Account Planning

Account planning refers to the sales process of developing customized strategies and plans for high-potential individual accounts. The aim is to orchestrate pursuit approaches tailored to each key account’s unique needs, history, relationships, and opportunities.

Insights regarding the account’s business challenges, priorities, decision team, required capabilities, and anticipated timeline all contribute to shaping targeted account plans. Strategies may address messaging, value propositions, pricing, technical requirements, and competitive differentiation.

Well-conceived account plans enable coordination across sales, marketing, service, engineering, and finance to present unified solutions. Ongoing reviews and adjustments keep plans current as account situations evolve.

Documented account plans provide helpful reference guides for all functions interacting with the account. They encapsulate and share knowledge to maximize value delivery and sales growth.