Pocus AI Account Plan Generator
Become a more strategic seller in just 3 clicks.
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Kevin William David

Pocus AI Account Plan Generator - Custom sales strategies for your target accounts in seconds

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Generate robust account plans in seconds. Pocus uses 10ks, websites, news, podcasts, and more to create a strategic account plan just for you. It even incorporates your value props to suggest how to pitch the account. Like chatGPT, built just for sellers.

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Meredith McManus
Maker
📌
Hi all! Meredith from the Pocus team here. The customer interviews we had when making this product were so illuminating. We heard over and over that reps wanted to be strategic but they didn't have the bandwidth. When you have hundreds of prospects in your book of business, there's just no time to do it all. That's why I'm so excited to see this product live for anyone to use! Now reps can stop wasting time on tedious research and spend it on what they do best: building relationships. Early testers said the AI account plan generator would save them over an hour per account when prospecting. That's hours back each day to be more strategic and consultative instead of jumping from tab to tab, researching! Hope y'all love the AI account plan generator as much as we loved making it! Be sure to share your feedback in the comments - I can't wait to hear what you think. :)
Tamara Grominsky
@meredith_mcmanus1 This looks great, and I totally feel that customer problem you're solving for. Can't wait to give this a go!
Meredith McManus
Maker
@tgrominsky Thank you so much! Excited to have you try it out!!
Abi Odedeyi
Congratulations @meredith_mcmanus1! This looks fantastic! Can't wait to try it out!
Meredith McManus
Maker
@abi_odedeyi Thank you, Abi! Please share any feedback you have as you explore the product. And good luck on your launch - we'll be rooting for you!
Vijay Kumar Thudi
She's a responsible lady with so much responsibility, a lady who doesn't give up despite the hardship, a lady who is always true to her words, a lady who's honesty is worth appreciating for she's indeed a good lady. Not only did she make things easier and better she also makes sure that her investors are happy. Thanks again for everything you did for me I really do appreciate Telegram Username: @Mariarenee820
sandy mangat
Maker
📌
I often don't have enough time to prep for calls before jumping on a meeting. Our sales team, on the other hand, used to do thorough research and planning to prepare for every important meeting. That process was about 17 steps long and took hours - from reading 10ks, to parsing through podcast recordings and news articles - so our team built a way to cut that down to only a few seconds! Our own sellers couldn't get enough and neither could our customers. It was too good not to make free and share with all of you!!! I am so excited to share this launch with everyone and to see your feedback.
Pradhumn Vijayvargiya
@sandy_mangat1 This is super cool, instead of spending time on research I can do hocus pocus.
Jorge Soto
@sandy_mangat1 congrats!
Isaac Pohl-Zaretsky
Hey y'all! I'm Isaac, the CTO and co-founder of Pocus. We're so excited to launch our AI Account Plan Generator today on Product Hunt. Why we built this Strategy, value-selling, having a POV, and being consultative is the name of the game for sales in 2024. We know it's a huge differentiator but most reps aren't doing these things. They simply don't have the bandwidth to be strategic on every deal. With shifting business priorities, reps waste time digging through tools and struggling with disjointed workflows to deeply understand their accounts and the strategy to win. But we have great news: these tasks are where AI can help sellers do more with less. In fact, sales teams using AI are 1.3x more likely to see revenue increase. We know that every rep can become a more successful, strategic seller with the help of our AI Account Plan Generator. How it works What if there were a simpler way to do deep research on your top accounts in seconds? A tool that got you up to speed on your buyer's pain points and showed you the strongest business cases for your product? That's exactly what the Pocus AI Account Plan Generator does in 3 clicks. 1. Enter the names of your company and your target account. 2. Review the AI-generated summary of what your company does and your key benefits. Add or delete any information. 3. Click "continue" to get a full run-down on your target account, including 3 to 5 strategic sales opportunities based on current events and internal initiatives. How to get started This tool is free and available for anyone to use – even if you're not a Pocus customer yet! In celebration of our Product Hunt launch we're offering 1 week of unlimited generator use for everyone. We're really looking forward to hearing what you think! The team will be online all day to field your questions and feedback, so feel free to drop us a comment.
Alexa Grabell
Maker
