Account plan · a neutral recipe
An account plan, built from outside. Built before anyone asks.
Analysts and consultants sold companies a view of themselves, layer by layer. Big-tech account planning kept that view rigorous, but internal. Agents can now do both from public information, and give it away first.
The public picture is rich now, and agents can read all of it.
A large bank, from the outside in.
A composite, not a real bank. Through step 5, nobody at the bank has been asked for anything. Step through it.
Agents
A person
The bank, so far
Each initiative, and the layers it's likely stuck in.
Read from public signals only. Darker means more likely stuck. Tap an initiative.
Likely stuck
Built from outside, given away
The 10–100× piece we'd take forward
Illustrative composite: no real bank's data or plans.
We leave their stuff to them.
It's groundwork, done before anyone asks. The only thing on the table is an outcome.
The analyst's lens, held to account-planning rigour, laid down as groundwork. Not our cases, not our claims: a recipe anyone can recognise.