Description

The Account Plan - a Tactical Discussion

This is the third in a series of discussions around tactics.  This week we discuss the tactical side of building an Account Plan.  

The Account Plan is a living, breathing document, it is not static.  It serves multiple purposes. 

1. It helps the account rep/account executive/account manager maintain focus.
2. It can be used as a project management tool.
3. It can be used for reflection.
4. It can support collaboration.
5. It can be used as an Executive Summary.

Questions Addressed

• Why do we use an Account Plan?
• Where do we start with the Account Plan?
• How can the Account Plan support onboarding a new rep?
• What are the major components that make up the account plan?
• Where do the Call Plan, Account Plan, and Territory Plan fit into the Catalyst Sale approach?

The Catalyst Sale Account Plan

• Start with Why - Why does it make sense for the customer and the organization to enter into a business relationship.
• Document the Project Plan/Major Milestones
• Capture the Story - Who, What, Why, When, How - Identify the Stakes
• Possible Impact Questions

Call to Action

How do you apply Account Planning in your current role?  Share your feedback and approach with us via twitter, facebook or LinkedIn.

Show Links

• Catalyst Sale Account Plan Template
• Catalyst Sale Mastermind in Orlando in August
• Send us your Questions
  • Twitter
  • hello@catalystsale.com 
• Catalyst Sale - Live Chat
• Catalyst Sale - Podcast List

Thank You 

Thank you for rating and reviewing the podcast via iTunes, Google Play, or your favorite podcast platform.  Ratings & reviews help others discover the podcast - thank you for helping us get our message out to the community.

Please send listener questions and feedback to hello@catalystsale.com or contact us directly on twitter, facebook or LinkedIn.

Catalyst Sale Service Offerings

Growth Acceleration - Plateau Breakthrough

Product Market Fit

----------------------

Subscribe to the Catalyst Sale Podcast

Subscribe via iTunes

Subscribe via Google Play

Catalyst Sale

In every business, in every opportunity, there is someone who can help you navigate the internal challenges and close the deal.  There is a Catalyst.  We integrate process (Catalyst Sale Process), technology and people, with the purpose of accelerating revenue. Our thoughtful approach minimizes false starts that are common in emerging markets and high-growth environments. We continue to evolve our practice based on customer needs and emerging technology. We care about a thinking process that enables results versus a process that tells people what to do. 

Sales is a Thinking Process.