AccountPlan QuickStart

Two weeks of emails to get you started

The QuickStart series of messages for AccountPlan will help users hit the ground running. They are all short tips with links to useful playbooks and guides over the course of the first two weeks, delivered straight to your inbox!

The messages include the following ten things;

  1. Links to user guide and useful aide-memoir for AccountPlan.
  2. Pull the account team together to focus on building a great plan.
  3. A guide to improving your relevance by aligning to customer objectives.
  4. Interpreting spend landscapes as a strategic tool.
  5. Use a rating scale to score stakeholders consistently.
  6. A guide to account management KPI’s and what they mean.
  7. See how KPI’s build the account development grid to help with segmentation.
  8. Improve goal setting using a simple flowchart to help categorise and focus future plans.
  9. Kick start activities and advance your account position with better meeting plans.
  10. How to plan for and deliver an account review with impact.

It’s possible that your manager would have signed you up. If not complete the form to sign up.


To access AccountPlan QuickStart sign up below.

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