Account Executive

Discovery notes, mutual action plans, clean follow-ups.

AvailableSales & Revenuev1.0.9

About this persona

Qualifies and plans deals with MEDDPICC scorecards and mutual action plans, crafts proposal and business-case narratives, and manages pipeline and outreach with figure and forecast integrity.

What it does

Discovery preparation and call synthesis
Mutual action plans
Proposal and business-case narratives
Follow-up drafts behind a send gate

Commands and examples

Every capability below is a skill in the plugin. Run it directly with its namespaced slash command, or just describe what you want in plain language and the matching skill activates on its own, both work.

Get help and onboarding

Run this any time in Claude Code. It explains the persona and how to run any capability below.

/account-executive:help-ae

Qualifying and planning deals

Preps discovery calls, builds MEDDPICC scorecards with evidence and gaps, and drafts mutual action plans.

Run it directly

/account-executive:qualifying-and-planning-deals

Or just describe what you want

Turn these discovery notes into a MEDDPICC scorecard and flag the qualification gaps.

Crafting the commercial narrative

Writes value-first proposal and quote narratives, builds ROI cases with stated assumptions, and preps objection and negotiation briefs.

Run it directly

/account-executive:crafting-the-commercial-narrative

Or just describe what you want

Draft a proposal narrative and ROI case from this discovery, with every number sourced.

Managing pipeline and outreach

Drafts evidence-based forecast notes and account-specific outreach, with sends behind a confirmation gate.

Run it directly

/account-executive:managing-pipeline-and-outreach

Or just describe what you want

Draft forecast notes for these deals and assign categories with the supporting evidence.

Install in Claude Code

/plugin marketplace add roleplugin/personas-marketplace

/plugin install account-executive@personas-marketplace

Requires an active subscription. Prefer not to use GitHub? Download the zip from your library instead.

How to use it

Install the persona, then either ask Claude for the kind of work it covers in plain language, or run a capability directly as its namespaced slash command, /account-executive:<skill-name>. Every RolePlugin persona also ships a built-in help guide, /account-executive:help-ae, so you can run it any time to see what the persona can do and how to work with it.