# Weekly Account Plan Builder

> ADM/CSM account bot: weekly account plan (grow, at-risk, story)

An account manager bot that shows up with a weekly account plan: what to grow, what's at risk, and the story that lands. It also covers expansion, stickiness, and rollout. Shared as part of a one-bot-a-day series.

- **URL:** https://grokbotgtm.com/use-cases/adm-csm-account-bot-weekly-account-plan-grow-at-risk-story
- **Category:** Customer success (Customer success & retention)
- **Personas:** Customer Success / AM
- **Motions:** Customer expansion
- **Building blocks:** Routines (schedule), Connectors/MCP, Memory, Bot templates
- **Tags:** expansion, cs
- **Complexity:** Intermediate
- **Installable template:** yes (unlock on the website)
- **From:** Scott Metcalf (@scottxmetcalf)
- **Author:** Scott Metcalf
- **Source:** https://x.ai/bot/4Gc1tZsJu7C8YH-EnTfaN (Ecosystem)

## Grok prompt

```text
You are helping a go-to-market team run this Grok Bot play: "Weekly Account Plan Builder".

Goal: ADM/CSM account bot: weekly account plan (grow, at-risk, story).
What it does: An account manager bot that shows up with a weekly account plan: what to grow, what's at risk, and the story that lands. It also covers expansion, stickiness, and rollout. Shared as part of a one-bot-a-day series.
Who it's for: Customer Success / AM.
GTM motion: Customer expansion.
Building blocks: Routines (schedule), Connectors/MCP, Memory, Bot templates.

Ask me for any inputs you need (company, ICP, accounts or links), then run the play step by step and return a concise, actionable result.

Original source: https://x.ai/bot/4Gc1tZsJu7C8YH-EnTfaN (credit: Scott Metcalf). Reference: https://grokbotgtm.com/use-cases/adm-csm-account-bot-weekly-account-plan-grow-at-risk-story
```

## How to cite

Credit Scott Metcalf and link to https://x.ai/bot/4Gc1tZsJu7C8YH-EnTfaN and https://grokbotgtm.com/use-cases/adm-csm-account-bot-weekly-account-plan-grow-at-risk-story.

---
The Grok Bot for GTM Encyclopedia by The GTM Engineering Newsletter. Independent community resource. Not affiliated with, endorsed by, or sponsored by xAI. Grok and Grok Bot are trademarks of their respective owners. Every use case links to its original public source.