadOcean holds titles, levels and company facts. It does not hold your deal history or the org chart, so the angles are drafts for you to edit. Claude marks every title-based inference as a guess, which keeps the plan honest.

How many match

1,550,584 mailable people matched on 2 October 2026. Filters: jobLevel C-Team, VP or Director, employeeRange 1001-5000, country US. Mailable means verified, catch_all_valid or catch_all, the count_leads default.

That is the pool for a mid-size US account, not one company. Your domain filter cuts it to the handful Claude plans around. The count is free, so run it before you spend any records.

What you get back

These are placeholder values, not real records.

Variations

• Renewal plan: change the goal to "expand from one team to three" and add Manager to jobLevel.
• Two-page plan: ask for a risk list and a mutual action plan, and raise the limit to 30.
• Bring your notes: paste your call notes under the prompt and ask Claude to merge them into the snapshot.

Records it spends

leadocean_count_leads is free. leadocean_get_company costs 1 record. leadocean_search_leads costs 1 record per person returned, so limit 15 costs up to 15. One plan costs up to 16 records. Free gives you 1,000 records one-off with no card. Pro is $499 a month. See pricing.

Related prompts

• Plan territories by headcount
• Research an account in 5 minutes
• Build a buying committee for one account

To run this as a saved command, use the account plan Claude skill. More prompts live in the prompts hub.