---
id: "action-account-planning"
type: "action-item"
source_timestamps: ["§ Myth 2"]
tags: ["account-management", "b2b"]
related: ["concept-b2b-gen-ai"]
action: "Use Gen AI to synthesize public news and internal notes into B2B account plans."
outcome: "Reduce manual research effort by 90% and better identify high-potential opportunities."
speakers: ["Doug J. Chung", "Candace Lun Plotkin", "Siamak Sarvari", "Jennifer Stanley", "Maria Valdivieso"]
sources: ["attention"]
sourceVaultSlug: "hbr-seg-attention"
originDay: 4
articleStem: "hbr-cl-90-genai-myths-sales-marketing"
sourceUrl: "https://hbr.org/2025/02/5-gen-ai-myths-holding-sales-and-marketing-teams-back"
sourceTitle: "5 Gen AI Myths Holding Sales and Marketing Teams Back"
---
# Automate B2B Account Planning

## Action: Automate B2B Account Planning

**Do this:** Use Gen AI to automatically capture public information (announcements, news) and internal meeting notes to generate timely **account plans** and intelligence for medium and large enterprises.

**Expected outcome:** **Reduce manual research effort by 90%** and better identify and close high-potential opportunities (the telecom case).

**Myth addressed:** Myth 2 — the operational form of [[concept-b2b-gen-ai]].