Making yourself indispensable to customers means helping them move the needle. And that means turning big ideas into clear action plans.
Create proactive account plans, ensuring rationale, next steps, and the vision for success are all clear—to your team and to your customer.
Our Account Planning templates help you stay on strategy by establishing clear objectives supported by meaningful tactics and ownable tasks..
Add value to customers and internal stakeholders at every step of the planning process. Alignment is critical to successful execution.
The devil’s in the details. No matter how strategic your plan, it won’t work unless you stick to it, day after day.
Keep track of who owns what, when it’s due, current status, and real-time budgets.
Be transparent with your clients along the way—and always raise flags sooner than later.
With so many contributors and so many moving pieces, it’s important everyone have access to all the key information at all times.
Store notes, emails, and contact reports in one single place, giving every team member visibility into what their colleagues—and customers—are doing.
Assign clear tasks to individual owners. Your team will work more efficiently and effectively when everyone knows exactly what they’re doing, and why.
