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Write an account plan for a target company

The company's priorities, its buying team, the tools it uses now and 3 ways in, from public sources.

  • You start it: When you start it
Use in CuiarRun from your AI agent

What it does

The task

Research account for an account plan. Read its website, its latest annual report or investor pages, its job posts and the news from the last 12 months. List its business units, its priorities for this year and the tools it uses now that relate to my product. Find the business roles that would buy, use or approve my product, with the names and titles that the company or LinkedIn shows in public. Write the plan in a new Google Doc of 2 pages or fewer: company summary, priorities, buying team, 3 ways in, risks, and the first 5 actions. Do not contact anyone.

  • It works in LinkedIn, Google News and Google Docs, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.

What you give it

BlankWhat to giveExample
accountThe target company name and its websiteHalvard Foods, halvardfoods.com
my productWhat you sell, in one sentenceSoftware that plans delivery routes for food distributors

What you get back

An example run with the example values above. Your run uses your own data.

Account plan: Halvard Foods (Google Doc, 2 pages)

Summary: food distributor, 2,300 staff, 4 regions, revenue 1.1 billion USD

Priorities for 2026: cut fuel cost by 8%, open a cold-chain depot in Ohio, replace the old ERP

Tools now: a route planner from 2014, Microsoft Dynamics (from job posts)

Buying team: VP Logistics (owner), Head of Fleet (user), CFO (approver), IT Director (security review)

Ways in:

1. A fuel savings case for the new Ohio depot

2. The ERP project: offer the integration early

3. A peer customer in the same region

First action: ask our customer Brightline Foods for an introduction to the VP Logistics

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 2 blanks

    Type account and my product. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Research Halvard Foods, halvardfoods.com for an account plan. Read its website, its latest annual report or investor pages, its job posts and the news from the last 12 months. List its business units, its priorities for this year and the tools it uses now that relate to Software that plans delivery routes for food distributors. Find the business roles that would buy, use or approve Software that plans delivery routes for food distributors, with the names and titles that the company or LinkedIn shows in public. Write the plan in a new Google Doc of 2 pages or fewer: company summary, priorities, buying team, 3 ways in, risks, and the first 5 actions. Do not contact anyone."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Write an account plan for a target company" template with account = Halvard Foods, halvardfoods.com; my product = Software that plans delivery routes for food distributors.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Research Halvard Foods, halvardfoods.com for an account plan. Read its website, its latest annual report or investor pages, its job posts and the news from the last 12 months. List its business units, its priorities for this year and the tools it uses now that relate to Software that plans delivery routes for food distributors. Find the business roles that would buy, use or approve Software that plans delivery routes for food distributors, with the names and titles that the company or LinkedIn shows in public. Write the plan in a new Google Doc of 2 pages or fewer: company summary, priorities, buying team, 3 ways in, risks, and the first 5 actions. Do not contact anyone."
  }
}

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