How to Build a Winning
Account Plan
Learn how to spot untapped opportunities in your current accounts—and use account planning to turn them into revenue.
If you’ve heard about account management or account planning but haven’t taken the plunge yet, this guide is your starting point. The truth is, many key accounts are full of growth potential just waiting to be discovered—through upselling, cross-selling, expansion opportunities, or aligning new features to evolving customer needs.
Account planning helps your team stay proactive, informed, and ready to engage at the right time with the right message.
What you’ll learn from this guide:
Why even your best accounts likely have untapped revenue opportunities
How to use current intel—like org changes or expansions—to stay one step ahead
The essential elements of a strategic, repeatable account planning process
How Revegy’s Account Planning Template can help your team stay aligned and act fast