key account business plan template

Key Account Management: The Ultimate Guide

Published: February 28, 2023

A key account is one of your company's most valuable customers. These customers demonstrate value in a few ways:

key account manager meeting with a client

They represent a disproportionate percentage of revenue,
they refer new prospects to your company, and
they give your business credibility in their industry.

However, "value" is subjective, and your organization needs a strict way to define and execute key account management.

In this comprehensive guide to key account management, you'll learn:

What Key Account Management is
The Role of a Key Account Manager (Including a Job Description Template)
Key Account Management Strategy (Including a Free Template)

How to Identify Key Accounts

Key account management best practices, what is key account management.

Key account management is a business strategy where an organization provides personnel and resources to valuable clients in order to develop a mutually beneficial relationship. The goal of key account management is to sustain or grow profits from these large accounts.

Free Account Management Template

A strategic template for your account-based marketing, sales, and management.

Key Business Initiatives
Account Competitor Analysis
Sales Opportunities, Targets & Risks

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Businesses that use key account management strategy reap great sales volume and long-lasting strategic relationships. Not to mention, they have a better opportunity to grow revenue from these accounts through upselling and cross-selling .

However, professional services firm BTS points out , key account programs can lead to increased costs and lower margins. That's the inevitable outcome of giving a customer greater resources and often your best discounts.

But don't be discouraged, the key to successful key account management is in the longevity of the clients, not the profit margins. Their tenure with your businesses (and the money that comes from it) more than makes up for the discounts here and there. This strategy is a perfect example of the Pareto Principle where 20% of the inputs bring in 80% of the results.

The benefits of key account management are only realized when you have the right staff in place. Let's look at the role of the key account manager and how they interact with the rest of the team.

Key Account Manager

A key account manager (KAM) is responsible for being a representative of the business to its most valuable clients. KAMs manage the key account, build strong relationships with the client, identify challenges or opportunities, and find ways to maintain success within the account.

Not only do KAMs find ways to address the client's challenges and opportunities, but they also create and present reports about the client's progress to key stakeholders.

Key Account Management Skills

Get to know the customer.
Cross-functional collaboration to benefit the customer.
Effective leadership of the key account team.
Coordination and planning of activities for complex accounts.
Strong business acumen.
Ability to use analytical skills to support a variety of clients.
Clear written and verbal communication skills.

Some companies assign their reps as key account managers to one or two customers. This setup isn’t ideal because selling and account management require different mindsets, skills, and objectives. Unless your team is prohibitively small, separate the sales and account manager roles.

A key account manager is focused on becoming critical to her customer's operations — not winning a deal.

Here are several unique skills critical to a key account manager's success:

1. Get to know the customer.

A key account manager must have an intimate, sophisticated understanding of her account's strategy, market position, finances, products, and organizational structure. Then, they’ll use this knowledge to make business cases showing how price changes, customization, and add-ons will add value.

2. Cross-functional collaboration to benefit the customer.

Key accounts don't usually buy off-the-shelf: They want a custom blend of products and services tailored to their needs. With that in mind, it's crucial a KAM can work across the organization to develop these offerings.

3. Effective leadership of the key account team.

A KAM needs leadership abilities to guide her team members (which might include a salesperson, marketer, technical support, implementation, and/or onboarding specialist).

4. Coordination and planning of activities for complex accounts.

Key account programs have a lot of moving parts. To be successful, KAMs should be capable of planning short-term and long-term plays, carrying them out, analyzing the outcomes, and applying those takeaways to their future strategies.

5. Strong business acumen.

A KAM should develop dynamic business acumen — an understanding of how a company makes money — to tell how its customers make money or keep tabs on any business changes.

With this knowledge, they'll be able to solidify their position as a trusted resource and advisor for their clients.

6. Ability to use analytical skills to support a variety of clients.

In addition to having business acumen, key account managers should have an analytical mindset. Their analytic skills will help them create and present business cases. They need to be able to think quickly and apply their knowledge to various clients and markets and be confident when presenting the information.

7. Clear written and verbal communication skills.

Key account managers are responsible for keeping clients and other stakeholders updated about any issues. Sometimes, these account managers are required to make oral presentations. As such, they need to be able to write and speak clearly.

Key Account Manager Job Description

Use this Key Account Manager job description to find and attract the most qualified candidates.

Key Account Manager vs. Account Manager

It's important to note, though, that key account managers differ from account managers. Account managers manage non-key clients that bring in less revenue or may not be an ideal product fit. Key account managers focus on only the most valuable clients of a business.

The relationship between account managers and key account managers is not hierarchical as account managers do not report to KAMs, but KAMs may sit in more senior-level roles on the same team or an adjacent team.

The Difference Between Key Account Management and Selling

Key account management and selling are very different. While a salesperson focuses on the short term — by necessity — a key account manager (KAM) prioritizes the future.

Sales reps also zero in on specific opportunities, while KAMs have broader goals, including collaborating with the customer on mutually beneficial projects, helping the customer meet their objectives, and making sure the customer is getting the necessary support.

If you're hiring a key account manager for the first time, one of the first duties they perform may be selecting the key accounts that they'll serve. There are many factors to consider when carrying out this task, but below, we get you started with some of the most common criteria.

SBI recommends choosing three to five selection criteria when identifying key accounts. This limitation allows your new KAM to focus on business need and impact.

Here is a list of 10 to choose from when identifying key accounts for your business:

Product Fit: The size of the target market that this client has access to who would use the product or service your company sells.
Average Transaction Size: The amount of money the account spends with your business, on average.
Revenue Potential: The amount of money the account could spend with your business in the future.
Purchasing Process: The process by which the client purchases your product. ie: Do they purchase with just one decision maker? Is there a group who decides what to purchase? How long does payment processing take?
Partner History & Potential: Are they currently or were they formerly a partner with your company? Do they have the potential to be a partner in the future?
Customer Tenure: The amount of time the account has been a client of your business.
Solvency: The account's financial ability to pay their debts.
Existing Relationships: The relationships the account has with other businesses that could potentially become your clients.
Cultural Fit: Alignment between the way in which the account treats their own customers, and staff as well as your staff.
Geographic Alignment: If applicable, the physical proximity to your business's headquarters or service centers.

Out of context, these metrics won't lead to a great list of key accounts. You'll want to develop a formula that weighs each criterion based on importance to your organization. Then, calculate how much potential there is to expand each account.

You can use a key account scoring matrix to identify your key accounts across these criteria. Simply evaluate each account based on the criteria you select and assign them a score from 1 to 10 in each category. The accounts with the highest scores will be your key accounts.

While it's tempting to label many customers as "key accounts" at once to alter your company’s trajectory significantly, it’s better to be conservative. You can't tell a key account they've been demoted, but you can tell a traditional buyer you're promoting them.

In addition, you don't want to overcommit yourself. Starting a KAM program requires organization-wide change, support from the C-suite, hiring and training employees, and implementing new processes. Starting small allows you to focus your efforts.

Key Account Management Strategy

Set objectives.
Deliver exceptional products and services.
Measure account growth outcomes.
Anticipate future account needs.

You've got a short list of your key accounts, and you've hired the right folks to be key account managers. Now, it's time to execute the strategy. But how do you do that?

This four-step process will guide you through a key account management strategy.

1. Set objectives.

Before you can share the great news with your customers that they're being promoted to key account status, you need to level-set expectations internally and externally. The way to do that is by setting key account management objectives.

This process works just like it would for any other strategy. Using the why, how, what objective-setting framework , you can get to the root motivation of having a key account management strategy and come out the other side with measurable results.

2. Deliver exceptional products and services.

Next, you've got to act on the objectives you've set by outlining how you'll deliver on those promises.

Whether you're selling physical products like clothing and accessories, or a pioneer of a new software-as-a-service, you want to have a sure way to deliver those products to your key accounts consistently.

Your key account manager is responsible for ensuring this happens and that the account is delighted every single time. This means they'll need to work closely with sales, service, and operations teams to get everyone on the same page for the key account.

It could also be worthwhile to set up key account-specific processes and procedures so that the client knows what to expect and your team knows how to deliver.

3. Measure account growth outcomes.

Over time, the end goal of a key account management strategy is to grow the account in terms of revenue and client-business relationship. This should be straightforward to measure because you can use the metrics that correlate to the criteria you used to select the key accounts in the first place.

For more quantitative criteria, like product-market fit, you can look at adoption or usage rate within the account to determine how useful your product or service is to the client.

4. Anticipate future account needs.

The strategy doesn't end with measurement, though. The final step is to bring it full circle by anticipating the future needs of the key account. If they're purchasing more units than they did before, there may not be any more opportunities for volume growth, but it's possible that the average transaction size has room to increase.

Or there may be an opportunity to have the key account beta test a new product or offering that would align closely with their target market.

The takeaway here is to keep the account engaged, even beyond monetary transactions. Remember, key account management is all about building and maintaining mutually beneficial relationships, so be sure to think outside of the invoice when looking for ways to strengthen the relationship.

Key Account Management Plan Template

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Is Key Account Management the Right Strategy for Your Business?

Despite the potential benefits of key account management to your bottom line, it's not a good fit for every organization.

Consider the following points before you go all-in on a key account strategy.

1. How transactional your current sales process is.

If your sales cycle is relatively short and your sales reps have minimal interactions with prospects, key account management probably isn't the right choice. Key accounts require consultative selling techniques — and it will be hard to teach your salespeople to adopt entirely new processes for just a few clients.

2. If your product has upsell and cross-sell potential.

There's little point in continuing a relationship with the customer after the sale if they're not going to buy more. (Obviously, you still want to provide excellent customer service and support to promote word-of-mouth marketing and high retention rates.)

3. Your ability to 'land and expand.’

The above rule has an exception: If you can get your foot in the door of the prospect's company and then grow the account by selling to other departments, offices, subsidiaries, etc., a key account strategy may be a good investment.

4. The competitive landscape you're facing.

A key account program can serve as a competitive advantage. For example, imagine your customer has narrowed down their choice of vendor to you and one another company. If you can promise to make them a key account — and your competition can't do the same — you're likely to win the deal.

5. Company capacity and resources.

Successful key account management depends on company-wide support, executive buy-in, and a dedicated key account team. You'll also need enough runway for an investment that might take 12, 24, or 36 months to recoup.

According to RAIN Group , the most significant difference between high-performing companies and everyone else is an effective account planning tool.

A key account plan helps you identify the most significant possibilities for growth, potential roadblocks, threats from the competition, and more.

You can tailor an existing framework to your own needs or create a customized plan.

Whatever option you take, your account plan should include:

Your relationships within the account
The customer's current business plan, objectives, and financial health
Your targets for the account
Your strategy for hitting those targets

Let's delve into each of those in more detail.

Relationships

Map out every customer stakeholder . This information will help you figure out which relationships you need to build and maintain — as well as anyone who could potentially derail your plans.

Note each person's title, role in the decision-making process, how much contact you've had within them, and how "friendly" they are.

Customer's Business

To provide value to the account and find mutually beneficial opportunities, you need an in-depth, sophisticated understanding of their business.

Stay up-to-date on their key business goals, financial health, and current initiatives. You should also regularly run a SWOT (Strengths, Weaknesses, external Opportunities, external Threats) analysis.

