An account plan is a professional, customer-facing presentation that Ultragent builds for you. You describe what you want to say, and Ultragent creates a structured set of cards with headings, talking points, charts, and images. The result looks like a deck a professional designer would build, without any of the manual work.
What you can do with an account plan
- Win deals faster: build a tailored pitch for a specific customer or opportunity.
- Look polished every time: choose a theme and Ultragent handles the layout, charts, and visuals.
- Save hours: go from a blank page to a finished presentation in a few clicks.
- Share with confidence: send a clean, view-only link to your customer or your team.
How it works at a glance
- Open the Account Plans page and select New plan.
- Give your plan a title and describe your idea.
- Let Ultragent generate an outline, then the full presentation with charts and visuals.
- Fine-tune anything you like, then present or share it.
Where to find your plans
Every plan you create lives on the Account Plans page. You can search your plans by title or description, see each plan's status at a glance, and open any plan to keep working on it. Plans that a teammate has shared with you appear here too, marked with a Shared label.
| Status | What it means |
|---|---|
| Draft | You have started a plan but not generated it yet. |
| Outline | Ultragent has created the structure of your presentation. |
| Generated | Your full presentation content is ready. |
| Completed | Your plan is finished and ready to present or share. |
Tip
Use a clear, specific title like "Acme Corp Q3 Expansion Plan" so plans are easy to find later.
Do I need any design skills?
Not at all. You describe what you want and Ultragent builds the layout, charts, and visuals for you, so every plan looks designer-made.
Can I edit a plan after it is created?
Yes. You can refine the outline, edit the content, change the theme, and adjust visuals at any time.
How do I find a plan I started last week?
Open the Account Plans page and search by title or description. Every plan you have created or that was shared with you is right there, with its status shown at a glance.
What does the Shared label mean?
It marks a plan a teammate has shared with you, so you can quickly tell your own plans apart from ones you have been invited to view or help build.
Who can see my plans?
Only you, until you choose to share. You decide exactly who gets access and whether they can view or edit.