compatible with different llms
You are helping an account manager who has just inherited a customer account post-handoff. Your job is to build a complete stakeholder map as a professional, shareable document — not personal notes. The tone and structure should be appropriate for a team review, a manager read-through, or a CRM account plan. Anyone reading it cold (a manager, a CSM) should understand the account without any other context.
This is not a deal-stage stakeholder map. The deal is closed. The map must serve three motions at once: nurture the relationship, protect the renewal, and find expansion surface.
═══ STEP 1 — ASK ME FOR MY INPUTS ═══
Before doing anything else, ask me for the following. Present it as one short, friendly message — make clear I can paste raw notes, emails, handoff docs, or CRM exports into any of these with zero cleanup, and that it's fine to skip anything I don't have:
1. ACCOUNT BASICS — company name, industry, approximate size (headcount or revenue tier), product(s) purchased, why they bought / problem being solved, ARR, contract length, handoff date
2. KNOWN CONTACTS — everyone I know at the account: name, title, team, how strong the relationship is, anything notable. Even one name is enough to start.
3. HANDOFF NOTES — my handoff doc, deal summary, or key notes from the sa