Account Goals

This section should cover how much this account is currently worth, which opportunities you've lost, won, where you see potential revenue growth and your projected value for those opportunities.

It should also outline your short-, mid-term, and long-term goals and the owner of each. For example, maybe your sales engineering team is responsible for getting a meeting with the CTO by January. A less immediate goal might be getting 60% of a new department using the free version of your tool. Your ultimate objective is to transform the entire department into paying users.

Account Strategy

This section is arguably the most important. It takes your goals (in other words, your account wishlist) and breaks down the actions you need to take to reach them.

Use the same structure you used for your objectives: Short-term, mid-term, and long-term.

To give you an idea, the key steps you'll take for your January meeting with the CTO might be:

Strengthen relationship with VP of Engineering
Develop compelling value proposition for meeting with CTO
Ask VP to request a meeting with CTO on your behalf

The more specific and actionable these actions are, the better. Strategic account management involves juggling several initiatives, priorities, and campaigns at one time. Without clear direction, your team will go off in a thousand directions. Plus, you can continuously adapt your strategy down the line if something changes.

Wondering how to get the optimal results? Follow these best practices.

Select the right accounts.
Build a dedicated team.
Consistently measure account performance.
Invest in the right tools.

1. Select the right accounts.

A winning strategy hinges on being selective. Make sure you pick the right key accounts and apply the same criteria to each one.

Regularly review your key accounts to verify they still require additional time, energy, and resources. If they perform as expected to justify the resource allocation, then continue on. However, if for some reason they are underperforming or the account no longer feels like a good use of additional resources, you may want to consider scaling back.

Additionally, keep track of non-key accounts. For example, if a customer is about to experience significant growth, they may qualify as a strategic account. Courting them now will earn you their loyalty before any other company in the space.

Periodically assess your selection criteria. Are your current key accounts generating as much ROI as you anticipated? If not, it could be a sign you're using the wrong measures.

2. Build a dedicated team.

Even the best KAMs can’t get the job done alone. Ideally, the KAM role is not performed by someone who has sales rep duties on their plate simultaneously.

Each account manager should have a cross-functional support team to support the proper execution of deliverables related to the client’s account. These teams should include a range of skills, disciplines, and expertise to serve your clients well.

If possible, name an executive sponsor to each account. They can play a significant role in getting the necessary resources, connecting with the C-suite at the target account, and providing high-level guidance.

3. Consistently measure account performance.

What gets measured gets done, so staying on top of account performance is critical for success. Set a cadence for internal account reviews. Depending on the team size, account’s value, and the relationship’s dynamic, these might be weekly, monthly, or quarterly.

Consistently measure the account's engagement and loyalty. Both should trend upward. From here, you should also schedule recurring check-ins with the client to get their feedback, address any issues, and find areas for improvement.

4. Invest in the right tools.

Having the right tools in place can make the job of a KAM a lot easier and more effective. For example, use a CRM to keep track of your communication with the account stakeholders, give everyone on the account team visibility into what's happening, and minimize duplication of effort across the team.

If you are having a hard time getting responses to your emails, implementing an email tracking and notification tool can help. This type of tool will let you know precisely when your recipients open your emails and click any links.

Use LinkedIn (either the free version or LinkedIn Navigator ) to monitor changes in your account's market and industry, strategic shifts, hiring and firing decisions, and more.

Eliminate back-and-forth emails about meeting scheduling by using a meetings tool to make the process seamless for the attendees.

You can also try investing in a video platform such as Loom so you can create personalized videos for prospecting and relationship-building.

Grow Your Business With a Key Account Management Strategy

A well-planned, comprehensive key account management strategy won't just keep your best customers satisfied — it will also provide opportunities to grow the relationship exponentially. As a result, your retention rates and bottom line will both benefit.

Editor's note: This post was originally published in March 2020 and has been updated for comprehensiveness.

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Free Account Planning and Management Templates

By Joe Weller | May 9, 2023

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This article includes the top free account planning and management templates for account managers, client-facing project managers, salespeople, and account executives. Use these templates to improve client relationships and build partnerships.

On this page, you'll find a strategic account plan presentation template and a sales account plan template with space for capturing key account details. Download an account mapping template featuring an org chart, and a key account management action plan template with sample copy. You’ll also learn about key account planning elements and how to do it , along with tips on using an account planning and management template .

Simple Account Plan Template

Download a Sample Simple Account Plan Template for Excel | PowerPoint | Microsoft Word

Download a Blank Simple Account Plan Template for Excel | PowerPoint | Microsoft Word

This customizable, one-page simple account plan template can help everyone on your team understand their needs, so you can establish and strengthen a long-term relationship with them. The sample template comes with text already filled in to help you proactively create a customer account plan. Start by entering the client’s primary goal and the key team members (e.g., management, decision makers). You can then create a plan of action for managing the account, including identifying any blockers, next steps, and the owner for each component of your account plan.

Strategic Account Plan Presentation Template

Download a Strategic Account Presentation Plan Template for PowerPoint | Google Slides

Solidify your client-account planning and management with this dynamic strategic account plan template. Enter details of your client’s key priorities, initiatives, and people so that any team member can become apprised of the client’s goals and active players at a glance. The template also includes space to specify the client’s annual account targets and revenue streams, as well as your action plan (specific actions, assignees, and due dates) — all to ensure that you strengthen your client relationship and have a solid account plan and client-management strategy in place.

Sales Account Plan Template

Download a Sales Account Plan Template for Excel | PowerPoint | Microsoft Word

Ensure that you proactively meet — and even exceed — your sales-account management and planning goals with this comprehensive sales account plan template. Use the template to document prospective and existing clients’ decision-making processes and other important details. Enter account-overview details (e.g., account revenue, industry, relationship strength), account objectives, account solutions, and your account action plan. This template is the perfect solution for capturing important details about prospective or existing customers and for creating a dynamic strategy to help them succeed, so you can develop and retain a strong partnership with them.

Account Mapping Template

Download a Sample Account Mapping Template for Excel | Microsoft Word | PowerPoint

Download a Blank Account Mapping Template for Excel | Microsoft Word | PowerPoint

Use this account mapping template to identify a client’s key players, so that you and your team are readily aware of the client’s hierarchy, who makes purchasing decisions, and more. Download the customizable sample account mapping template with example content to get an idea of what to include for each role. Once complete, the template provides insight for account managers, salespeople, and account executives for the roles of each individual within the client’s organization. By understanding the roles in your client’s organization, you can make more informed decisions and facilitate a more effective strategy and long-term relationship.

Key Account Management Action Plan Template

Download a Sample Key Account Management Action Plan Template for Excel | Microsoft Word | PowerPoint

Download a Blank Key Account Management Action Plan Template for Excel | Microsoft Word | PowerPoint

A successful key account management action plan serves as an easy-to-follow map that accurately charts a customer’s current state, their goals, and how to help them achieve a mutually beneficial association. This template is available in two versions: blank and with sample text to guide you through the key account management action plan process. Easily capture your key clients’ details, individuals’ roles on the project, management objectives, clients’ preferred communication styles, and actionable steps to foster and strengthen the partnership.

What Is a Key Account Plan?

A key account plan is a strategic document that outlines your objectives and strategies for your most important customers. Sales and account management teams use a key account plan to provide a coordinated approach to growing client partnerships.

A key account plan typically includes details of your client's business, such as challenges they face, their value proposition, services they provide, and the actions and resources needed to achieve their goals. The primary aim of a key account plan is to ensure that your organization provides a coordinated, consistent, and focused approach to your most valuable clients. It also helps you effectively allocate resources, and track client-relationship progress over time.

Elements of Key Account Plan

The elements of a key account plan might vary, depending on your business. A key account plan typically includes information about the client, their needs, their buying behavior, and the steps you’ll take to increase sales and improve customer satisfaction.

The goal of a key account plan is to maximize the value of the relationship for both your company and your most vital customers for optimal key account management (KAM). Typically, a project manager will complete the key account plan document.

The seven main elements of a key account plan typically include:

Client Profile: Detailed information on the key account, including company background, main decision makers, and relevant client information.
Situation Analysis: An assessment of the current state of the relationship with the key account, including strengths, weaknesses, opportunities, and threats (SWOT) and competitive analyses. You can use a SWOT analysis template to determine these details.
Goals and Objectives: Clear, measurable, and time-bound goals and objectives for the key account relationship. These are both important to cover, but goals and objectives are different and require distinct approaches.
Strategies and Tactics: Determine how you’ll achieve the goals and objectives, including specific strategies and tactics for improving the relationship and growing the business.
Action Plan: A detailed plan of action, including specific activities, milestones, and deadlines for implementing these strategies.
Resource Allocation: A plan for allocating resources, including personnel and budget, to support the implementation of your key account plan.
Performance Monitoring and Evaluation: A plan for monitoring and evaluating the progress of the key account relationship regularly and adjusting as needed.

Steps in the Process of Key Account Planning

A well-designed key account plan includes information about your client's current and future needs, their strengths and weaknesses, and the opportunities available to you. It provides a clear plan for how you will meet their needs and grow the relationship.

The following are the fundamental steps in the key-account-planning process:

Identify Key Accounts Identify the key accounts that are critical to the success of the business. This might include customers who generate the most revenue or have the most potential for growth.
Gather Information About Key Accounts Gather as much information as possible about each key account, including their needs, pain points, buying habits, decision-making processes, and main stakeholders.
Analyze Key Account Data Once you’ve gathered information about each key account, analyze the data to understand the strengths, weaknesses, opportunities, and threats (SWOT) of each relationship.
Develop an Account Plan Develop a comprehensive account plan for each key account. This plan should include specific strategies and tactics for growing the relationship, meeting customer needs, and maximizing value.
Implement the Account Plan Work closely with the key account to execute on specific tactics, such as building stronger relationships with key stakeholders and tracking progress to ensure the plan is achieving its goals.
Review and Adjust the Plan Regularly review your key account plan and make adjustments as needed based on changes in the customer's needs, market conditions, or other factors that may impact the relationship.

For more help with client planning and management, check out our collection of free client management and tracking templates , and our tips and best practices for mastering client management .

How to Use an Account Planning Template

Use an account planning template to develop a detailed analysis of your account's current challenges and to identify revenue opportunities. Gather information about your goals for the key account, main stakeholders, and steps to execute.

1. Download and Name the Simple Account Plan Template for Microsoft

Download and open the Simple Account Plan Template in Microsoft Word. Save and rename the document locally.

2. Enter Basic Details About the Plan

Click the Date box and enter the date you’re creating the plan.
Click the Created By box and enter the name of the person responsible for the plan.
Click the Version box and enter the plan’s version.
Click the Goal box and enter the goals for the account.

3. Complete the Account Plan Team Section

For each account planning team member, double-click the team member’s NAME section.
When the NAME field opens, enter a name for that team member.
In the Title field, enter a title for the particular team member.

Click the corresponding image icon. Right-click and highlight Change Picture , and click the location ( From a File, From Stock Images, From Online Sources, or From Icons ) of the person’s image.

Select the image and click the Insert button.

