---
title: "Account Plan Review"
section: "Agent store — Sales — Territory and Account Planning"
canonical_url: "https://leverge.ai/agents/sales/territory-and-account-planning/account-plan-compliance"
category: "Sales"
process: "Territory and Account Planning"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Account Plan Review

Check an account plan against what a plan is supposed to contain — whether its actions have owners, whether its targets are grounded, and whether it says anything the data does not support.

## At a glance

- Business function: Sales
- Process: Territory and Account Planning
- Runs: run on demand
- Run cost: 6 credits
- Uses a knowledge base: no

## What it needs

- **Account plan** (file upload) — The plan as the rep wrote it.
- **Plan standard** (form)

## How it works

1. Reading the plan
2. Reviewing against the standard
3. Writing the review

## What it returns

- **Plan quality** (score)
- **Against the standard** (verification checklist)
- **Review** (markdown doc)
- **Claims the plan does not support** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/territory-and-account-planning/account-plan-compliance — Leverge