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Request strategy lets you ask ShiftUp to draft a new Sales Strategy for an Account Plan directly from the plan’s Strategies tab. ShiftUp uses the plan’s account intelligence to propose two strong directions and asks which one you want to develop — or whether you have another idea in mind. Use this when:
  • The plan has no strategies yet and you want ShiftUp to propose one.
  • ShiftUp has surfaced strategies, but none match the angle you want to pursue.
  • You have a specific direction in mind and want the AI to develop it grounded in the account’s context.

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Prerequisites

  • Access to the Account Plan.
  • The plan must have account intelligence available — ShiftUp needs the intelligence to ground the request. On a brand-new plan, wait for the initial refresh to finish; the Request strategy action stays hidden until intelligence is ready.

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Request a strategy

  1. Open the Account Plan and select the Strategies tab.
  2. Click Request strategy in the upper right.
    If you don’t see the button, the plan’s account intelligence hasn’t finished generating yet. Wait for the plan to refresh — the button appears once intelligence is available, whether or not the plan already has strategies.
  3. The right-side Chat panel opens, anchored to the current Account Plan. ShiftUp automatically submits a prompt asking it to review the available intelligence and propose two directions.
  4. Read the two suggested directions ShiftUp returns. Each includes the angle, why it fits the account, and the pain hypothesis it would target.
  5. Reply in Chat with one of:
    • Pick one of the two — for example, “Let’s develop direction 2.”
    • Suggest your own angle — describe the direction you want to pursue; ShiftUp will ground it against the same intelligence.
    • Ask for alternatives — ask ShiftUp to try again with a different angle or focus.
  6. Confirm the direction. ShiftUp drafts the full strategy — hypothesis, pain points, stakeholders, business case, and MEDDPICC scaffolding — and it appears in the plan’s Strategies tab when it’s ready.

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Tips

  • Bring your own context. ShiftUp Chat can look across ShiftUp data and out to public sources. If you know something the intelligence doesn’t — a recent conversation, an internal signal — mention it in the reply; the drafted strategy will use it.
  • Iterate before you commit. You can keep refining directions in the same Chat thread before asking ShiftUp to draft the full strategy.
  • Activate when ready. A requested strategy lands in the New state on the Strategies tab. Follow Activate or archive a strategy to move it into your active pipeline and link it to a Salesforce opportunity.
  • Account Plan — the record Request strategy runs from.
  • Sales Strategy — the record ShiftUp drafts for you.
  • ShiftUp Chat — the assistant that runs the request.
  • Pipeline agents — for continuous, goal-driven discovery across your territory rather than a one-off request on a single plan.