[eBook] How to Build a Winning Account Plan

If you’ve heard about creating an account plan or account management but you haven’t yet dipped a toe in, here’s what you need to know:

Many times, we find that key accounts are ripe with other/bigger opportunities. Whether you can cross-sell or upsell, maybe you have a chance to expand, or you’ve added some additional features that you know a current account would find beneficial. Whatever the opportunity, we’re willing to bet there’s something you haven’t run across yet. That’s where account planning comes in.

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Account manager on the phone with a client

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Your teams should constantly be evaluating their current accounts. The best and most customer-centric way to do that is to stay in touch. However, even if they haven’t been keeping up with the Kardashians, they are likely to hear about acquisitions, expansions, and other hot off the presses information. And that’s aside from just being knowledgeable about the services/tools/upgrades you’ve added to your solution. By staying in the know, account planning comes easily.

When there’s a shift, you can get in front of competitors by keeping your finger on the pulse.  By keeping accurate records, you’ll know who to reach out to and how. And with regular contact, you may be able to upsell before you even realize it! (Okay, that last one is a stretch, but who knows?)

Image of Account Planning TemplateAgain, if this is your first time creating an account plan, don’t worry. We have everything you need, including a template for account planning that will get you off the ground. We have a brand-new eBook that fully explores the details of account planning while also offering you the essential tools your team needs to collaborate on account management. Learn more and get your eBook now.



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