Account Planning Process Design & Implementation

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  • 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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