Account planning tool
A lightweight account management workspace that turns an existing Excel workbook into a practical interface for preparing and running client meetings.
The problem
Account planning often lives in spreadsheets that grow more complicated over time. Teams end up with multiple versions, outdated organizational charts, and too much information competing for attention during a client conversation.
I wanted a simpler way to work with the information teams already maintain.
The approach
- Excel remains the record. The tool works directly with an existing workbook, keeping the underlying account information accessible outside the application
- A meeting-friendly workspace. Account plans, stakeholders, actions, and notes are organized around the work of an account conversation
- An adaptable view. Additional sections are available when needed without crowding the main workspace
- A useful meeting recap. Generate a summary of the conversation and outstanding actions, organized by owner and due date
- Protected updates. Changes are saved back to the workbook, with safeguards for unsaved work, undo, and unreadable files
- Easy to share. The application is self-contained and can be moved or shared as a single file
The result
A portable account planning tool that makes it easier to prepare for client conversations, update stakeholder information, track follow-through, and keep the workbook as the source of record.
Diagram
Screenshots
Captured 2026-11-11 with an invented account, so no real people or companies appear.
Stack
HTML, CSS and JavaScript, SheetJS, a Python build script, Node tests and a WebKit layout check.
Evidence
A 4,500-line single-page application with automated layout checks across 13 screen widths from 320 to 2560 pixels, and 149 backlog items closed.
Links
Source: private repository.