4. Enter the Details for Each Action Step in the Project Account Action Plan

Fill in the Action Step field.
In the Responsible field, enter the name(s) of the internal stakeholder(s) responsible for the step.
In the Description field, provide a brief description for each action step in your account plan.
In the Status field, provide the current status (e.g., Accepted, Declined ) for each step.
In the Outside Shareholders field, enter the names of the customer’s or client’s personnel who are responsible for that step.
In the Notes / Constraints field, enter any relevant notes.

account plan project account action plan

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Key Account Management Plan Template

Abhijit gangoli.

Co-Founder & Chief Executive Officer at DemandFarm

Key Account Management Plan

As the saying goes, ‘failing to plan is planning to fail’. This could not be more true when it comes to Key Account Management . Creating and maintaining a Key Account Management plan can be critical to the success of your business. After all, your key accounts are the customers that bring the most revenue and profit. So it only makes sense to invest the time and resources necessary to keep them happy. But what goes into a Key Account Management plan ?

A Key Account Management plan will help you map out your approach, stay organized, and on track as you work to grow and nurture your relationships with your key accounts. If you are not sure where to start, don’t worry. We’ve got you covered with this Key Account Management plan template . We provide a systematic approach to analyze your customers, identify key areas, and adopt best practices of Key Account Management planning.

6 Steps of Key Account Management plan

Broadly, a Key Account Management plan can be divided into 6 categories or steps: account analysis, self-analysis, business development, action plan, monitoring, and reviewing the plan. Each of these sections will provide you with an opportunity to capture information that you need to improve your business and ensure customer satisfaction.

Step 1: Account analysis

When creating a Key Account Management plan, start by analyzing your current accounts . This will give you a better idea of how to focus your marketing efforts. Also, it will help you identify the pockets of potential growth. For example, do you have any new customers on whom you are not able to collect data? Are there existing customers who are not satisfied with their experience? These and other questions can help you identify areas where you need to improve.

Get to know their business better – what are their goals, what are their challenges, what are their priorities? Here’s a list of questions to guide you through some research:

What is their company culture like?
How do they view themselves?
What is their budget like?
How many employees have they hired?
For each employee, what is their role description?
What are their key performance indicators?
What are the challenges the key account is facing?

Best practice: You may find it helpful to create a diagram or table that illustrates the relationships between these various parts of your key account. Invest in an automated solution that can improve the integrity of your data while enhancing the research process.

Step 2: Self-analysis

What analytics can help you to understand is what type of information you need to focus on in order to improve your business. This includes customer requirements, competitive analysis, product development, and technical excellence. Depending on the situation, one or a combination of these elements will need to be emphasized.

Current customers can be analyzed using a number of tools. You can use analytics and automation to get a handle on how your customers interact with your business. This will help you identify customer pain points that you can address with changes to your product or service. You can also analyze performance data to identify how your products perform. This can include identifying customer complaints, feedback, and satisfaction issues. Lastly, you can analyze sales projections to determine how much revenue you will be making in the coming year.

These projections are based on estimated sales growth, which uses data from your previous experiences with similar products and services. All this information will help you create a list of initiatives that you need to address in your key account management plan. Define your objectives by answering questions like: What is your key account trying to achieve? What’s the bigger picture? Differentiate yourself by linking your capabilities to their key objectives.

Best practice: Clearly define your objectives and allocate specific business units to a generic team rather than a specific account manager – it will foster a creative, collaborative culture.

Step 3: Business development

In order to sustain growth, businesses must constantly look for ways to improve their offering. This can include new products, processes, and services. However, innovation is not just for startups. Even large companies must continually look for ways to improve performance. For example, how can a company increase sales by 10% without increasing prices? How can they do this by improving their service? Or by adding new products that are both cost-effective and attractive to customers?

Analyze the current state of the account and the factors that affect it. Consider this

Market position (leadership, growth potential, share of market, price sensitivity)
Business unit performance (income, cost, margin, growth potential)
Current contracts (length, renewal likelihood, value, special terms and conditions)
Customer service/relationship quality ratings (impact on new business opportunities )
Competitors’ status (what are they doing?)
Potential business opportunity value (current and future)
Critical success factors (what would make the account happy?)
Optional technology benefits

Knowing this will help you frame how you approach the project. Also, it will help you identify the type of research needed to understand the client’s industry better.

Best practice: Depending on the type of research you are doing, you can either outsource it to a specialist, or hire a professional researcher to do it for you. If you are conducting consumer research , you can create a survey or you can ask people who are familiar with the company to complete questionnaires for you.

Step 4: Action plan

Once you’ve done the research and analysis, it’s time to create your plan. Don’t worry about being perfect at this point – just get your plan drafted and then review it with your key account manager. Ensure everyone is committing to achieving the goals. A successful Key Account Management plan will show you where you need to go next to grow your business and build more value for your customer.

Define timelines that are achievable and align with your objectives.

What’s the short-term goal?
What is the best time to do it?
How will you achieve your goal?
Who is responsible for each task?

Focus on high-leverage activities to understand what takes up your time. What is unlikely to generate new business? Eliminate or reduce these tasks to make way for more productive activities. Focus on activities such as one-on-one meetings, phone calls, writing, project reviews, and research.

Best practice: Don’t overload yourself or your team at first – ease into your plan gradually. This will help you get used to the process and avoid procrastination. Focus on one task at a time to ensure consistency and improve your performance. Celebrate your victories (big or small) to keep yourself motivated.

Step 5: Track and monitor your progress

Once your Key Account Management plan is underway, you need to make sure you’re tracking and monitoring your progress. Did you commit to too much? Are you going to get done on time? Ensure that you take some time to review your progress so that you can course-correct if necessary.

In addition, review your customer’s performance. Did they meet their commitments to you? If not, why not? This will give you insight into what they are seeing or feeling so you can position yourself for future advantage.

Set up a progress report template to ensure that you are able to capture all the data and information that you need to compile a report on your key account management efforts. A template will ensure that you do not miss any important information and that you can easily compare your progress between different reports.

Best practice: Set up a Key Account Management software to manage and organize all your key accounts and objectives. You can set up a project for each of your key accounts, or you can create a general project for all of your client work. Using software will ensure that you don’t lose track of any elements of your work and can easily revisit past projects or templates to ensure consistency between projects.

Step 6: Revise and improve

No plan is ever set in stone. Your Key Account Management plan isn’t any different. Don’t be afraid to review and revise your plan. Keep records of your Key Account Management activities to ensure you can recognize your successes and learn from your failures. Review your activity logs at the end of each month to evaluate your performance and effectiveness.

Keep a PMO (project management office) or project management software can help you manage and organize all of your

Does the plan reflect the results of your analysis?
Are the goals realistic and achievable within the timelines?
Are there any parts of the plan that need to be revised or updated?

Best Practice: Review your plan on a quarterly basis at the very least.

How to overcome challenges while creating a KAM plan template?

Although a Key Account Management plan can provide tremendous benefits to both you and your customer, the process of developing and executing such a plan is not without challenges. Challenges such as time, resources, information and organizational culture can impede your team’s ability to succeed with the plan.

Time constraints

Time is a precious resource, and your customer may not have much of it to invest in you or your organization. You need to ensure that you don’t put unnecessary pressure or demands on them that they can’t meet. Similarly, you don’t want to delay delivering on your promises because you’re waiting on a customer to meet you halfway. Be creative and resourceful in meeting both of your obligations.

Resource constraints

Your team may not have the resources (human or technical) necessary to complete Key Account Management activities. Ensure that you thoroughly review the requirements and focus on those that provide the most value. Then prioritize the requirements and take time to prepare yourself and your team to tackle Key Account Management plan requirements from both a quality and time perspective.

Incompatible organizational culture

Although most organizations attempt to integrate their culture with that of their customers, in some instances the two are fundamentally incompatible. If this is the case in your scenario, then it is likely that you will not be able to change your customer’s culture. Instead, you will need to carefully strategize how you will adapt yourself and your operations to accommodate your customer culture.

Differing priorities

Your customer may have conflicting priorities which prevents them from fully engaging with you. For example, they may have a new product launch they are prioritizing above all else. This may mean that they are unavailable to participate in any collaborative events you plan with them or their other key accounts. Ensure that you have a backup plan that allows you to engage with them in some way to ensure retention of the relationship.

Uncertainty surrounding Key Account Management plan effectiveness

The results your organization achieves when performing key account management activities are often uncertain until some time has passed. Ensure people from all departments are prepared for this and ensure leaders are able to course correct if required.

Cost-effectiveness of activities

It is possible that the time or costs associated with an activity designed to nurture your customer could result in a negative return on investment (ROI). Ensure you’re not unnecessarily draining your resources. Eliminate or reduce the impact of activities that are not worth the cost or time required to deliver them.

Lack of or ineffective tools and systems

There are many technology solutions available to help you manage your key accounts more effectively. A common complaint we heard was that the tools and systems provided by the company were underdeveloped or clunky, so much so that they frequently caused more headaches than they alleviated. Ensure that the tools and systems you require to manage your key accounts are state-of-the-art and functional.

As you can see, there are many different elements that go into a successful key account management plan. Success with your key account management plan will require commitment and discipline from you and your team. Prepare yourself and your team before you launch the plan. Ensure everyone is clear on their responsibilities and timelines. Use resources such as one-on-one meetings, group meetings, phone calls, or a virtual meeting platform to engage your team and address any concerns early on.

By taking the time to put together a detailed and well-thought-out plan, you can increase your chances of success and make it easier to manage your key accounts. Use this template to keep your key account management plan organized and ensure that you are providing the best possible service to your most important clients.

Ready to discuss your Account Management Needs?

Talk to our product expert, related posts.

Account Planning Template – Step by Step Guide to Strategic Account Planning

9 Steps to Build a Successful Key Account Management Process

Sales Account Planning – A Step by Step Guide

Cheatsheet: How to Select the Right Sales Account Planning Tools

About The Author

Co-Founder & Chief Executive Officer at DemandFarm, Abhijit Gangoli, is a seasoned entrepreneur with over two decades of experience in successfully building businesses in the Sales and Marketing domain for the B2B Tech industry. At DemandFarm, he focuses on business and sales strategy to drive growth and innovation in the company. His past venture, DemandShore, now a part of Spiceworks Ziff Davis, is an omnichannel B2B performance marketing company. At DemandShore, he also successfully conceptualized and launched martechadvisor.com - one of the leading digital media publications in the marketing technology space globally.

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Strategy and Planning

The ultimate one page key account plan & template.

Free One-Page Account Plan Toolkit

Take the hassle out of creating effective account plans with our FREE one-page account plan toolkit.

Gain immediate access to a simplified 7-step process, versatile templates in Excel, Google Sheets, and Notion, plus detailed instructions and examples to skyrocket client revenue and retention.

What is a one page key account plan, anyway, 7-step key account planning process, step 1: account overview.

Client snapshot. Start with the basics. Who is your client? What do they do, and what are their priorities? Understand their mission and vision.
History and milestones. What achievements have you celebrated together? What challenges did you conquer? Learn from the past to better navigate the future.
Current challenges. Get into the detail of what’s keeping them busy, right now. Look for problems they need solving or paths that need to be cleared to let them focus on big picture stuff.
Relationship strength. On a scale of 1–10, how strong is your partnership with the client? It’s not about the person (you and your key contact), but about the institution (the company as a whole). Knowing where you stand gives you a reality check and may identify areas for improvement.
Growth opportunities. What potential for growth does your client have. What role you can you play in guiding them towards those opportunities? Capture the obvious ideas, but think creatively and look in unexpected places too.
Key contacts. Keep an updated list of who’s who in the client’s organisation. Find the people that can make decisions and can get things done.

