2022 Strategic Account Plan Template

June 15, 2022

databahn has developed a comprehensive Strategic Account Plan template (.XLS) for enterprise account managers to develop a tactical plan for the target account.

The Strategic Account Plan template is designed to help the account management team effectively prepare and stay focused on the customer's business objectives 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.

The tabs in the Microsoft Excel Spreadsheet include the following:

• Executive Summary Outline - What content belongs in the Executive Summary?
• Account Management Team Members - Who needs to be included in the process?
• SWOT Analysis
• Earnings Call - Key points to look for
• Annual Report - CEO Comments & Key Financials
• Industry analysis
• Competitive landscape - Who is a competitive threat? Who are the incumbents?
• Product & Solution alignment - How does your solution align to the needs of the prospect?
• Sales Pipeline & Forecast - A template for forecasting accurately
• Decision making process outlined - Decision Makers, Recommenders, Influencers, Champions
• Success Stories & Case Studies
• Marketing Strategies & Targets - Are you running ABM programs?
• Current & Planned Projects
• Strategic Relationship Assessment - Are you asking all the right questions?
• Partner Analysis
• 1 month, quarterly, annual goals
• Key contact info
• Organizational structure - How to build & update an organizational diagram
• Divisional sub-structure
• Qualifying questions - Some example questions to ask

This Strategic Account Plan Template is intended to be a framework to build and maintain your account plan.

As with every account plan, it needs to be a living & breathing document that is constantly updated and not stashed in a desk drawer after completion. It will help all parties involved in the sales, marketing, and customer support process to work in a more collaborative and communicative way thus maximizing sales revenue from the target Fortune 1000 account.

Please add the Strategic Account Plan product to your Cart and proceed with the Check Out process. You will receive an email with the Excel file within 1 minute of finalizing the Check Out.

Please feel free to email us if you have any questions or comments.

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