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Free Account Planning Template

Free Resource

account-management

A strategic template for your account-based marketing, sales, and management.

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This Account Planning Template contains sections for:

  • Business Overview
  • Key Business Initiatives
  • Customer Relationship Landscape
  • Customer Products and Revenue
  • Account Competitor Analysis
  • Buying Process & Selling Points
  • Relationship Goals & Strategy
  • Sales Opportunities, Targets & Risks
  • Action Plan

Get started with your account planning.

Whether you're a marketer, salesperson, or customer success manager, you need a more strategic approach to earn the delight and business of your key accounts. 

With this template, you can customize a strategy for each of your accounts, regardless of where they are in your journey with them. 

When paired with your account-based marketing software, this template can keep your thoughts and actions purposeful and organized in your quest for earning and keeping more major accounts. 

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