Account Planning Strategy

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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
Plan for success!

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).

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