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SPECIFICTION
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Distribute Strategic Account Plan

distribute.so

From $99/mo Free plan WebAPIBrowser extension
Visit distribute.so
Spec score 9.0 #4 of 20 in Account Planning Software

What it is

Distribute Strategic Account Plan is a free web tool that creates an AI-generated plan for a target company. Users enter the target, their own company and offering, their role and goal, and any account intelligence they have. The tool combines those inputs with research on the target drawn from public data. A plan can include company research, SWOT analysis, stakeholder strategy, messaging angles and a 30-day action plan. Users can copy and edit the result, then save it to a Distribute Digital Sales Room for continued collaboration. The page says an account is not required, but asks for an email address to send the plan and updates about new sales tools. For detailed org-chart visualization and power mapping, Distribute recommends its separate free Stakeholder Map Generator. The company says data is encrypted in transit and at rest, with role-based access, audits, penetration testing, monitoring, backups, disaster recovery and multifactor authentication. The generator is free; the listed $99/mo Dante price is for a separate product.

Spec sheet

What it does
The Strategic Account Plan tool creates an AI-assisted plan for a target account, including company research, stakeholders, messaging and actions.Read 15 Oct 2026 · distribute.so
Purpose
The free tool creates an AI-powered strategic account plan with company research, SWOT analysis, stakeholder strategy, messaging angles, and a 30-day action plan.Read 29 Sep 2026 · distribute.so
Integrations
Officially listed connections include Salesforce, HubSpot, Gong, Fathom, Gmail, Google Drive, Calendly, Loom, Zapier, Claude and ChatGPT.Read 15 Oct 2026 · distribute.so
Security
Distribute states that data is encrypted in transit and at rest, with role-based access controls, audits, monitoring, backups, disaster recovery and MFA.Read 15 Oct 2026 · distribute.so
Compliance
The security page claims SOC 2 Type II and GDPR compliance.Read 15 Oct 2026 · distribute.so
Support
The maker lists [email protected] as its contact email.Read 29 Sep 2026 · distribute.so
Founded
LinkedIn lists Distribute as founded in 2022.Read 15 Oct 2026 · linkedin.com
AI limitation
The terms warn that AI output can be incomplete or inaccurate and must be reviewed before publishing or sending.Read 15 Oct 2026 · distribute.so
AI research
Distribute says its AI researches the target company from public data and combines that research with user-provided context.Read 15 Oct 2026 · distribute.so
Call recording
Distribute records calls without adding a meeting bot, creates notes and uses AI to suggest coaching and follow-up content.Read 15 Oct 2026 · distribute.so
Chrome extension
The Chrome extension is a screen recorder and screen-capture tool for creating follow-up content and interactive demos.Read 15 Oct 2026 · chromewebstore.google.com
Company size and location
LinkedIn lists Distribute as a privately held software-development company headquartered in Austin, Texas, with 2–10 employees.Read 15 Oct 2026 · linkedin.com
Content library
A shared library stores sales decks, case studies and pricing files and reports when each shared item is opened.Read 15 Oct 2026 · distribute.so
Customer data ownership
Customers retain ownership of submitted content while granting Distribute a limited licence to host and process it to operate and improve the services.Read 15 Oct 2026 · distribute.so
Editing
Generated plans can be edited, copied and saved into a Distribute Digital Sales Room for collaboration.Read 15 Oct 2026 · distribute.so
Editing and sharing
Users can copy and edit the generated plan, then save it to a Distribute Digital Sales Room for ongoing collaboration.Read 29 Sep 2026 · distribute.so
Extension requirements
The Chrome listing reports version 1.0.17.35, a 2.71 MiB package, English language support and an August 1, 2026 update.Read 15 Oct 2026 · chromewebstore.google.com
Free access
The account-plan generator is free, requires no signup, and supports copying and sharing the result.Read 15 Oct 2026 · distribute.so
Generated output
The generator produces SWOT analysis, stakeholder strategy, messaging angles and a 30-day action plan.Read 15 Oct 2026 · distribute.so
Independent integration critique
Prospeo’s review says the core workflow is fast but considers the integrations insufficiently deep for some teams.Read 15 Oct 2026 · prospeo.io
Independent pricing critique
Tomba’s review characterizes the free offering as useful for individual reps but says per-seat costs rise quickly as a larger sales team adopts it.Read 15 Oct 2026 · tomba.io
Inputs
Users enter the target company, their own company, what they sell, their role, goals and account intelligence.Read 15 Oct 2026 · distribute.so
Integration limitation
The terms state that third-party integrations can change or become unavailable and that Distribute does not control their security or uptime.Read 15 Oct 2026 · distribute.so
Legal entity
Crunchbase identifies the legal name as Distribute Labs, Inc. and lists Andrew Mewborn as founder.Read 15 Oct 2026 · crunchbase.com
Licence
The terms identify Distribute software, documentation, models and templates as company or licensor intellectual property and grant no open-source rights.Read 15 Oct 2026 · distribute.so
Limit: automation depth
G2 feedback reports that Zapier workflows and custom data transfers can require manual CSV work or custom coding.Read 15 Oct 2026 · g2.com
Limit: onboarding and uploads
G2 reviewers mention longer onboarding for new team members, training needs for advanced features and occasional lag when processing multiple videos.Read 15 Oct 2026 · g2.com
Limit: pricing and AI accuracy
A G2 reviewer says pricing transparency and per-seat economics can trouble smaller businesses, while AI call summaries sometimes contain errors and cannot be edited before saving.Read 15 Oct 2026 · g2.com
Limit: setup and customization
AIChief notes that connecting existing call tools may require setup and that some users may want more page-customization options.Read 15 Oct 2026 · aichief.com
MCP API
Distribute exposes an MCP connector at https://api.distribute.so/mcp with tools such as search_calls, create_follow_up_page_from_call, publish_page, get_page_analytics and create_account_map.Read 15 Oct 2026 · distribute.so
MCP extensibility
The MCP connector works with Claude, ChatGPT, Cursor and custom agents, and keeps drafts private until the user publishes them.Read 15 Oct 2026 · distribute.so
One-pagers
The wider product turns sales calls into branded buyer-facing one-pagers containing items such as pricing, ROI, timelines and next steps.Read 15 Oct 2026 · distribute.so
Payment terms
Self-service subscriptions renew automatically, are generally non-refundable, and can be cancelled before the next renewal date.Read 15 Oct 2026 · distribute.so
Praise: ease and customization
G2 reviewers repeatedly praise the intuitive interface, rapid personalized content creation, customizable deal rooms and centralized sales materials.Read 15 Oct 2026 · g2.com
Praise: sales follow-up
AIChief describes the product as reducing post-call work by combining recordings, pricing, next steps and follow-up emails in one shareable page.Read 15 Oct 2026 · aichief.com
Rating on Chrome Web Store
4.0 out of 5 from 4 ratings.Read 15 Oct 2026 · chromewebstore.google.com
Rating on G2
4.8 out of 5 from 30 reviews.Read 15 Oct 2026 · g2.com
Related paid product
Distribute's pricing page lists Dante at $99/mo, month to month with cancellation anytime; it does not state a price for the free account plan generator.Read 29 Sep 2026 · distribute.so
Research
The AI researches the target company using public data and combines that research with the user's inputs.Read 29 Sep 2026 · distribute.so
Reusable blocks
The editor offers more than 30 block types, including pricing quotes, ROI calculators, timelines, tasks, charts, signatures, files and embeds.Read 15 Oct 2026 · distribute.so
Security controls
The security page lists regular audits and penetration testing, 24/7 infrastructure monitoring, automatic backup and disaster recovery, and multi-factor authentication.Read 29 Sep 2026 · distribute.so
Signup
The page says no signup is required and asks for an email to send the plan and updates about new sales tools.Read 29 Sep 2026 · distribute.so
Stakeholder mapping
For detailed org chart visualization and power mapping, the maker recommends its separate free Stakeholder Map Generator.Read 29 Sep 2026 · distribute.so
Trial terms
The Pro plan provides a 14-day full-platform trial and charges the saved card only after the trial unless cancelled.Read 15 Oct 2026 · distribute.so
Viewer analytics
Senders can see who opened a page, when they opened it and which tabs or sections they viewed.Read 15 Oct 2026 · distribute.so

