Account Team Record

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

For managers who need to keep track of what there teams are up to! 

  • Resource code: ATR1-0914
  • Author: Sarah Ritchie
  • Last updated: September 2014
  • Format: One Microsoft Excel template for editing

How will this resource help me?

Designed as an internal document for Managers, Group Account Directors and Account Directors. The AM-Insider Account Team Record helps you to maintain an accurate record of your current client accounts and the teams allocated to service them.

You'll easily be able to sort your accounts by client, brand, annual forecast and individual team members.

The Account Team Record will allow you to see who works on each account, the number of accounts per team member and the structure of account management for each client. This information will help in assessing workload and re-allocation of clients as required.

Template features:
  • One template.
  • Created in Excel for Mac 2011 (.xlsx) and cross-compatible with Excel 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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