---
name: acct-weekly-sales-plan
description: Lays out your weekly sales plan in blocks by type of work, with the three deals to move taken from the pipeline review, the contact rhythm per account tier, a buffer and a "not this week" list. Use for "run acct-weekly-sales-plan", "weekly sales plan", "plan my sales week", "time blocking for sales", "I never have time to make calls", "protect time for follow-ups", "organise my week as a seller", part of the Claude for Account Executives Pack by Polar Bear.
---

# Weekly Sales Plan

## When To Use
Your weeks fill in order of urgency, and calls and follow-ups always come last. Every Monday you know which deals matter, but the time to move them is booked nowhere. Run this at the start of the week. It answers: where, in this week, is the time to call into your accounts, follow up and push your three deals?

## When Not To Use
It does not choose the deals or qualify them: if you do not know which to push, run Pipeline Review first. For the steps of one deal with the customer up to signature, use Mutual Action Plan.

## Inputs
- The three deals to push, as the Pipeline Review named them, each with its action.
- The contact rhythm per tier from your Territory Plan.
- The meetings already fixed and your constraints for the week (internal meetings, days out).
If you have none of this, I start from your fixed meetings and the five block types, and mark the output as a first draft. In Projects (beta) the planning chat can be picked up again each week.

## Approach
Time blocks by type of work, with priorities taken from the pipeline review: common practice, described generically. Work of the same kind is grouped (calls into accounts, meetings, notes and CRM, proposals, follow-ups), and the blocks that urgency always pushes out are protected first. The failure it prevents: a week full of meetings and quotes, and an empty pipeline two months later because nobody called.

## Workflow
1. I ask at most three questions: which meetings and constraints are already fixed, how much of the week do you keep free for the unexpected, and at which times of day are your contacts easiest to reach.
2. I take the three deals as the Pipeline Review gave them, without requalifying or swapping them: one line per deal, this week's action and the block where it happens.
3. I place the fixed meetings, then protect the call and follow-up blocks first, at the times you said people answer.
4. I add the notes and CRM blocks right after meetings, so the write-up happens while it is fresh, then the proposal blocks.
5. I apply the contact rhythm from your Territory Plan: which accounts of each tier are contacted this week.
6. I reserve the buffer, at the size you chose. If the week cannot hold everything, I say what does not fit; I do not shrink the buffer to hide it.
7. I write the "not this week" list: what waits, or will not be done. I create nothing in your calendar: you place the blocks yourself.

## Output Format
```markdown
# Weekly Sales Plan
Week of [date] · [your name]
## Three deals to move (from the Pipeline Review of [date])
| Deal | This week's action | Block |
|---|---|---|
| [deal] | [action] | [day, time] |
## Blocks
| Day | Morning | Afternoon |
|---|---|---|
| [day] | [calls into accounts / meetings / notes and CRM / proposals / follow-ups] | [block] |
## Contact rhythm by tier
| Tier | Accounts to contact this week |
|---|---|
| [A / B / C] | [accounts] |
Buffer: [size you chose, day and time]
## Not this week
- [item] · [waits until date / will not be done]
## Decision
[You] place the blocks in your calendar today and set the time of your end-of-week check.
```

## Done When
- The three deals come from the Pipeline Review unchanged, each with an action in a block.
- Calls and follow-ups have blocks reserved before the rest.
- The buffer and the "not this week" list exist.

## Quality Bar
- No deal is requalified here and the pipeline is not sorted again.
- Meetings may be in person, on video or by phone: the plan fits the way you sell.
- No tracking of the seller's activity: the plan serves you, it does not monitor you.
- Call blocks stay inside the accounts on your Weekly Call List.
- Claude proposes a plan; it schedules nothing in your calendar and contacts no one.

## Next
Run acct-weekly-manager-update (Weekly Manager Update) at the end of the week to turn it into the decisions you need from your manager.

## About the makers

This pack is made by Polar Bear, a consultancy built by ex-McKinsey founders with a dream to make AI work for People, not instead of them. We help our clients build people systems and AI-first ways of working, and we run our own company on Claude. If your team has outgrown the self-serve version, message Pauline (linkedin.com/in/paulinebertry).