To run this task you must have the following required information:

> Customer name. Ideally also: industry, company size, current products used, key stakeholders (names and roles), contract/renewal date.

If you don't have all of this information, exit here and respond asking for any extra information you require, and instructions to run this task again with ALL required information.

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You MUST use a todo list to complete these steps in order. Never move on to one step if you haven't completed the previous step. If you have multiple CONSECUTIVE read steps in a row, read them all at once (in parallel). Otherwise, do not read a file until you reach that step.

Add all steps to your todo list now and begin executing.

## Steps

1. [Read Work Overview]: Read the file at `documents/work/overview.md` into context (Load your company context for positioning)

2. [Read Sales Planning Guide]: Read the documentation in: `skills/sauna/[skill_id]/references/sales.planning.guide.md` (Account plan template and structure)

3. [Read Company Directory]: Discover relevant information in the user's filesystem at `documents/knowledge/companies/*.md`. (Check for existing customer company data)

4. [Read People Directory]: Discover relevant information in the user's filesystem at `documents/knowledge/people/*.md`. (Check for stakeholder profiles)

5. Check `documents/knowledge/companies/*.md` for existing data on this customer.
Check `documents/knowledge/people/*.md` for any known stakeholders.
Use this context to pre-fill what's known.

Validate you have the required inputs for a complete account plan:
- Customer name (required)
- Industry and company size
- Current product usage / adoption level
- Key stakeholders and their roles
- Contract or renewal date
- Known priorities or business challenges

If critical inputs are missing, ask the user before proceeding. For optional fields,
note them as "TBD" in the plan and suggest the user fill them in later.


6. Generate the account plan following the Strategic Account Plan template in the guide.
Use context from `documents/work/overview.md` to inform:
- How your product addresses their priorities (value props)
- Competitive positioning if relevant
- Expansion opportunities based on your product portfolio

Output as a complete, copy-ready markdown document.


7. If the user shared new company or product context not already in `documents/work/overview.md`,
offer to save it: "Want me to save this context to your sales profile for future use?"


8. Save customer context to `documents/knowledge/companies/*.md` if new company data emerged
(filename: customer-slug.md with relationship: customer).
Save stakeholder profiles to `documents/knowledge/people/*.md` if new contact data emerged
(filename: firstname-lastname.md with relationship: customer_stakeholder).