Account Planning Process Design & Implementation
- Develop an effective process to assess local markets and identify priority accounts
- Profile accounts and identify account opportunities
- Prioritize opportunities using effective planning tools
- Design and development of an on-line account plan template to house account plans
- Develop effective account strategies & tactics that drive growth
- Implement and refine account plans to optimize impact
- Gain access into challenging accounts by developing account sponsors
- Map decision roles and stakeholders responsible for account decisions
- Navigate effectively using networking & referral techniques
- Develop account advocates that work behind the scenes to support efforts
- Ask effective questions that lead to identification of customer priorities
Project Deliverables
*Process to consistently profile accounts and develop effective account plans
*Customized on-line account plan template
*Key skills required to optimize the engagement of key decision makers
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