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Account Strategy Plan
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Focus AreaGoal TemplateDetailsInitial ValueTarget ValueUnitStart dateDeadlineOwner
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Develop relationships with key accountsObjective:Create a personalized outreach plan---1/1/202512/31/2025Joe Briggs
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Action:Create a customer journey map---1/1/202512/31/2025Jane Smith
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KPI:Increase customer engagement710No unit1/1/202512/31/2025-
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Objective:Increase customer loyalty---1/1/202512/31/2025-
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Action:Create loyalty program---1/1/202512/31/2025-
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KPI:Increase customer retention rate6080%1/1/202512/31/2025-
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Build a team of Account ManagersObjective:Increase Account Manager numbers---1/1/202512/31/2025-
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Action:Create a hiring process---1/1/202512/31/2025-
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KPI:Increase number of Account Managers 4 8People1/1/202512/31/2025-
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Objective:Improve Account Manager performance---1/1/202512/31/2025-
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Action:Implement training and development ---1/1/202512/31/2025-
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KPI:Increase customer satisfaction score68No unit1/1/202512/31/2025-
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Utilize technology to increase efficiencyObjective:Increase automation---1/1/202512/31/2025-
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Action:Identify opportunities for automation---1/1/202512/31/2025-
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KPI:Decrease time spent on administrative tasks82Hours1/1/202512/31/2025-
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Objective:Improve customer experience---1/1/202512/31/2025-
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Action:Implement customer service software---1/1/202512/31/2025-
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KPI:Decrease time to respond to customer inquiries 48 24Hours1/1/202512/31/2025-
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