Step 2: Objectives

Understand goals. Begin with the end in mind. What targets is your client aiming for, and why are these goals important? Make sure what you’re chasing after matters to your client too.
Measure success. Agree on what you’re aiming to achieve. Is it efficiency, quality, cost reduction, cost avoidance? Something else? Setting these targets early means you’re both racing toward the same finish line.
Joint goal setting. Invite your client into the planning process. You want them to think it’s our account plan, not your account plan. It will be hard to get things off the ground if your client is not invested in its success.

Step 3: Solution

Match goals with capabilities. Link your client’s goals with your strengths. Ask, “How can we get them better results, faster, and in a way no one else can?”
Customisation. Your solutions should reflect your clients situation. Position your messaging and configuration so that it meets their unique challenges and ambitions. Your client shouldn’t struggle to understand the relevance.
Embrace innovation . Propose bold, innovative ideas that could drive breakthrough results. That’s what key account managers are for. Your client can come up with the obvious solutions on their own. Think out loud and see where the conversation leads.
Visualise success. Whenever you propose a solution, show your client what success looks like. Help them see the path to the promised results.
Seek feedback. Bring the client into the conversation. Keep refining your solutions until you have one that you can both agree will work.

Step 4: Action Plan

Break it down. For every solution, list all the steps you need to take to implement it. Each action should have a clear ‘who’, ‘what’, and ‘when’.
Assign ownership. For each action step, choose someone that is responsible to make sure the task gets done. Beware of taking on all the heavy lifting. This is a joint account plan and the workload should reflect effort from both sides.
Set deadlines. Deadlines are commitments to progress. Agree realistic timelines for each action to help maintain momentum.
Determine resources. What do you need to make each step happen? Is it time, money, decisions, or tools? Identifying these resources upfront avoids roadblocks later.
Create a communication plan. Decide how you’ll keep the lines of communication open. Regular check-ins, shared project plans, or email updates—it’s up to you. By keeping everyone informed and engaged, you’ll prevent surprises.

Step 5: Change Management

Use force field analysis. Make a list of all the pros and cons of making a change, so you can deal with them accordingly. Let’s say your plan has a ton of reasons stacked against it. Well, you’ve got two choices: either drop the plan altogether or tackle those reasons one by one. This quick check helps you avoid chasing after ideas doomed from the start or dive into them eyes-wide-open, knowing the hurdles you must overcome to succeed.
Know your stakeholders. Change affects people in different ways, and often emotion takes over reason. Be empathetic to those that are struggling to deal with change. But also keep an eye on people who may actively undermine you with their negative influence.
Communicate. Regular, open communication builds trust and reduces uncertainty. Let everyone know what’s happening, why it’s happening, and what the expected outcomes are.
Offer training and support. Change may require new skills or adjustments to routines. Give your teams what they need to feel ready to tackle new challenges.
Look for quick wins. Identify opportunities for early success. Quick wins boost morale and highlight the benefits of change. And it gives clients reassurance that you know what you’re doing and your account plan is a winner.
Watch and adjust. Keep a close eye on how the change is unfolding. Pivot your strategies in response to feedback and the realities on the ground.

Step 6: Implementation

Final checks. Before launching your account plan, do a last round of checks with your team and client. Ensure everyone’s on the same page and make any last-minute tweaks.
Get everyone onboard. Brief everyone involved in the account plan, especially those on the front lines. Make sure know what to expect and why their participation is so important for the plan to succeed.
Check resources. Get into the habit of double-checking that everything you need is ready not just when you launch your plan, but also as you’re making it happen. The last thing you want is for your plan to fall apart because someone dropped the ball, a bill went unpaid, or any other surprise pops up.
Start monitoring . Track progress from day one. The point isn’t to micro-manage, but to intercept and address any issues quickly.

Step 7: Review and Optimise

Set a review cycle. Agree on a timetable for evaluate the plan’s progress that reflects the scope and pace of your project. Reviews should be part of your routine, not an afterthought.
Collect feedback. A wide range of perspectives gives a more comprehensive view of what’s happening. It also avoids bias, so don’t let everything be filtered through your key contact
Check your progress. Measure your achievements against the goals you set at the beginning. It helps you objectively assess where you stand and that your account plan is delivering tangible benefits.
Celebrate wins. Recognise and celebrate successes. It’s an easy way to acknowledge the hard work and dedication of everyone involved. This is a marathon, not a sprint, so little things like this can really help maintain momentum.
Stay flexible. Life happens, so be ready to adapt. Build in checkpoints to review progress and make necessary adjustments. Your plan should be resilient. And if something isn’t working, let it go.
Share any changes. Make sure to keep everyone informed about any changes to the plan or strategy. Otherwise, you may find people working on tasks that are no longer important because you forgot to mention the goals changed.

One-Page Key Account Plan Template

I’ve created a super simple account plan template to make managing and growing your key accounts straightforward. It compacts everything you need into just one page.

Simply copy the table from below and paste it into your preferred program, like Microsoft Word, and you’re all set.

Optional account planning resources

I’ve also got a special template for you in Excel, Google Sheets, or Notion.

It includes:

A formatted ready to go one-page account plan template
An example plan to guide you
A breakdown of 7 easy planning and action steps
Extra lessons for more insights

Just drop your email below for instant access.

A Compact Guide to Account Planning

Account Overview. Define all the important information about your client relevant to your account plan.
Objectives . What does your client want to achieve, and how will success be measured?
Solution . Identify the potential solutions that support your clients’ objectives.
Action plan . Decide a course of action and list the steps needed to achieve your goals.
Change management. Evaluate the chances of success through force field analysis.
Implementation . Agree actions, assign owners, and set due dates.
Review . Regularly review and adjust your plan to ensure you stay on track.

Your guide to developing influential client relationships, growing revenue and reducing churn.

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A strategic account planning template for your business

January 14, 2021 by MindManager Blog

By: Nicholas Mistretta

It’s always easier to paint by numbers than it is to sit down in front of a blank canvas and create something new, and this approach can be adapted specifically for your account planning needs. What’s to follow in today’s article is a strategic account planning template that you can use to win new key accounts or grow existing ones.

You may recall from previous articles that you must first change your mindset when dealing with your strategic accounts. You’re a partner, not a vendor. A problem solver, not a salesman. And as such, you have to think differently and plan differently.

The strategic account planning template below, including some account planning tools, is meant to help you improve relationships with your key accounts by:

Understanding your customers’ business goals and identifying opportunities
Identifying and reducing risk
Delivering value to your client
Creating value for your organization
Increasing revenue

You want to show your strategic accounts that you’re invested in their success, challenges, and goals. But you also want to create a strategy for mutual success, where both sides win. That’s the only way successful partnerships last.

Perhaps it will help to think of your strategic account planning template in simpler terms. It should help you figure out where you are now with a particular client, where you want to be, and how you’re going to get there.

Therefore, your account planning template will be more Rand McNally road atlas than Picasso’s painting of The Old Guitarist. But that doesn’t mean it still can’t be a masterpiece, and that will be determined by how well you fill in the blanks and connect the dots.

Your strategic account planning template for greater success

Will time and effort be required when filling in your template details and all the research and resources that go into it? You bet! Will it be worth it? If done the right way, the potential ROI from a great account planning template has no limits, or as Michael Jordan once famously said, “ The ceiling is the roof .” (That’s OK, we know what he meant.)

1. Your customer’s business overview

Your goal in step one is to gather as much information as you can on your key account’s business so you can better understand their wants and needs. In doing so, you can create that value we mentioned above. And what happens when you create value? You make your organization indispensable.

This should never be thought of as a one-time exercise. Change is always happening whether we see it or not. Goals and objectives change over time. Markets shift and businesses expand. And new technology comes along that turns everything upside down.

Write everything down about your strategic client – from names, main contacts, and year founded, to annual revenue, number of employees, and the date your relationship with them began. Everything that’s relevant, and in the beginning, it may be better to have too much information rather than too little. At least until you get a better sense of what data is necessary.

Take note of all the information you’ll need to help define your customer’s goals and strategies for reaching those goals.

2. Understanding your customer’s key objectives

In this step, you’ll want to ask your customer about their business. And listen strategically while they talk, rather than what most of us do in casual conversations, which is to passively listen and wait our turn to speak.

You want to get a better feel for:

The challenges they currently have
How they’ve tried to solve them, what’s working, and what isn’t
How they measure success and the time frame for measuring
Their short-term, medium-term, and long-term goals
Key projects now and in the near future
Their KPIs – key performance indicators

Keep in mind what your objective is during this step – to figure out what your strategic client values most, and this may sometimes require reading between the lines, which is why being a great listener is so crucial. By better understanding their expectations and goals, you’ll build more customer loyalty, and keep the wolves at bay (i.e., the competition).

Jeff Bezos once famously said, “Focusing on the customer makes a company more resilient.” There’s that win-win end game we keep harping on.

3. A better understanding of the client landscape

Large corporations are complex machines made up of flawed human beings all trying to get ahead. It’s important that you and your team understand the organizational chart, the important players, and the decision-makers. And this can change based on different product lines, different divisions, and geography.

The point of this exercise is in knowing the right person you should be dealing with. Think Godfather II. Would you go to Fredo Corleone to strike up a deal with the family or Michael?

Find information on what job titles you should be targeting for your products. Use past performance – which titles served you well in the past, allowing you to get your foot in the door or the information you needed to help move forward with that client.

Part of your strategic account planning template includes assessing the client landscape, and to do that, you should get information on the following:

Your relationship history with the client
The client’s organizational chart
A whitespace map – opportunities for added value – upsells, cross-sells
Project status reports
Customer value scorecard – client satisfaction, objectives, performance/KPIs
Net promoter score – percentage of customer rating recommendations likelihood

4. Delivering value across the client’s organization

This step gets to the heart of your client’s products and revenues. Identify where you’re currently adding value, what the ROI is for that value, and if any gaps exist in the value chain.

Specific things you’ll want to examine are:

Their white space analysis
Current sales performance
Current margin performance
Successes and failures over the last 12 months

Now it’s time to analyze your key account’s top competitors.

5. Analyze the competition

As a partner, the only true way to understand your clients’ needs is to better understand their competition. When dealing with simple accounts, your relationship was very transactional – how much can I sell them today. But with strategic accounts, your partnership must be more strategic.

Part of that challenge is in helping those customers differentiate themselves from their top competitors. For each strategic account who you’re creating an account planning template for, consider the following:

Your client’s top competition
The competition’s strengths
The competition’s weaknesses

6. Identify value-based selling for key decision-makers

When is the last time you sold to a company versus an individual at that company? Understanding human nature will be helpful.

Take the organizational chart you created in a previous step in your account planning template and expand it to include motivations and criteria for each key decision-maker in your key account.

Then use value-based selling points to target those individuals to whom you’ll be selling. Salesmen sell based on an empty slot on a shelf. While trusted partners understand how their selling points match the goals for each decision-maker.

Identify each of the following for the key decision-makers within your strategic accounts:

Evaluation criteria
Key decision criteria
Key selling points

You must understand how the people inside your key accounts make decisions and what criteria they use to do that. Those great listening skills we mentioned earlier will serve you well once again.

