Build an account plan
get_account_planBuilds a sourced research plan for a target account, mapping the buying committee, best-fit opportunities, likely champion, and next steps, then saves it to your Andru account.
Instructions
Use this when the person wants a plan for a specific target account. Builds a first map of the buying committee, the opportunities that fit what they sell, the likely champion, what each person needs to hear, and next steps, from sourced research, saved to their Andru account. Treat the committee and champion as a map to confirm with each person. Returns the plan's link with a short summary. A plan for the same company from the last 30 days comes back at once. Takes 1 to 3 minutes: returns a job_id; call get_asset with it. Paid. Check the price with quote before running.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| quoteId | No | Optional: the quote_id from quote, to pay the quoted price (held for 30 minutes). | |
| refresh | No | Build a new plan even if one from the last 30 days exists ($12). Default false. | |
| accountName | Yes | The company to plan for. | |
| idempotencyKey | No | Optional: any unique string for this call. Retrying with the same key returns the first result and never charges twice. | |
| maxAmountCents | No | Optional: the most this call may cost, in cents. If the price is higher, nothing runs and nothing is charged. | |
| productDescription | No | What you sell to this account, if different from the product saved in Andru (a sentence or two). |