How to Create an Insanely Easy Strategic Account Plan + Template
Account Manager Tips
NOVEMBER 25, 2022
Table Of Contents. Strategic account planning process 1. Have a conversation with your client Where are we? Where do we want to go? What changes have to be made? How should changes be made? How should progress be measured? 2. Evaluate and prioritise your goals 3. Create your strategic account plan Categories Objectives Initiatives 4. Review and revise your account plan Strategic account plan Excel template Strategic account planning resources.
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