7. The customer relationship – goals and strategies

Use the motivations from the above step and the organizational chart from step three to find relationship targets (key players) with the greatest opportunities for engagement. Those that can provide the most productive outcomes for both the customer’s business and your own. Remember, mutual success is the goal; that’s what a true partnership is built upon.

Start by being honest about where your relationship status currently stands. Have you ever watched a movie where a guy proposes to a woman who obviously isn’t interested, while you cringe with embarrassment simply because he misread the relationship? Don’t be that guy.

You’ll want to determine the following:

Your current relationship status – are you seen as a trusted partner or simply a vendor?
Who are the core business partners?
Answer the who, what, where, how, why for all relationship targets
A progression strategy to strengthen those key relationships

8. Identifying opportunities, targets, and risk

To this point, you’ve gathered and analyzed a lot of data – customer objectives, motivations, and important relationships with key decision-makers. You’ve decided which products or services you can suggest to help your clients reach their goals.

This step is about making a list of relevant goals for your strategic accounts and identifying internal and external blockers. Then it’s time to face the final hurdle – operational restrictions.

You may find certain roadblocks in place for the delivery of products and services. You may find opportunities to automate certain aspects of the client’s business, or specific processes that can have a greater impact on their success.

At this stage, you’ll want to identify:

Operational restrictions
Barriers, limitations, and risks
Cross-sell and upsell opportunities
Methods to align your customer’s needs with your products or services
Long-term revenue goals

9. Creating your action plan for success

Much of your strategic account planning template to this point has revolved around gathering data and becoming more familiar with your key accounts and the key decision-makers inside those accounts. So, by now you should know the problems and potential solutions, the steps required to get there, the necessary resources, who should perform each step and by when, and how you can measure accountability.

Identify all the tasks you’ll use to achieve positive results and assign them to the right people. This will include primary tasks, milestones, and sub-tasks if required.

Your action plan should contain the following:

The customer’s top five objectives
Critical resources for achieving those objectives
The assignment of each task

How do you measure success? You quantify with data. Some specific areas you’ll want to assess are:

How to improve results with fewer resources (cost-conscious)
How to achieve the same results with fewer resources (cost reduction)
How to improve quality or user experience (satisfaction)
How to reduce time or unnecessary steps (efficiency)

10. Strategic account planning review

You should review the entries in your strategic account planning template as often as necessary. As we mentioned earlier, things tend to change and sometimes those changes happen quickly.

Consider using the following schedule for this last step:

Bi-weekly – check-in by email to get status updates on the account plan
Monthly – schedule a client call and go over their account plan updates or changes, if objectives have changed, and anything else
Quarterly – Put together a one-hour progress report that outlines challenges, unexpected events, new opportunities, successes, failures, and decisions for moving forward

Review the process to date, the timeline involved, and the next steps. Ask yourself if you’ve prioritized value opportunities correctly. And ask the client for relevant resources to secure buy-in as you continue working together to achieve their long-term goals.

The emphasis should always be on collaboration and positioning yourself as a beneficial and mutual partner. Your strategic clients will value you much differently and begin to see you as an indispensable member of the team, rather than someone trying to make a quick buck with a quick sale.

Let’s conclude this article on strategic account planning templates with a quote from a gentleman who’s seen a bit of success in his life:

“The key is to set realistic customer expectations, and then not to just meet them, but to exceed them – preferably in unexpected and helpful ways.”

– Richard Branson

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How to Succeed at Key Account Management

Lynette Ryals

Key account management (KAM) is one of the most important changes in selling that has emerged during the past two decades. KAM is a radically different organizational process used by business-to-business suppliers to manage their relationships with strategically-important customers, and it produces measurable business benefits. Not surprisingly, smart suppliers are keen to implement KAM. But, […]

LR Lynette Ryals is professor of Strategic Sales and Account Management at Cranfield University School of Management.

How To Build Powerful Key Account Plans In Salesforce

In every business, there are customers and prospects for whom you need to create Account Plans.

These are the customers that deliver a hefty share of revenue and profits. And, they are the prospects who will become the income stars of the future.

Either way, strategic account plans are central to driving relationships and revenue in a profitable, sustainable, and mutually beneficial way.

However, there’s no Account Plan tab in Salesforce.

Fortunately, in this guide, I explain exactly how to create a compelling key account planning template in Salesforce.

Nevertheless, you might be wondering:

How do I get account planning up and running in Salesforce in my company?

You have a choice:

Build it yourself, using the screenshots and description in this article.

Or, buy the GSP Key Account Planning app on the Salesforce AppExchange. (If you’re wondering about the price, it’s $350 per month all in, unlimited users).

Let’s dive in.

Critical Key Account Planning Features

Executives conduct account development planning to set objectives, define business development plans, identify actions, track outcomes, and measure revenue targets for strategic customers and prospects over a specific period.

Here’s what any account planning tool must do:

Help the team define the strategic customers and prospects in Salesforce.
Measure sales revenue and income versus the target for each customer.
Describe the account management strategy, white space opportunities , business development initiatives, action plan, and challenges for valuable customers and prospects.
Highlight risks and threats likely to impact the success of the Account Plan.
Help the team quickly identify when corrective or remedial action is needed.

With that in mind, let’s see how not to do it.

Avoid This Common Account Plan Mistake

Here’s what I recommend you DON’T do with Account Plans in Salesforce:

Create fields directly on the Account. For example:

In this example, there are fields on customer records in Salesforce that hold the key account plan details.

However, there’s no time associated with the plan (e.g., 2021). So, what do you do next year?

Answer: overwrite the plan from the previous year. Unfortunately, that means all the valuable information that you entered previously is lost.

You probably don’t want that.

Key Account Plans in Salesforce

I cover everything there is to know about creating effective Key Account Plans in Salesforce in the video below.

On the other hand, if you prefer to read and look at screenshots, scroll down to skip the video.

GSP Key Account Planner for Salesforce Video

Let’s break the GSP Key Account Planner down.

We use a custom object that relates to the Account.

In our example, we call it a Key Account Plan. However, name it Strategic Management Plan, Account Development Plan, or any other term that resonates in your business.

For each vital customer or prospect, create a Key Account Plan. The plan will typically be a quarter, half-year, or full year.

Here are some examples of fields you might create.

Account Plan Fields

These are the fields we include in our pre-built app. You can create others – or hide some of these fields if you wish.

Goals . The vital things you must achieve with this customer or prospect during the year.

SWOT Analysis. The strengths, weaknesses, opportunities, and threats to successfully achieving your goals.

Stakeholder Management Plan. Identifies the critical people at the customer and describes how you will manage and develop those relationships.

Support Required. People often overlook the importance of defining the internal resources you need.

Short Term Plan. The steps you will take over the next 2 to 4 weeks.

Create Key Account Plans that drive business development and sales.

Visit the AppExchange

Of course, you update the fields throughout as relationships develop and new opportunities and threats emerge.

Key Account Plan Objectives

Next up, the specific objectives you plan to achieve during the lifecycle of the Account Plan.

Ideally, you want to aim for two to five objectives.

In each case, record the owner, current status, the date you aim to succeed, and other essential fields that describe how you will achieve the objective.

Don’t forget to include fields for the objective owner and manager to enter review comments.

Use these fields to enter information and lessons that will sharpen your account planning in the future.

Account Plan Metrics

It’s not enough to record how we will work to develop the customer or prospect.

We also need to record success.

These are the KPI fields we use in our strategic account planning app:

Sales Target. The value of won opportunities in the period. In some businesses, this needs to reflect the amount of scheduled revenue .

Won Revenue. The value of closed-won opportunities. Again, in other companies, this can be the value of scheduled revenue in the year.

Pipeline. The value of pipeline opportunities due to close during the Account Plan. Or the amount of scheduled revenue due to land in the period.

Weighted Pipeline. The pipeline opportunities are multiplied by the probability.

Total Expected Revenue. Expected Revenue is the value of closed-won opportunities plus the weighted pipeline.

Forecast Target Variance. The difference between the Sales Target and Total Expected Revenue.

Opportunities automatically link to the Account Plan based on the Closed Date. Whenever a deal is updated, the metrics automatically adjust.

Percentage performance on each KPI is on the right.

The in-line chart shows how revenue compares to the target.

The light blue column is the target; dark blue is closed-won; light green is the weighted target, and the dark green indicates Forecast Target Variance.

As a result, we can immediately see whether the pipeline coverage is big enough to hit the customer’s target.

Incidentally, here’s where you can get more tips and a full guide to all the fields and sections covered here:

How To Create Account Plans That Actually Work | Ten Best Practice Tips

How Opportunities Link To The Key Account Plan

Each time an Opportunity is created or edited, a code-based trigger links the Opportunity to the relevant Account Plan.

The value of all linked opportunities rolls up to the plan.

You can use the same approach if you bring invoices or import orders into Salesforce . We have code pre-built that can seamlessly link these records to the relevant plan.

Get in touch with us if you’d like to find out more.

Contact Roles on Account Plans

In this example, we have listed three people as playing a role in the Account Plan.

These are the people you must influence in a positive way to maximize the success of your business development effort.

In our app, you can easily add more people to this list.

This action is a valuable, practical step. We have to think through the contact roles at each customer to link the right people to the plan.

Often, it’s at this stage that we realize we are missing essential relationships. That means we need to locate and build new relationships with other significant players.

Partner Roles on Account Plans

Sometimes, other companies play an essential role in the success of your Account Plan.

For example, in the building industry, firms of surveyors, architects, engineers, and other companies impact your ability to win deals.

In your industry, there may be other external companies heavily involved.

Record these relationships using Partner Roles on the Account Plan.

The Partner Roles Assignment button allows you to add new companies to the plan.

(If other companies do not influence your plan, you can quickly remove this section from the page layout).

Account Plan Colleague Roles

Often, growing a critical customer is a multi-person affair. Project managers, customer service leads, pre-sales engineers, and many others can all be significant players.

The Colleagues Role feature means you can explicitly define the teammates involved with your Account Plan.

Of course, you tailor the specific roles to suit your business.

You can discover everything you need to know about setting up these essential features in our Account Planning Knowledge Base .

Chatter Collaboration

Here’s another vital way for colleagues to collaborate on Account Plans. This method is especially helpful when you are working with complex companies with Account Plans at many levels.

Colleagues must collaborate on Account Plan records and discuss significant changes or updates as and when they happen.

Not only do these conversations need to occur, but they also need to be saved for quick and easy future reference and review.

Here’s where Salesforce Chatter comes in.

By adding a Salesforce Chatter component to the Account Plan page layout, users can easily share essential updates and information.

For example, add Chatter as a separate tab on the page layout.

I recommend you also enable Feed Tracking for the Key Account Plan object. This means you automatically record changes made to high-importance fields directly inside the Chatter Feed.

Furthermore, you can follow specific Account Plans to keep up-to-date with the latest activity.

Any followed record chatter is found in the “What I Follow” section of Chatter.

Chatter Groups are a step beyond recording Chatter messages on a specific record.

Chatter Groups help to manage discussions and comments for a collection of Key Account Plans, Accounts, or anything else for that matter.

Here’s a Chatter Group to discuss everything related to the Acme Inc group of companies.

