The account plan, written for you.
Ultragent drafts the full account plan — context, stakeholders, strategy, next steps — and a customer-ready deck with the words already in it. You edit the slides; the thinking is done.
Use sample data or connect your CRM — no credit card required.
How it works
From a cold account to a plan you can present.
It reads the account
Ultragent pulls the context, stakeholders, and history into one place — no blank page to start from.
It writes the plan
Context, stakeholders, strategy, and next steps drafted in full, plus a deck with the content already written.
You edit and present
Adjust slides, charts, and timelines in the editor, then take it straight to the customer.
Why it matters
A plan and a deck, not a template.
Full account plan
Context, stakeholders, strategy, and next steps — drafted in full, ready to refine.
Stakeholders mapped
The people on the account laid out, so you know who to bring along and how.
Customer-ready deck
A presentation built for you with the content written, not an empty outline.
Edit every slide
Adjust slides, charts, and timelines in the editor until the story is yours.
Charts and timelines
Visuals shaped from the account, ready to tweak instead of build from scratch.
Clear next steps
The plan ends with the moves to make, so the deck drives the deal forward.
I used to spend a whole afternoon building an account plan and a deck before a QBR. Now Ultragent hands me the draft and I just shape it — the prep work is gone.
Stop building plans from scratch.
No credit card required. Use sample data or connect your CRM, and upgrade only when you need more.