Strategic Account Plan Template

M

Marcus Lee

@marcus-lee

·

Comprehensive strategic account plan for major accounts with goals and action plans.

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Share this prompt:
Build a strategic account plan for {{account_name}}.

Current relationship:
{{current_relationship}}

Revenue history: {{revenue_history}}
Growth potential: {{growth_potential}}

Create a comprehensive account plan:

1. Account Overview
   - Business summary and strategy
   - Key initiatives and priorities
   - Organizational structure

2. Relationship Map
   - Current contacts and strength
   - Stakeholders to develop
   - Political landscape

3. Opportunity Assessment
   - White space analysis
   - Expansion opportunities
   - Competitive threats

4. Account Goals
   - Revenue targets by quarter
   - Relationship objectives
   - Strategic wins to pursue

5. Action Plan
   - 90-day priorities
   - Key milestones
   - Resources needed

6. Success Metrics
   - How we will measure progress

Details

Category

Business

Use Cases

account planningstrategic sellingenterprise accounts

Works Best With

gpt-4oclaude-sonnet-4
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