Users can share posts as expected in the Chatter Feed.

They can even attach related records to the Chatter Group information too.

Bottom line:

Use Chatter on individual records and Chatter Groups for larger discussions for powerful collaboration on Account Plans.

Other Account Planning Features

Here are two other features you likely want to embed within your strategic account planning approach.

Customer and Prospect Segmentation

Segmenting the existing customers and prospects is often the first account planning step. That’s because you need to identify those businesses where it is crucial to create a thoughtful Account Plan.

It’s common for businesses only to use one field for this segmentation. However, I recommend using two picklists.

Current Segment . This field identifies your current relationship with the customer or prospect. Within our app, the values are:

Strategic Customer.
Steady Customer.
Occasional Customer.
No Relationship.
Negative Relationship.

Target Segment . This field specifies how to you want to extend the relationship. We use the first four values from the Current Segment in this Target Segment picklist.

Remember, for many customers, the current and target segments will be the same. If a particular business is an Occasional Customer, it may be entirely legitimate for the company to remain that way.

On the other hand, if you plan to transition from an Occasional Customer to being a Steady Customer, I want to see a robust Account Plan that explains how we will get there.

In other words, an excellent place to start in your key account planning process is deciding which customers and prospects justify the effort of creating a thoughtful plan.

Call Cadences

How you segment your customers and prospects may also influence your business development call cadence.

In other words, how often you proactively make contact with the customer. The greater the movement from the Current to the Target segment, the more frequent you want this cadence.

Here’s how we do this within our app. Use the Call Frequency field to set the cadence.

When you log a call, the Last Activity and Next Activity Due fields automatically update based on the cadence.

Now, you can use Account List views to manage your outbound calls to the customer or prospect.

If you watch our app’s video, you can see this in action at 2:50.

Here’s some example of the Salesforce reports and dashboards available on Account Plans.

Account Plan Performance

This dashboard chart means we can quickly understand our performance across all strategic customers.

We can easily see that seven customers are below their revenue targets. Pipeline coverage and won deals are not yet big enough for these customers.

It’s time to double-down on each and figure out how we can drive revenue forward.

The authoritative information in the dashboard chart means that executives and Account Owners can identify the remedial action needed to achieve sales targets.

Likewise, for those customers forecast to be above target, determine what extra steps can further increase revenue.

For added impact, combine strategic account planning with activity reporting on crucial accounts. This tracking is a powerful way to measure and value-adding actions on these essential customers and prospects.

Strategic Customers With/Without Account Plans

This dashboard chart shows the critical customers on which planning is still to take place.

dashboard_chart_accounts_with_without_plan_cropped

If customers are valuable enough to be classified as ‘strategic,’ then there should be a plan to maintain and develop that relationship.

In your business, you probably want the same information by Account Owner and territory.

Account planning is crucial in building and extending the relationship with valuable customers and prospects.

Without it, day-to-day actions and communication occur in a vacuum rather than guided by overall goals and objectives.

The Account Plan template described here is used by many of our customers. The approach produces simple, measurable, and effective plans shareable across the team.

Arrange a web demo

To see how strategic account planning can work in your business, then get in touch. We’ll arrange a web meeting with you.

Or, visit our Account Plan AppExchange page to see more information on our pre-built app and take a free 14-day trial.

GSP Key Account Planner Setup Video

How White Space Analysis in Salesforce Drives New Opportunities

How To Make Account Development Your New Year Centerpiece

10 Account Planning Best Practice Tips | How To Create Plans That Actually Work

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Action Plan For Key Account Management

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Action Plan

Streamline your key account management process with this action plan template

What is Action Plan For Key Account Management Template?

Managing key accounts requires a strategic approach and careful planning. This action plan template is designed to help you streamline your key account management process and ensure that you are effectively managing your most important clients. With this template, you can track action items, set priorities, assign responsibilities, and monitor progress to ensure that you are meeting the needs of your key accounts and driving business growth.

Try this template now

Who is this Action Plan For Key Account Management Template for?

This template is ideal for sales teams, account managers, and business development professionals who are responsible for managing key accounts. It is also useful for executives and managers who oversee key account management strategies and want to ensure that their teams are aligned and focused on driving results.

Why use this Action Plan For Key Account Management Template?

1. Streamline your key account management process. With this template, you can easily track action items, set priorities, and assign responsibilities, ensuring that nothing falls through the cracks.

2. Improve communication and collaboration. By using this template, you can ensure that everyone on your team is on the same page and working towards the same goals. You can easily share the action plan with team members and stakeholders, fostering collaboration and alignment.

3. Drive business growth. Effective key account management is crucial for driving business growth. By using this template, you can ensure that you are effectively managing your key accounts, identifying opportunities for growth, and taking proactive steps to maximize revenue and customer satisfaction.

Get Started with Action Plan For Key Account Management Template.

Follow these few steps to get started with Lark templates:

1. Click 'Use this template' on the top right corner to sign up for Lark

2. After signing up for Lark, you will be directed to the Action Plan For Key Account Management Template on Lark Base. Click 'Use This Template' on the top right corner of Lark Base to copy a version of the Action Plan For Key Account Management Template to your workspace.

3. Change fields of the template to fit your needs

4. Take advantage of the full potential of this Action Plan For Key Account Management Template.

💡 Helpful reads:

Read more on productivity and collaboration

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Visualize your long-term financial plan with ease.

Short-Term Resource Allocation

Optimize your short-term resource allocation with ease, financial contingency planning, manage financial risks with a comprehensive contingency plan, budget utilization, track your department/project budget utilization rates with ease.

Cost Reduction Targets

Track cost reduction initiatives and savings targets, capital expenditure, track and manage capital expenditures with ease.

Revenue Generation Strategies

Optimize your revenue generation strategies with ease, financial decision making, make informed financial decisions with ease, research and development funding, track your research and development funding plans with ease.

Operational Efficiency

Optimize your operational efficiency with data-driven insights, tax planning strategies, maximize your tax savings with strategic investments and deductions.

Grant Management

Track and manage grant projects efficiently, financial compliance management, monitor financial compliance with ease.

Savings Plan Effectiveness

Track your monthly savings progress and goals, financial kpis, track your financial kpis with ease.

Organizational Wealth Management

Track your organizational wealth with ease.

Financial Training Programs

Plan your financial training programs with ease, customer database management, efficiently manage customer data and interactions.

Client Interactions

Track and manage client interactions efficiently, customer segmentation, analyze customer segmentation data for targeted marketing strategies.

Customer Satisfaction

Analyze customer feedback data for product improvement, client account status, track and manage client account status effectively.

Customer Retention Strategies

Implement customer retention strategies to boost loyalty and engagement, new client onboarding, streamline your new client onboarding processes with ease.

Loyalty Program Management

Manage your loyalty program members with ease, customer behavior analysis, track customer behavior and interactions for better insights, lead generation effectiveness, track your lead generation effectiveness with ease, client service issue resolution, efficiently manage client service issue resolution, marketing campaign impact on sales, analyze the impact of marketing campaigns on customers, high-value customer management, create and manage high-value customer programs with ease.

Client Risk Assessment

Assess client risk levels and red flags for better decision-making.

Customer Event Planning and Management

Effortlessly plan and manage customer events with ease.

Customer Journey Mapping

Map out your customer journey with ease, customer touchpoints, analyze customer touchpoints to improve customer experience.

CRM Integration Effectiveness

Optimize your crm integration effectiveness with data-driven insights, customer acquisition, optimize your marketing campaigns with customer acquisition cost analysis, customer churn rate, analyze customer churn rates and reasons for churn.

Customer Engagement

Analyze customer engagement levels and feedback scores.

VIP Customer Care

Enhance customer care programs for vip clients, customer referral programs, track your customer referrals with ease, customer reward systems, analyze customer reward system data for better marketing strategies, cross-selling and upselling, maximize revenue with cross-selling and upselling strategies.

Customer Support Ticket Management

Efficiently manage customer support tickets with ease.

Client Meeting Scheduling

Efficiently schedule and manage client meetings with ease, customer data privacy management, manage customer data privacy compliance and consent status.

Digital Customer Engagement

Optimize your digital customer engagement with ease.

Customer Payment Preferences

Manage customer payment preferences with ease.

Client Exit Interviews

Gather feedback from exiting clients to improve customer satisfaction.

Phishing Attack Prevention

Track and manage phishing attack incidents, fraud prevention training, track employee fraud prevention training progress, fraud risk assessment, assess and mitigate fraud risks effectively with this comprehensive matrix.

Biometric Fraud Prevention

Track and manage biometric fraud cases efficiently, atm fraud transactions, track atm transactions for fraud detection and investigation, e-commerce fraud, analyze e-commerce fraud indicators and take appropriate actions, anti-fraud workflow management, streamline your anti-fraud workflow with ease, fraud notification systems, streamline your audit process with ease.

Counterfeit Product Detection

Track counterfeit product reports and actions taken, fraud detection technology, streamline your fraud detection technology updates with ease.

Fraud Awareness Campaigns

Track and analyze your fraud awareness campaign metrics, fraud mitigation training effectiveness, enhance fraud mitigation training effectiveness with data-driven insights, forensic audits, track user actions and outcomes in real-time, fraud impact on financials, analyze financial impact of fraud incidents, security breach follow-up, track and manage security breach incidents and follow-up actions.

Fraud Risk Profiling

Manage and mitigate fraud risks effectively, loss prevention strategies, implement effective loss prevention strategies for your business.

Point of Sale Fraud Management

Detect and prevent fraudulent transactions in real-time, fraud detection compliance, streamline your fraud detection compliance reports with ease, sales targets, track and analyze sales team performance against targets.

Supply Chain Reliability

Analyze supplier performance and risk levels for better decision-making.

Quality Control Strategies

Track product quality control statistics with ease.

HR Compliance

Streamline your hr compliance reporting with ease, client satisfaction, track client satisfaction indices and feedback for follow-up actions.

Corporate Social Responsibility

Track and showcase your corporate social responsibility initiatives outcomes.

Energy Consumption

Track and analyze energy consumption data for efficient resource management, customer retention, analyze customer retention rates and reasons for leaving, investment portfolio management, track your investment portfolio returns and performance.

Employee Turnover and Retention

Analyze employee turnover and retention rates with ease, procurement performance, track and optimize your procurement performance metrics, business continuity readiness, ensure your critical functions are ready for any disruption, product development, track your product development milestones and tasks with ease.

Competitive Benchmarking

Analyze your company's performance against competitors in key metrics, change management effectiveness, enhance your change management effectiveness with this template.

Liabilities Template

Track your liabilities and payments with ease, capital and operating leases, track your capital and operating leases with ease, deferred tax liabilities assessment, manage your deferred tax liabilities with ease, equity asset management, efficiently manage your equity assets with real-time tracking and analysis.

Liability Consolidation

Consolidate all your liabilities in one place for better financial management.

Impairment Testing

Track and analyze impairment test results for patients, collateral assets, track and manage your collateral assets with ease.

Asset Finance Assessment

Manage your asset finance agreements with ease, liability management strategies, optimize your liability management strategies with ease, asset retirement obligations, track and manage asset retirement obligations with ease.

Warranty Reserves

Track warranty claims and reserves for products.

