Customer & Revenue · Account Plan

Grow a key account

Map stakeholders, line up pursuits, set the account strategy and action plan, and score the plan before the QBR.

A scored account plan, ready for the QBR

Build the account Overview, map Stakeholders by role and stance, define Pursuits, and write the account Strategy and Action Plan. The health check scores the plan and shows what is missing; export as PDF, CSV, or the QBR Deck.

Account Plan

Plan one key account end to end, then score it before the QBR.

  • Stakeholder mapTag each contact by role, influence and sentiment.
  • PursuitsTrack each opportunity by stage, value and probability.
  • Account strategySet objectives and write the strategic narrative.
  • Coach's ReviewRed-team the strategy and see if it is ready for the QBR.
  • Action PlanAssign activities with owners, due dates and status.
  • Score PlanScore the plan and see where it is thin.
  • Health CheckCheck the health of the account relationship.

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