HTML Preview Sales Account Management Plan page number 1.
Sample Account Planning Template
Developed by Revegy, Inc.
The Essential Components of a Highly-effective Account Plan*
I. Customer Landscape
• Relationship Map
• Whitespace Map
• Strategy Map
• Project Status
• Customer Value Scorecard
II. Revenue Snapshot
• Financial Information
• Revenue Summary
• Spend
• Current Opportunities
• Projected/Hypothetical Opportunities
• Won Opportunities
• Opportunity Summary Analysis
III. Account Goals (Revenue, Relationship, Customer Success)
• Internal Action Plan
• Risk/Barriers/Limitations
IV. Plan Administration
• Account Overview
• Account Team Information
* Revegy Advice – we strongly recommend using sales process maps and execution playbooks to ensure consistent execution on
your account plans. A process map should be a visual, interactive representation of your account plan that helps improve the
effectiveness of your entire sales team by getting everyone focused on high-value execution activities, delivery of the right sales
assets at the right time (and to the right individuals), and knowing the best next steps to win deals and expand key accounts.
Click here to learn more about Revegy’s Execution Playbooks.
Revegy has developed this Account Planning Template which incorporates account planning best
practices to be utilized by your strategic accounts, regional, national, or global sales teams. The template
is designed to help achieve consistency in your core planning processes and to establish a common
language across these disparate sales organizations.
Developing a discipline of strong account planning will offer a vehicle for development of highly-effective
account strategies and tactical opportunity execution plans. It should also provide a valuable mechanism for
enabling collaboration across your internal sales teams and with your customer teams – all while produce
greater management visibility and insight into current and historical activities and future account potential.
Customer Landscape Revenue Snapshot Account Goals Plan Administration