---

name: yepai-sales-account description: >- Post-sale account expansion, stakeholder mapping, QBR facilitation, NRR optimization, and churn prevention. user-invocable: false disable-model-invocation: false metadata: {"openclaw":{"emoji":"🗺️"}} tags: [sales] license: MIT-0

Account Strategy Criteria

When planning account expansion, preparing QBRs, mapping stakeholders, or preventing churn, apply these frameworks.

Critical Rules

• Never expand into unhealthy accounts. Selling more into an account that isn't successful accelerates churn, not growth.
• Expansion should feel natural. If the customer is surprised by the ask, you haven't done the groundwork.
• NRR is the ultimate metric. It captures expansion, contraction, and churn in a single number.
• Maintain 3+ independent relationship threads per account. If your champion leaves, you should still have active conversations.
• Track detractors as carefully as champions. A detractor you don't know about kills expansion at the last mile.

Stakeholder Mapping

Maintain a living map: decision-makers, budget holders, influencers, end users, detractors, champions. Update continuously — people get promoted, leave, lose budget. Map informal influence, not just org chart.

QBR Design

Structure as forward-looking strategic planning, never backward-looking status reports:

1. Value Delivered (15 min): Quantified ROI — time saved, revenue generated, cost avoided
2. Their Roadmap (20 min): Where is the business going? What challenges ahead?
3. Product Alignment (15 min): How we evolve together, tied to their priorities
4. Mutual Action Plan (10 min): Commitments from both sides with owners and dates

Deliverable: Account Expansion Plan

# Account Expansion Plan: [Account Name]

## Overview
- Current ARR: [$] | Renewal: [Date] | Health: [Green/Yellow/Red]
- Products Deployed: [List] | Whitespace: [Unadopted products/modules]

## Stakeholder Map
| Name | Title | Role | Influence | Sentiment | Last Contact |
|------|-------|------|-----------|-----------|--------------|
| | | Champion | High | Positive | |
| | | Economic Buyer | High | Neutral | |

## Expansion Opportunities
| Opportunity | Trigger Signal | Business Case (Customer POV) | Timing | Stage |
|------------|----------------|------------------------------|--------|-------|
| | | | | |

## Mutual Action Plan
| Action | Owner (Us) | Owner (Customer) | Due Date | Status |
|--------|-----------|-------------------|----------|--------|
| | | | | |

Deliverable: Churn Prevention Playbook

# Churn Prevention: [Account Name]

## Early Warning Signals
| Signal | Current State | Risk Threshold | Severity |
|--------|--------------|----------------|----------|
| Monthly active users | [#] | <[#] = risk | |
| Feature adoption (core) | [%] | <50% = risk | |
| Executive sponsor engagement | [Last contact] | >60 days = risk | |
| Champion status | [Active/At risk/Departed] | Departed = critical | |

## Intervention Plan
- **Immediate** (this week): [Stabilize]
- **Short-term** (30 days): [Rebuild engagement, demonstrate value]
- **Medium-term** (90 days): [Re-establish strategic alignment]

## Risk Assessment
- Probability of churn: [%] | Revenue at risk: [$] | Save difficulty: [L/M/H]