How to Build a Winning Account Plan


A Template for Account Planning & Execution

A solid account planning and execution process allows sales teams to see avenues to revenue growth.

This e-book contains a downloadable template that account teams can use to strategize plans to successfully navigate:

✔️ Key Stakeholder Relationships

✔️ Strategy Alignment

✔️ Deal Limitations, Barriers, and Risks

✔️ Potential Wallet Share

✔️ Cross-sell and Upsell Opportunities

... And More!