Build an Account Plan for ABM

Create Targeted, Data-Driven Account Plans in Minutes

Copy.ai’s Free AI Account Plan Builder helps ABM teams build precise, personalized account plans in minutes—fueling smarter campaigns, more relevant outreach, and faster pipeline progression.

What Is the AI Account Plan Builder?

The Account Plan Builder is a free, AI-powered tool that analyzes both your company’s website and the target account’s site to generate a complete, ABM-ready account plan—no manual research required.

For ABM teams, that means:

• Instant access to high-level business insights and initiatives
• Sales angles tailored to the account’s priorities
• Messaging crafted for specific stakeholders
• Actionable next steps to guide the GTM motion

No more starting from scratch. No more wasted time hunting for positioning. Just smart, strategic account plans—on demand.

Why Account Plans Matter in ABM

Every interaction should be built around what matters to the account, not what matters to you. The Account Plan Builder gives you everything you need to:

• Understand the account’s strategic priorities and pain points
• Craft outreach that resonates across the buying committee
• Position your solution as a critical enabler—not just a vendor

Your GTM team moves from guessing to knowing.

Build Strategic Account Plans in Minutes, Not Hours

This AI tool eliminates the heavy lift of account research and replaces it with intelligent automation. Here’s what you get:

• ✅ Company overview: Industry, size, positioning, and strategic focus
• ✅ Key initiatives: What they care about right now—and why it matters
• ✅ Tailored sales angles: Messaging and positioning that aligns to the account’s goals
• ✅ Actionable next steps: What to do, who to engage, and how to move fast

Perfect for sales, marketing, and RevOps teams collaborating on ABM plays.

Power ABM Outreach With Precision

ABM is a team sport and the Account Plan Builder makes sure everyone is playing from the same strategy.

• Sales uses insights to engage each stakeholder with tailored messaging
• Marketing creates account-specific campaigns and content
• Ops keeps everything aligned across CRM and GTM systems

This is your blueprint for how to win each account.

Embed AI-Driven Planning Into Your ABM Workflow

The Account Plan Builder doesn’t sit on the side—it integrates into your existing workflows:

• ✔ CRM Integration: Surface account plans directly in your rep’s daily workspace
• ✔ Enablement Alignment: Keep your team on-message, even as accounts evolve
• ✔ Collaborative Planning: Make insights accessible across sales, marketing, and CS

With institutionalized best practices and automated planning, you turn strategic ABM into a repeatable, scalable motion.

Expand GTM AI Across the Account Lifecycle

Account planning is just one piece of the puzzle. The Account Plan Builder is a gateway to a fully AI-powered ABM engine:

1. Marketing: Personalize campaigns with account-level insights
2. Sales: Prioritize accounts and position value clearly and confidently
3. Customer Success: Uncover expansion and renewal opportunities proactively

When every team shares the same intelligence, ABM becomes frictionless—and high-impact.

Want to know how your company's GTM AI Maturity stacks up to the competition? Take the GTM AI Maturity Assessment and then download the State of GTM AI Maturity if you haven't already!

FAQs

How does the Account Plan Builder work?‍

Just enter your target account’s website and your own. The AI scans both and generates a complete, personalized account plan in seconds.

Is this tool really free?‍

Yes. 100% free to use—no catch, no subscription required.

How does this improve my ABM strategy?‍

It saves hours of research and delivers strategic, account-specific insights that drive more relevant outreach, stronger engagement, and better conversion.

Does it integrate with CRM and ABM tools?‍

Absolutely. You can bring account plans into your CRM, sales enablement, or collaboration tools—keeping everyone aligned.

How does this fit into GTM AI?‍

By automating strategic planning, it accelerates your GTM Velocity, eliminates GTM Bloat, and helps you move up the GTM AI Maturity curve.