Plans and prices

Account Plan Generator Free free forever no signup required · SWOT analysis · stakeholder mapping · 30-day plan · copy and share Read 15 Oct 2026 · distribute.so
Strategic Account Plan Generator Free Completely free · asks for email to send a copy and product updates Read 29 Sep 2026 · distribute.so
Pro $99 a month monthly 1 seller · unlimited call recording · unlimited one-pagers · 100+ templates · viewer analytics · e-signatures · no buyer login Read 15 Oct 2026 · distribute.so
Team $799 a month monthly up to 10 sellers · shared templates · team deal, call and follow-up view · quiet-deal alerts Read 15 Oct 2026 · distribute.so

Every Distribute Strategic Account Plan plan and price →

Strong points and limits

Strong points

  • Combines user inputs with public-data company research.
  • Plan can include SWOT and a 30-day action plan.
  • Users can edit and save plans for collaboration.
  • No signup required to generate a plan.
  • Free to use.

Limits

  • An email is requested to deliver the plan and updates.
  • Detailed power mapping is handled by a separate tool.
  • The page describes no free trial.

Who it suits

It suits sales teams preparing structured plans for target accounts, especially users who want research, stakeholder strategy and next actions in one generated document. Detailed org-chart visualization and power mapping require the separate Stakeholder Map Generator.

Verdict

This free generator turns account inputs and public-data research into an editable plan with defined components. Consider the email request and separate tool for detailed mapping before relying on it for a full account-planning workflow.

Where Specifiction places it

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