Account Planning Strategy

$5.00 USD

All prices are inclusive of your local country tax (e.g. GST, VAT)

The AM-Insider Account Planning Strategy will help to super-charge your Account Management career - guaranteed!

Resource code: APS1-0814
Author: Sarah Ritchie
Last updated: August 2014
Format: One Microsoft Word template for editing

How will this resource help me?

Being able to complete a yearly (or 6-monthly) client account plan means you understand your client well, and know what it takes to drive the relationship with your client forward.

The Account Planning Strategy asks all the meaty questions that are the basis on which our Account Management life revolves. The sections include:

Account Summary
Client profile
Client organisation chart
Contacts
Type of work
Suppliers
Needs
Client service ranking (12 criteria)
Value proposition
Opportunities
Strategies
Account involvement and growth
Risk factors
Action plan

This is the single most essential tool that every Account Manager, every Manager, and every agency should have in their toolbox!

Template features:

Premium Resource - exclusive to AM-Insider.
One template.
Created in Word for Mac 2011 (.docx) and cross-compatible with Word for PC.
Fully customisable.
Simple, easy-to-use template.
Download includes a support file.
Risk-free, 100% satisfaction guarantee (or your money back).