Account Plans & Playbooks

Co-create account plans that stay living documents, not static decks.

Tribble builds stakeholder maps, value hypotheses, plays, and milestones from your real data - and keeps Salesforce, Slack, and Google Drive aligned as the plan evolves.

Plan hygiene
98%

Plans update automatically when new stakeholders or actions appear.

Expansion impact
+18%

Documented plays and proof points drive larger multi-threaded wins.

CS/AE alignment
Real-time

Slack keeps everyone in the loop; Salesforce stays accurate.

Stakeholder intelligence

Map the buying committee automatically

Tribble identifies champions, detractors, and gaps from call notes, emails, and Salesforce contacts.

Value storyline

Craft outcomes & proof

Use cases, metrics, and proof points pull from Highspot and customer references with citations.

Execution rhythm

Keep the plan living

Slack posts deltas, tasks, and QBR prep; Salesforce milestones update automatically.

Workflow

Discovery notes to expansion plan - fully orchestrated.

01. Gather

Pull context from systems

Tribble ingests Gong highlights, Salesforce activity, and open tasks to seed the plan.

Runs at opportunity creation and pre-QBR.

02. Draft

Build the plan & storyline

Stakeholder map, goals, plays, and proof points populate in Google Drive or Notion with citations.

Approvals kick to managers for high-value accounts.

03. Orchestrate

Align the team

Slack channels share updates, assign owners, and highlight risks; PMM sees feedback loops.

Forecast workbooks pick up next steps for accuracy.

04. Sync

Write back & report

Plan milestones, stakeholders, and exec sponsorship write to Salesforce; QBR decks export automatically.

Weekly digest shows momentum to leadership.

Integrated systems
Tribble keeps plans synced across your revenue stack.
Why enterprise teams care

Plans that actually drive execution.

  • Single source of truth: everyone sees the same plan, playbook, and milestones.
  • Faster expansions: identified plays convert into opportunities with proof points ready.
  • Executive clarity: leadership reviews one cited plan rather than chasing slide updates.
  • Enablement loop: insights from plans feed back into content and messaging.

Customer proof

“Tribble is the AI assistant our sales team needed-answers appear directly in Slack, and the whole team adopted it instantly.”
Vincent S. · Senior Account Executive (Enterprise) via G2
Read the G2 review →
Next steps

Stand up Tribble account plans.

We’ll template your best-performing plays, connect Salesforce, Slack, Gong, and Highspot, and launch with your top accounts in two weeks.