Strategic Account Review Template

Revegy has developed this account planning template which incorporates account planning best practices to be utilized by your strategic accounts regional national or global sales teams.

Strategic account review template. The strategic account plan is designed to help the account management team effectively prepare and stay focused on the customer s business objectives and goals to ensure they achieve the planned results create a consistent experience for the customer and ultimately identify how they can make a positive impact on the customer s business. One of the most important components of strategic account planning is understanding that in almost every deal a gap exists. A strategic account review is a process every account manager should be going through every 6 months. It might talk about the opportunity to roll your product out to additional groups or divisions for example.

A strategic plan is a roadmap to grow your business. The second best time to start is now. Those kinds of goals will translate to your qbrs and that executive meeting is a great opportunity to move the customer in the direction you desire. Strategic account planning how to get from good to great.

It s important to establish the frequency with which you and your client are going to review the success or failure of the plan. Your clients are fresh from the holidays and full of resolutions to make this year different. For large clients typically this will be quarterly. Too often the account team rush straight into the next project without stopping to look at what results they achieved for their client for the current project.

So strike while the iron s hot and the motivation to change is high. A strategic account plan template will enable sales management and account executives to design develop and execute a cohesive and integrated sales plan that will facilitate the winning of new business increase market share and the expansion into existing accounts expand share of wallet. In many cases this is due to the cumbersome manual nature of the tools provided throughout the process see previous paragraph. The best time to start your key account planning is at the beginning of the year.

The template is designed to help achieve consistency in your core planning processes and to establish a common. A few things before you start. For smaller clients it ll be every 6 months. Strategic account plan template step 4.

To help you succeed use this proven strategic plan template and the information below details the 13 key sections you must include in your. If the account is a new business enterprise prospect for instance then it s unlikely that the first conversation or even the first year of conversations will uncover every single business opportunity available.