Account Plan Template and Worked Example
Plan how to grow and protect a key account.
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Create an account plan for a key customer. Customer profile (industry, size, structure): [CUSTOMER_PROFILE]. Current relationship and revenue: [RELATIONSHIP_AND_REVENUE]. Their strategic goals (from conversations): [CUSTOMER_GOALS]. People and roles: [PEOPLE]. Competition and risks: [COMPETITION_AND_RISKS]. Return an account plan with sections: 1. Snapshot: revenue, products, contract dates, health (green, amber, red) with reasons. 2. Stakeholder map: name or role, influence, relationship strength (1 to 5), last contact, goal for the next 90 days. 3. Customer goals mapped to our value: a table of their goal, how we help, evidence, gap. 4. Opportunities: expansion ideas ranked by value and effort, with the first step for each. 5. Risks: churn signals, competitor activity, budget changes, key-person changes, and mitigations. 6. 90-day action plan: action, owner, due date, success measure. 7. Executive sponsor plan: who contacts whom and when. 8. Metrics and review cadence. Provide a short worked example with a fictional customer, so I can see the level of detail. Rules: base statements on the information supplied; flag assumptions; keep the plan to two pages. Use customer data responsibly and only share internally.
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