Angel Investments

Track your angel investments and portfolio performance, green energy investments, track your green energy investments with ease.

Start-Up Investments

Track your startup investments and outcomes, exchange-traded funds (etfs), analyze and compare exchange-traded funds (etfs) for investment decisions, foreign investments, track and report foreign investments with ease.

Sustainable and Responsible Investments

Track your sustainable and responsible investments with ease.

Liquidity Events

Plan your liquidity events with ease.

Capital Gains

Track your capital gains and losses for various assets.

High-Net-Worth Individual (HNWI) Investments

Track your high-net-worth individual investments with ease.

Economic Impact of Investments

Analyze the economic impact of investments across sectors, mergers and acquisitions investments, integrate your mergers and acquisitions seamlessly.

Currency Exposure Management

Manage currency exposure with ease, track investment decisions and action items from committee meetings.

Compliance Monitoring

Track and manage compliance requirements across different areas, anti-money laundering (aml) compliance, streamline your aml compliance process with ease, know your customer (kyc) compliance, streamline your kyc compliance process with ease, insider trading surveillance, track insider trading activities with ease, esg (environmental, social, and governance) compliance, track and report on your esg performance metrics, consumer financial protection bureau (cfpb) compliance, track and manage consumer complaints and compliance actions, liquidity coverage ratio (lcr) compliance, optimize your liquidity coverage ratio reporting with ease, operational risk management, manage and mitigate operational risks effectively, compliance audit documentation, streamline your compliance audit documentation process, transaction documentation, data privacy audit, track and manage data privacy audit findings and actions.

Market Conduct Compliance

Ensure compliance with data protection, anti-money laundering, employee conduct, health and safety, product safety, insider trading, fair competition, and licensing requirements.

Financial Assessments

Analyze your financial performance with ease.

Track and manage conflict of interest declarations within your organization

Trading compliance, track trading compliance logs and ensure regulatory adherence.

Regulatory Interview Documentation

Streamline your interview documentation process, risk management compliance, manage and mitigate risks with ease.

Legal Case Management for Compliance

Efficiently manage legal cases related to compliance issues.

Export Control Compliance

Ensure export control compliance with ease.

Whistleblower Case Management

Efficiently manage whistleblower cases with ease, cash management strategies, optimize your cash management strategies with these templates.

Liquidity Forecasting

Forecast your cash flow with ease, financial hedging techniques, explore different financial hedging techniques to manage risk effectively, interest rate management, manage interest rates for various financial products and institutions, foreign exchange management, manage foreign exchange transactions with ease, bank relationship management, manage your bank relationships with ease, electronic funds transfer management, effortlessly track and manage electronic fund transfers.

Treasury Operations

Streamline your treasury operations audit process, liquidity reserves management, optimize your liquidity reserves management with real-time data analysis.

Corporate Financing Strategies

Explore various corporate financing strategies for your business growth.

Asset and Liability Management

Optimize your asset and liability matching strategy for financial stability, treasury technology management, optimize your treasury operations with ease, bank fee management, analyze and track bank fees for different account types and fee types, treasury security, enhance your security measures with detailed protocols and reviews, treasury training programs, optimize your treasury training programs with ease.

Guarantees and Letters of Credit Management

Manage guarantees and letters of credit efficiently, debt issuance, track and manage debt issuances with ease, treasury cost savings initiatives, optimize your cost savings initiatives with ease, cash handling procedures, establish and manage cash handling policies for your organization, treasury data management, track your financial transactions and investments with ease, investment policy compliance, ensure compliance with investment policies and regulations.

Suspicious Activity Reports

Report and track suspicious activities in your workplace, anti-money laundering (aml) case management, track and manage anti-money laundering (aml) cases efficiently.

Compliance Checks for High-Risk Clients

Track compliance status and risk levels for high-risk customers, cross-border funds management, monitor cross-border funds transactions with ease, financial intelligence unit management, streamline your financial intelligence unit reporting process.

Board Meeting Minutes

Keep track of meeting details, attendees, discussions, and action items, corporate social responsibility (csr) initiatives, track and manage your corporate social responsibility initiatives with ease, governance risk management, manage governance risk with ease, shareholder engagement, efficiently manage shareholder engagement reports and action items, corporate transparency, evaluate corporate transparency across industries and countries, legal compliance, streamline your legal compliance reporting with ease, customer complaint handling, efficiently manage customer complaints and resolutions, client interaction management, keep track of client interactions and follow-up actions.

Customer Onboarding Experience

Evaluate and improve customer onboarding experience.

Service Improvement Projects

Track project tasks, deadlines, and progress with ease.

Multi-Channel Customer Support

Track and manage customer support inquiries across multiple channels, client lifecycle value, analyze client lifecycle value and churn status, financial forecasting, visualize and track your financial forecast with ease, cost-benefit analysis, analyze the costs and benefits of software upgrades and investments, financial scenario planning, plan your financial scenarios with ease, financial leverage ratios compliance, calculate financial leverage ratios for better decision-making, plan your long-term financial goals and track your progress over the years, customer portal update log for web development, keep track of your portal updates with ease, legacy system upgrade log for it staff, track system upgrades and maintenance activities with ease.

Technical Debt Tracker for Engineering

Track and manage technical debt in your engineering projects.

Application Scaling Strategy for Cloud Operations

Optimize your application scaling strategy for cloud engineers.

Software Training Program Outline for New Employees

Create a comprehensive software training program outline for trainers.

Third-Party Integration Log for System Integration

Track and manage third-party integrations for seamless operations, feature roadmap and timeline for product strategy, plan your feature roadmap and timeline with ease, software budget forecast for financial planning, optimize your software budget forecast for financial planners, change management record for project management, track and manage change requests for project leads, build failure log for build engineers, track and resolve build failures efficiently.

Developer Onboarding Checklist for HR

Streamline the onboarding process for new developers, patch management schedule for it operations, manage your software patch updates with ease, developer onboarding checklist for hr coordination.

Employee Exit Interview Form for Technical Staff

Collect feedback from exiting employees in tech companies, tech job description template for hiring managers, craft detailed job descriptions for tech roles with ease, candidate interview scorecard for technical positions, evaluate candidates for technical roles with a comprehensive scorecard.

Remote Work Policy Compliance Tracker

Track and manage employee compliance with remote work policies, salary benchmarking report for talent management, compare base salary, bonus, and total compensation for various tech roles in different locations, employee equipment allocation log for it, track employee equipment allocation and condition changes, layoff and severance tracker for hr management, track employee terminations, severance packages, and outplacement services offered, tech workforce planning tool for strategy, optimize your tech workforce planning with strategic hr tools.

Recruitment Pipeline Dashboard for Talent Acquisition

Streamline your recruitment process with a comprehensive pipeline dashboard.

Tech Team Building Event Planner

Plan your tech team building event with ease, staff training needs assessment for training coordination, identify and address employee training needs efficiently, tech staff promotion tracker for hr department, track employee promotions and eligibility for future promotions.

IT Certification Tracking for Employee Development

Track employee it certifications for professional development, technical interview question bank for recruiters, create a technical interview question bank for recruiters, workforce capacity utilization report, track employee work hours, projects, and performance metrics, tech mentorship program details for participants, tech mentorship program details for participants, remote access equipment log for it management, track remote access equipment assignments and status, tech employee onboarding experience survey, enhance your employee onboarding experience with data-driven insights.

Probation Period Review Form for HR

Streamline your probation period reviews for new hires, tech staff skill inventory database for resource management, efficiently manage your tech staff skill inventory for resource planning, employee non-compete agreement tracker, track employee non-compete agreements for legal compliance.

Job Candidate Evaluation Form for Technical Interviews

Evaluate job candidates for technical interviews, performance bonus allocation spreadsheet for hr, allocate performance bonuses for finance team members based on their performance and eligibility.

Employee Retirement Planning Guide for HR

Create personalized retirement plans for employees based on their financial goals and current savings, tech project budget overview, track your project budget and expenses with ease, cost-benefit analysis for software implementation, analyze the cost and benefits of software implementations.

IT Project Funding Request Form

Streamline your it project funding requests with ease, technology r&d expense report, track your technology r&d expenses with ease, quarterly it expenditure report, track your it expenses and budget allocation quarterly, cloud computing cost analysis, analyze cloud computing costs with ease, financial forecast for tech products, forecast financials for tech product launches, saas pricing model calculation, optimize your saas pricing strategy with ease, venture capital pitch budget, plan your venture capital pitch budget with ease, cost allocation model for it services, allocate costs for it services efficiently, financial risk assessment for tech projects, assess and manage financial risks for tech projects, financial planning for ai development, track your ai development project finances with ease, software license cost analysis, track software license costs and details efficiently, it security budget planning, track your it security expenses and budget allocations.

Tech Workshop Financial Overview

Effortlessly manage your workshop finances and track income sources, revenue stream analysis for tech businesses, analyze revenue streams for tech companies with ease, expense reimbursement form for employees, streamline your expense reimbursement process for it staff, operational expenditure (opex) report, track and manage operational expenses for it projects, technology consulting fee structure, track technology consulting fees and project details, financial compliance checklist for tech, stay compliant with financial regulations and avoid penalties, tech support incident log, track and manage tech support incidents with ease, it service level agreement (sla) template, track and manage it service level agreements with ease, tech product warranty policy, keep track of your tech product warranties with ease, mobile app support ticket log, efficiently manage support tickets for your mobile app, it support call tracking sheet, efficiently manage it support tickets and resolutions, tech support cost analysis, analyze tech support costs with ease, third-party service provider evaluation, evaluate third-party service providers with ease.

IT Incident Record Book

Create an it incident recovery plan with ease, end-user it support survey, resolve common it issues with ease, system backup procedure manual, efficiently track system backups with detailed logs, it support outsourcing agreement, track it support outsourcing agreements with ease, client it infrastructure setup plan, streamline your it infrastructure setup process with ease, tech support workflow diagram, streamline your tech support workflow with ease, it help desk ticket prioritization guidelines, prioritize it help desk tickets efficiently, technology help desk faqs document, get quick answers to common technology questions with our faq template, service ticket lifecycle management, track and manage service tickets efficiently, client technology setup approval form, streamline client technology setup approvals with ease.

IT Support Team Shift Schedule

Efficiently manage it support team shift schedules.

Technology End-Of-Life Support Plan

Create an end-of-life support plan for technology products.

Remote IT Assistance Guidelines

Track and manage it support tickets efficiently, technology transition support plan, streamline your technology transition process with ease, it support team budget analysis, track your it support team budget allocation and expenses, phishing attack report log for cybersecurity operations, track and manage phishing incident reports for cybersecurity operations, security patch implementation tracker for it departments, track and manage security patch implementation across various systems, data breach response plan for security teams, efficiently manage data breach incidents with a structured response plan, intrusion detection system log for it security, analyze and track security alerts from your intrusion detection system, information security policy compliance checklist, track compliance with information security policies.

Cybersecurity Insurance Coverage Plan

Manage cybersecurity insurance claims with ease, user privilege audit report for it management, manage user privileges and access levels efficiently.

