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2023 Strategic Account Plan Template

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2023 Strategic Account Plan Template

January 17, 2023

What is the Strategic Account Plan used for?
The Strategic Account Plan Template is used to build and organize Major Account Plans.

 

Who developed the Strategic Account Plan template?
databahn developed this comprehensive Strategic Account Plan template (.XLS) for enterprise account managers to develop strategic and tactical plans for a selected target account. Most of our clients are targeting Fortune 500 or Global 2000 companies and they find this template helpful to organize their plans in a simple Excel spreadsheet.

Why did the databahn team build the Strategic Account Plan template?
The databahn team designed and built the Strategic Account Plan template 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.

 

What is included in the Strategic Account Plan template?

There are 24 tabs in the Excel spreadsheet Strategic Account Plan template (.XLS). The first few tabs will help you build an Executive Summary Outline, identify all of your Account Team Members & their contact info and generally organize all of the people and documents you need to start the process. 

The next several tabs will help you build a SWOT analysis and identify documents you need to research like the target company's annual report, earnings call, proxy statement, ESG report, and investor day presentations. These documents will be key to uncovering corporate strategies and areas where they are investing in their business.

There is a tab that will guide you through the competitive intelligence gathering process. For example, how to identify the presence of your competition and where they are doing business with your customer.

The Strategic Account Plan template also includes tabs on how to align your products, services, and solutions to your strategic prospect's business and their executive decision makers, recommenders, influencers and your champions.

 

Will the Strategic Account Plan template help me with my sales forecast?
Building a sales forecast can be part science and part intuition. The template will help include all of the elements to make it a matter of fact process. There is a tab that will help build monthly, quarterly, and annual goals and objectives that will align to your quota and forecast as well.

 

Does the template include a tab to help me build an org chart?
Yes, there are tabs to help guide you through the contact development process and how to build and update an org chart. In addition, there are some example prospecting and qualifying questions.

 

Once the Strategic Account Plan template is completed, what do I do with it?

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.

 

How do I purchase the Strategic Account Plan template?
Please add the Strategic Account Plan product to your Cart and proceed with the Check Out process. You will receive an email with a link to download the Excel file within 1 minute of finalizing the Check Out process. 

 

Express Check Out Link {go here]

 

2023 Strategic Account Planning Process

 

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