FREE 10+ Account Plan Samples in PDF

Account managers, business plan marketers, and sales professionals are the experts in ensuring the success of sales efforts of their clients and delivering increased revenue to their companies. They utilize various sales plan templates and strategies to improve their marketing campaign, nurture client relationships, and enhance their lead generation. With an account planning approach, account managers can maintain long-term relationships with their existing accounts effectively.

10+ Account Plan Samples

1. Key Account Plan

2. Medical Account Plan

3. Control Account Plan

4. Spending Account Plan

5. Student Investment Account Plan

6. Commuter Account Plan

7. Revolving Charge Account Plan

8. Reimbursement Account Plan

9. Eligible Individual Account Plan

10. New Account Plan Check

11. Directed Account Plan

What is an Account Plan?

Account planning refers to the strategy that allows sales, marketing, and account management experts to utilize marketing management and approach for their existing clients. To create an effective account plan, an account manager performs research on their target audience and identifies their motivations and needs then applies it to their marketing plans. The account plan they formulated will help in establishing value-driven relationships with their clients which also provide long-term development and retention.

How to Make an Account Plan?

Instead of selling to your customers, account planning allows you to collaborate closely with your clients to establish a strategic partnership with them. Account managers also use sales account plan templates which enable them to efficiently list details such as their company’s size, key members, timelines, a list of competitors, and the market share of their company as well as a planned sales process.

1. Understand the Position of the Current Accounts

Researching the positions of the current accounts you are handling helps you understand their relevant data like their revenue, profitability, growth, location, and projects. You can compile and analyze this data to identify the most effective strategies for their account growth, advantageous relationships, and enhanced revenue growth.

2. Determine What Your Client Needs

You can provide your clients with offers that will help their accounts by identifying and prioritizing their needs. This includes information about the challenges, issues, and concerns they are facing.

3. Perform Account Management

A strategized account management method allows you to organize your communication and marketing services with your customers. You can work with a professional account manager to track and record contacts, sales progress, financial reports on settlements, and changes in the contracts of the current accounts you are managing. 

4. Make a Roadmap of Relationships

You can create a roadmap of the relationships within your accounts by using visual representations of their company and including each of their key member, job title, and relation to each other.

5. Maintain the Accuracy of the Records

Ensure that you are maintaining the accuracy of your records by regularly updating your account information and relationship maps as they evolve and as new accounts are added to your customer base.

FAQs

An account plan template is a digital document or printable strategic plan that is usually used by B2B companies. This template enables account managers and sales executives to identify the challenges and concerns that their customers have and provide them with actionable solutions which could later benefit their business. It is also an effective sales management tool as it helps account managers to provide the most effective solution to each issue that a client has while identifying and avoiding risks and limitations.