Overview
Account plan
EXECUTIVE SUMMARY
Add an executive summary. This summary should start with a succinct overview of the company and client, highlighting core challenges and opportunities. Clearly articulate primary goals, ensuring they are measurable and have specific targets. Briefly summarize the key strategies designed to achieve these objectives. Incorporate a concise analysis of the competitive landscape and emphasize your company's unique strengths. Conclude with a high-level financial projection and a compelling call to action, encouraging stakeholders to review and support the plan.
ACCOUNT OVERVIEW
Account information | |
Name | Person |
Email address | |
Phone number | (000) 000-0000 |
Address | Place |
Communication preference | Phone |
Company profile | |
Company name | |
Industry | |
Company size | 1-10 employees |
Annual revenue | $0,000,000.00 |
Vision | |
What problems are they trying to solve | |
How are they going to solve them | |
What value can we add or how we can help |
Past and current sales | Future opportunities | |||
Product | Value | Product | Value | |
Product name | $000/month | Product name | $000/month | |
Product name | $000/month | Product name | $000/month | |
Product name | $000/month | Product name | $000/month | |
HEADWINDS / BLOCKERS
- Identify potential challenges or obstacles that may impede progress towards achieving the account objectives
- Consider internal factors within the account, such as budget constraints, decision-making processes, or existing vendor relationships
- Account for external factors, such as competitive landscape, market trends, or regulations
- For each identified headwind or blocker, outline potential mitigation strategies or contingency plans
REQUESTS
- Define requests or actions needed to advance the account strategy
- Include requests for internal resources, such as personnel, budget, or marketing
- It may also entail requests directed towards the account, such as access to key decision-makers, participation in specific events, or collaboration on joint initiatives
- Ensure that each ask is specific, measurable, achievable, relevant, and time-bound
Background
BACKGROUND
History with the company
In a paragraph or less, provide an overview of the history with this company. This could include interactions, key events, communications, and milestones.
Key decision-makers
Name | Title | POC | Contact information | Notes |
Person | Title | Person | Add information | Add notes |
Person | Title | Person | Add information | Add notes |
Person | Title | Person | Add information | Add notes |
Current product and services
- List the types of products and services this customer prefers
- Preference 2
- Preference 3
Account strategy
ACCOUNT STRATEGY
Indicate how the account strategy plan aligns with the overall goals of the account. Explain how the strategy will be used to pursue specific initiatives to help achieve company goals.
ACTIONS | RESOURCES | METRICS | DUE DATE | OWNER |
Add action | Add resources |
| Date | Person Person |
Add action | Add resources |
| Date | Person Person |
Add action | Add resources |
| Date | Person Person |
Add action | Add resources |
| Date | Person Person |
Add action | Add resources |
| Date | Person Person |
Competitive and SWOT analysis
COMPETITIVE ANALYSIS
Describe their competitors
- List companies offering similar products or services. Be specific and include large and small competitors.
- Consider alternative products or services that might meet the same customer needs
Summarize their competitive advantage
- Clearly articulate how your client differentiates itself from the competition
- Highlight market opportunities
- Support the competitive advantages with data whenever possible
INNOVATIVE | |||
HIGHER PRICE | Competitor | CompanyCompetitorCompetitor | LOWER PRICE |
CompetitorCompetitor | Competitor | ||
CONVENTIONAL | |||
SWOT ANALYSIS
Strengths | Weaknesses |
Internal factors that give the account a competitive advantage. Focus on unique capabilities, resources, or market position. Examples: Strong brand reputation, innovative products, loyal customer base, efficient operations, skilled workforce. | Internal factors that can hinder the account's progress. Identify areas for improvement or potential vulnerabilities. Examples: Limited market share, outdated technology, high costs, lack of skilled personnel, weak distribution network. |
Opportunities | Threats |
External factors that the account can use for growth or improvement. Identify emerging trends, market gaps, or favorable conditions. Examples: New market segments, technological advancements, changing regulations, economic growth, competitor weaknesses. | External factors that can negatively impact the account. Identify potential risks and challenges. Examples: Intense competition, economic downturn, changing customer preferences, disruptive technologies, regulatory changes. |
Interaction log
INTERACTION LOG
Date | POC | Type of interaction | Notes | Next steps |
Date | Person | Meeting | Interested in new product | Ongoing |
Date | Person | Phone call | Notes | Resolved |
Date | Person | Notes | Escalated |
ACTION ITEMS
Action item | Assigned to | Deadline | Status |
Send customer new catalog | Person | Date | Completed |
Action item 2 | Person | Date | Completed |
Action item 3 | Person | Date | Completed |
MEETING NOTES
To add a meeting notes building block, type “@meeting notes”. Search for or select a meeting to add attendees, notes, and action items.