Get Key Account Plan Template

The KEY ACCOUNT PLAN TEMPLATE is an essential tool for developing a strategic plan for key accounts. This guide provides you with step-by-step instructions to effectively complete the template online, ensuring you document your strategies, analyses, and goals accurately.

Follow the steps to complete the KEY ACCOUNT PLAN TEMPLATE.

1. Click ‘Get Form’ button to access the document and open it in your preferred online editor.
2. Start filling out the 'Account Snapshot' section. Input the key account's headquarters and location, their mission statement, the revenue goal for the current year, and details about the products or services you are selling. Consider opportunities for cross-selling or upselling.
3. Move to the 'Conduct a Local Analysis' section. Identify the decision makers and influencers. For each, provide their role, contact name and position, decision-making criteria that matters to them, and your strategy or purpose for meeting with them.
4. Complete the 'Devise a Strategic Account Plan' section using the SMART criteria. Record the specific opportunities, last year's revenue, this year's goal, the probability factor, activities to achieve the goals, and a timeline. Include details about your return on time invested and assess how to optimize your time and revenue.
5. Identify challenges or considerations for growth within this account and list key questions you plan to ask during meetings to gain a better understanding of their business direction.
6. Finally, in the 'Act' section, outline the key actions you will take over the next 90 days to implement your plan. This should include updating the plan quarterly.
7. Once all the fields are completed, review your input for accuracy. You can then save your changes, download a copy for your records, print, or share the filled template as needed.

Get started by filling out the KEY ACCOUNT PLAN TEMPLATE online today!