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  • Account Plan

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    barrymhady
    909 views3 pages
    This document outlines an account plan for a customer, including the account team members, customer details, business overview, key contacts, competitive solutions installed, opportunities, and action plan. The plan provides information on the customer's core business, budget process, business and IT initiatives, and three potential opportunities for additional solutions or services.

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    account plan template

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    Account Plan Template

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    This document outlines an account plan for a customer, including the account team members, customer details, business overview, key contacts, competitive solutions installed, opportunities, and action plan. The plan provides information on the customer's core business, budget process, business and IT initiatives, and three potential opportunities for additional solutions or services.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    909 views3 pages

    Account Plan

    Uploaded by

    barrymhady
    This document outlines an account plan for a customer, including the account team members, customer details, business overview, key contacts, competitive solutions installed, opportunities, and action plan. The plan provides information on the customer's core business, budget process, business and IT initiatives, and three potential opportunities for additional solutions or services.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 3

    <Our Logo> Account Plan - <Customer Name>

    OUR ACCOUNT TEAM


    Account Manager Sales Manager Partner Account Manager(s) Solution Specialist Technical Account Manager

    ACCOUNT PLAN DETAILS Customer Details


    Parent Company Turnover Profit Employees Year-end Perception of Us Customers Core Business {Positive/Neutral/Negative} Our revenue last year Forecast for this year Customer since Location(s) Contract in place? Contract Owner {Yes/No}

    Business Overview

    Mission Statement

    Competitive Landscape

    Budgetary Sign-off Process

    Business & IT Initiatives


    Business Initiatives IT Initiatives

    Account Plan Template from www.GetSellingIT.com

    <Our Logo> Account Plan - <Customer Name>


    1. . 2. 3. 4. 5. 6.

    Key Contacts
    Role Sponsor Decision Maker Approver Influencer Procurement Name Title Comments

    Competitive Solutions Installed


    Solution Customer Perception

    Opportunities
    1 Requirement Business Driver Timescales Potential Value Sponsor Decision Maker Threats 2 3

    Action Plan
    Action Owner Target Date Status

    Account Plan Template from www.GetSellingIT.com

    <Our Logo> Account Plan - <Customer Name>

    Account Plan Template from www.GetSellingIT.com

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