Get Engaged
Making yourself indispensable to customers means helping them move the needle. And that means turning big ideas into clear action plans.
Make Action Plans that Make a Difference
Kapta makes it easy to plan, collaborate, and stay on strategy—internally and with your customer.
Think strategic. Be specific.
Create proactive account plans, ensuring rationale, next steps, and the vision for success are all clear—to your team and to your customer.
Account Plans
Our Account Planning templates help you stay on strategy by establishing clear objectives supported by meaningful tactics and ownable tasks..
Kapta Best Practices
Add value to customers and internal stakeholders at every step of the planning process. Alignment is critical to successful execution.
Stay Organized
The devil’s in the details. No matter how strategic your plan, it won’t work unless you stick to it, day after day.
Contracts and Deliverables Tracking
Keep track of who owns what, when it’s due, current status, and real-time budgets.
Kapta Best Practices
Be transparent with your clients along the way—and always raise flags sooner than later.
Work Together
With so many contributors and so many moving pieces, it’s important everyone have access to all the key information at all times.
Collaboration Hub
Store notes, emails, and contact reports in one single place, giving every team member visibility into what their colleagues—and customers—are doing.
Kapta Best Practices
Assign clear tasks to individual owners. Your team will work more efficiently and effectively when everyone knows exactly what they’re doing, and why.
A Proven History of Success
“Kapta gives us a compass for account engagement and delivering measurable results.”
Dennis Rose
Chief Revenue Officer, Sohonet