Hey everyone! I’m Alexa, the CEO and co-founder of Pocus. I come from a sales background and built Pocus with Isaac because I saw how many frustrating challenges reps face trying to get the data they need. It shouldn’t take hours of work and toggling between a dozen tabs! Our AI Account Plan Generator is the next chapter in unlocking information to make reps more efficient and successful. We're so lucky to get to build this with incredible design partner like Asana, Canva, Miro, Branch, Monte Carlo, and more. Here’s just some of the early feedback we’ve received from our design partners who have helped test the AI Account Plan Generator: 🔮“Such a game changer for SDRs/BDRs. Saves so much research time!” 🔮“I’ve been using the feature to prepare for kickoff calls with new accounts or team members from existing accounts that I haven’t met yet. This helps me have a solid starting point to understand their business goals. Overall, it has been tremendously beneficial for prepping for strategic calls and sounding knowledgeable and well-researched when speaking with clients.” 🔮“Very impressed! I love the format for the answers and context. Simple and useable. My whole team is excited about trying it out!” 🔮“I’m in the midst of transitioning accounts to another CSM and inheriting a new book of business. The ‘company summary’ has been such a useful summary of what these organizations do. As I look to prep for my intros into my new accounts, skimming this information enables me to ask beter discovery questions during my intros.” Join the conversation and let us know what you think! I can’t wait to read your comments and feedback! PS - We built some extra features for our customers, like a Chrome Extension and integrations with Hubspot and Salesforce. Want to see what else Pocus can do for you? Request a demo
Ben Lang
🔌 Plugged in
Congrats to the Pocus team on the launch! Brilliant, value add use case for AI here. Excited to recommend this to startups.
sandy mangat
Maker
@benln thank you for your support!
Colby Thomas
Maker
@benln 🙏🏼
Bilal Asif
Congratulations on the launch of Pocus @sandy_mangat1, Would love to find out how you identified this specific problem and what has been the motivation behind working on this startup idea?
sandy mangat
Maker
@bilalasif, thank you!!! We saw firsthand how much time sales teams were wasting on non-revenue-generating tasks like account planning, research, and call prep. When you're constantly context-switching and working across several tabs - the "toggle tax" is huge for productivity and, ultimately, revenue. We're motivated by solving this problem for sellers so they can focus on what they do best - selling!
Shadman Nazim
💡 Bright idea
Congrats to the Pocus team on the launch! Reducing a lengthy, multi-step process into a tool that delivers insights in seconds is a significant achievement. It's clear this will have a meaningful impact on sales teams, allowing them to focus on what truly matters, building relationships and delivering value. It would be great to see more customization options tailored to different industries or sales strategies. This could make the tool even more versatile for users with specific needs. Best of luck!!!
Meredith McManus
Maker
@shadmannazim Thank you so much for this feedback Shadman! We've had a couple of requests for sales strategy customization and I totally see the value. Sharing this with our engineering team so we can tackle it next.
Shadman Nazim
@meredith_mcmanus1 Absolutely love the energy! Awesome work, Pocus AI Account Plan Generator team! You’re really knocking it out of the park! ❤️‍🔥
Colby Thomas
Maker
@shadmannazim Great idea!! I'm glad you're getting value out of it already – excited to make this work even better in the near term! 💜
Jasmine Butters
💡 Bright idea
How does the tool handle different sales methodologies, Can it be customized to fit various approaches?
Meredith McManus
Maker
@jasmine_butters Such a great question! In our free version currently you can make edits to the summary page for your company and could add in information about your sales methodology. Our paid version has more customization options. Is there a specific sales methodolgy you'd want to see featured? It could be interesting for us to add a drop-down or search field for the top models.
Joe Bowers
Maker
@jasmine_butters we’re working on ways to customize both the context that Pocus uses to surface insights, and mechanisms for that users can use to bring their own expertise and processes to bear.
Leeor Mushin
Incredible product and even better team!
Meredith McManus
Maker
@leeor_mushin2 Thanks so much, Leeor! The team absolutely crushed it with this one. So excited to keep seeing this positive feedback!
sandy mangat
Maker
@leeor_mushin2 THANK YOU!!!
Arjun Krishnan
So fire 🔥 I'm constantly hearing from customers how much of a slog it is to build detailed account plans. Reps typically have to dig through a mess of data - their CRM, call notes, podcasts, 10-Ks, call recordings, and more. This account plan generator should make it SO much easier for reps to become more strategic...and faster! Also, huge shoutout to the team on building this! So excited to start seeing feedback from Product Hunt users!
sandy mangat
Maker
@arjun_krishnan1 changing the game for all of us internally as well!
Ahmet Erkan Paşahan
An idea that is creative and open to improvement. Congrats on the launch!
Meredith McManus
Maker
@aepasahan Thanks so much for your support! If you have any feedback as you experiment, let us know.
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