Account Plan · Example edition
Build the relationship around useful outcomes.
The fictional Greenhouse account is entering its first quarter after a website handover. The studio wants to support maintenance without assuming the client needs a larger project.
The working agreement
| Stakeholder | Priority | Next conversation |
|---|---|---|
| Owner | Keep information current | Agree monthly content check |
| Shift lead | Reduce repeated questions | Review the top visitor questions |
| Studio lead | Make support predictable | Confirm support boundaries |
Current position
The first website is complete in this example. The immediate opportunity is a clear maintenance routine, not a speculative rebuild. Record the client’s stated priorities separately from the studio’s ideas.