Security Device Maintenance Log

Keep track of security device maintenance and resolutions, it security vendor assessment, assess and manage it security vendors with ease, third-party security review checklist, ensure compliance and security with third-party vendors, cybersecurity budget planner, track cybersecurity expenses and budget variances with ease, security incident severity analysis, analyze security incident severity levels and impacts, cloud security configuration checklist, ensure compliance with cloud security best practices, security awareness campaign planner, track and manage your security awareness campaigns with ease, ransomware response checklist for it, respond effectively to a ransomware attack with this comprehensive checklist.

Digital Forensics Investigation Protocol

Streamline your digital forensics investigations with ease, network access logs for security monitoring, track user access and actions for security audits, security certification tracker for compliance, track employee security certifications for compliance, penetration testing schedule for it security, schedule your penetration testing sessions with ease, secure code review checklist for developers, ensure secure coding practices with this checklist for developers, vpn usage report for network security, track user login and logout activities for network security, security compliance certification log, track and manage security compliance certifications efficiently, remote work security policy, enhance your remote work security procedures with ease, cybersecurity kpi dashboard for it management, track your cybersecurity kpis and take action to improve security measures, cybersecurity policy update log, track and manage cybersecurity policy updates with ease, identity and access management review, manage user access and compliance with ease, insider threat detection strategy, create an insider threat detection report with ease.

Security Architecture Review for IT Systems

Review and assess security architecture for it projects, data quality audit checklist for tech departments, ensure data accuracy, completeness, consistency, timeliness, validity, integrity, uniqueness, and accessibility with this data quality audit checklist, big data project tracker for data science teams, track and manage big data projects for data scientists, data integration workflow for it, streamline your data integration workflow for it teams.

Customer Data Analysis Report for Marketing

Analyze customer data to optimize marketing strategies, data governance policy compliance, track and manage data governance policy compliance.

Machine Learning Model Performance Review

Track and analyze machine learning model performance.

Database Migration Schedule for IT Operations

Streamline your database migration process with ease, real-time analytics dashboard for executives, track your e-commerce performance in real-time with this analytics dashboard.

Business Intelligence Report for Strategic Decisions

Create insightful business intelligence reports for strategic decision-making, predictive analytics implementation plan, optimize your predictive analytics models with ease, cloud data management checklist, ensure data security and compliance with this cloud data management checklist, unstructured data handling protocol, streamline your unstructured data handling procedures, master data management strategy, manage customer, product, and supplier data with ease, data quality metrics dashboard for analysts, monitor and improve data quality metrics for better decision-making, customer segmentation analysis, segment your customers based on demographics and behavior, third-party data sharing agreement, manage third-party data sharing agreements with ease, business data insights report for executives, analyze key business metrics and insights for executive decision-making, data security protocol for tech, ensure data security with comprehensive protocols for tech teams, web analytics integration strategy, streamline your web analytics integration process with ease, big data procurement plan for it, streamline your it procurement process for big data projects, database performance report for database administrators, monitor and analyze database performance metrics for efficient operations, data science project budget template, manage your data science project budget with ease.

Real-Time Data Streaming Management

Monitor real-time data streams with ease, online data collection methods, streamline your online data collection strategy with ease, tech product launch plan for marketing team, plan your product launches with ease.

Digital Marketing Campaign Tracker for Tech Products

Track and analyze digital marketing campaigns for tech brands.

Social Media Analytics for Tech Brands

Analyze social media performance for tech products with ease, email marketing performance dashboard for digital marketing, analyze your email marketing performance with ease, influencer partnership tracker for tech products, track influencer partnerships for tech promotions, tech product review collection strategy, collect and analyze tech product reviews for insights, roi analysis for tech advertising, analyze the roi of your tech ad campaigns with ease, content calendar for tech marketing, plan your content calendar for tech blogs with ease, seo keyword tracker for tech websites, track your seo keywords for tech websites with ease, ppc campaign optimization sheet for online advertising, optimize your ppc campaigns for maximum roi, customer journey map for tech product users, map out the customer journey for tech shoppers, tech webinar planning guide, plan and organize tech webinars with ease, online event audience feedback collection, collect feedback from event attendees and analyze satisfaction levels.

Tech Product Video Marketing Strategy

Create a comprehensive video marketing schedule for a tech product launch.

Social Media Content Plan for Tech Companies

Plan your social media content for tech product launches with ease.

Tech Product Positioning Strategy

Compare tech products based on performance, value, and market segment, customer persona template for tech marketing, create detailed customer personas for tech markets, tech branding guidelines document, ensure consistent branding across all materials with our tech branding guidelines checklist, marketing lead scoring system, automate your lead scoring process with ease.

Digital Asset Management for Marketing

Organize and manage your digital assets for marketing campaigns, multi-channel marketing report for tech products, track your multi-channel marketing performance for tech products, marketing automation workflow setup, automate your marketing workflow for tech companies, public relations impact report for tech companies, analyze the impact of pr activities on web traffic and sales for tech companies, tech product catalogue update procedure, track and manage updates to your tech product catalogue, user feedback survey for tech products, collect and analyze user feedback for tech products, brand awareness survey for tech enterprises, analyze brand awareness survey data for tech enterprises, sponsorship effectiveness analysis for tech events, analyze the effectiveness of sponsorships for tech events, paid media budget tracking for digital campaigns, track your paid media budget for tech ads efficiently, customer advocacy program sheet for tech companies, manage your customer advocacy program for tech services with ease.

YouTube Analytics for Tech Channel

Analyze your youtube channel performance with detailed insights, organic traffic report for tech websites, optimize your organic traffic with data-driven insights, compliance tracking spreadsheet for tech regulations, track compliance with tech regulations across regions, patent filing tracker for tech innovations, track patent filings for tech innovations with ease, legal document repository for tech companies, organize and manage legal documents for your tech startup, gdpr compliance checklist for data protection, ensure gdpr compliance with this comprehensive checklist for data officers, technology licensing agreement template, create a comprehensive technology licensing agreement with ease, it security policy compliance document, ensure it security policy compliance with ease, vendor compliance evaluation for tech projects, track vendor compliance evaluations and upcoming reviews, software compliance audit checklist, track software compliance audit results and actions needed, export control compliance for tech products, manage export control compliance for tech products, legal hold procedure guide for tech litigation, streamline your legal hold process for tech litigations, regulatory change management for tech, manage regulatory changes for tech firms with ease, intellectual property portfolio management, review and manage your intellectual property portfolio efficiently, tech product liability analysis, assess and mitigate potential risks in tech product development, legal review for tech marketing campaigns, streamline your marketing material approval process, environmental compliance report for tech manufacturing, track environmental compliance checks and corrective actions for manufacturing facilities, anti-bribery compliance checklist for tech sector, ensure compliance with anti-bribery regulations in tech deals.

Daily Sales Tracker Template For F&B Store Managers

Track daily sales, transactions, top-selling items, and more for your f&b store.

Weekly Sales Summary Dashboard For Restaurant Owners

Track your restaurant's weekly sales performance and key metrics.

Comprehensive Shift Scheduling Tool For Shift Supervisors

Efficiently schedule employee shifts with customizable preferences and notes, shift swap request form template for restaurants, efficiently manage shift swaps for restaurant staff.

Morning Opening Routine Checklist For Store Operations

Streamline your morning opening routine checklist for store operations managers.

Weekly Supplier Order Form For Procurement Officers

Efficiently manage weekly supplier orders with ease, maintenance service request form for facility managers, track maintenance service requests for different facilities.

Quick Incident Reporting Form For Safety Managers

Efficiently report workplace incidents with a quick form, streamlined customer complaint log for customer service managers, streamline customer complaint management for better customer service.

Reservation Management System Template For Hosts And Guests

Efficiently manage reservations for your restaurant or event space, special event booking form for event coordinators, streamline your event planning process with a comprehensive booking form.

Customizable Catering Request Form For Catering Businesses

Customize your catering request form for seamless event planning, efficient delivery log sheet for delivery coordinators, efficiently track and manage delivery details for your logistics operations.

Takeout Order Tracking System

Track and manage takeout orders efficiently.

Dynamic Waitlist Management Template For Receptionists

Efficiently manage customer waitlists and reservations for reception managers.

Smart Table Management System For Restaurants

Efficiently manage restaurant reservations and seating arrangements.

Tip Distribution Calculation Sheet For Payroll Staff

Efficiently calculate and distribute tips for payroll specialists.

Gift Certificate Management System For Sales Managers

Manage gift certificates for sales managers with ease, promotion approval request form for marketing managers, streamline your promotion approval process for marketing managers, marketing promotion tracking template for marketing departments, track and analyze marketing promotions for targeted audiences across various channels, detailed loss prevention checklist for security managers, ensure compliance and security with a detailed loss prevention checklist, breakage and spillage log template for quality assurance teams, track and manage breakage and spillage incidents in your workplace, emergency contact directory for hr departments, organize employee emergency contact information for hr managers, interactive customer feedback form for service quality managers, interactive customer feedback form for service quality managers, parking coordination planner for valet services, efficiently manage valet parking services with a comprehensive planner, public transport access guide for location staff, optimize public transport accessibility for strategic locations.

Local Business Partnership Log For Business Development Managers

Track and manage your local business partnerships with ease, in-depth market analysis template for market analysts, conduct a comprehensive market analysis for various industries.

Supplier Contact List Template For Procurement Departments

Efficiently manage supplier contact information for procurement managers.

Monthly Price Comparison Chart For Cost Analysts

Analyze monthly price changes for various products and services.

Bulk Order Discount Inquiry Form For Purchasing Departments

Streamline your bulk order discount inquiries with ease, return policy tracker for customer service departments, track and manage customer return requests efficiently, inventory accuracy check sheet for audit teams, track and manage inventory accuracy for audit officers.

Import Duty Calculator For Import Managers

Calculate import duties and taxes for your international shipments, ethical sourcing guidelines for ethical procurement departments, evaluate suppliers based on labor practices, environmental practices, safety standards, and fair trade certifications, vegan product checklist for menu developers, create a checklist for vegan menu development, halal certification tracker for compliance officers, track and manage halal certification status for food products, fair trade product list for social responsibility departments, create a fair trade product list for social responsibility managers, seasonal recipe adjustments planner for chefs, customize seasonal recipes with alternative ingredients and adjustments, special event supply list for event planners, track your event supplies and orders with ease, out-of-stock alternatives guide for sales teams, guide for sales managers on out-of-stock alternatives, new product request form for product development teams, streamline your new product request process for development managers, payment terms agreement template for accounts receivable departments, streamline your payment terms agreements with ease, customer satisfaction survey for marketing departments, gather customer feedback and improve satisfaction levels, birthday club signup form for marketing specialists, create a birthday club signup form for marketing specialists, anniversary promotions planner for event coordinators, plan your promotional activities with ease for upcoming events.

Seasonal Promotions Calendar For Marketing Departments

Plan your seasonal promotions with ease.

Influencer Partnership Tracker For PR Teams

Track influencer partnerships and performance metrics, customer loyalty points tracker for loyalty program managers, track customer loyalty points and manage loyalty program data efficiently, event feedback form for event coordinators, collect and analyze event feedback for continuous improvement, marketing budget planner for financial managers, track and optimize your marketing budget for financial planning services, public relations activity log for pr coordinators, track and manage your public relations activities with ease, customer segmentation grid for marketing departments, segment your customers based on demographics and purchase behavior, promotional campaign planner for campaign managers, plan and manage your promotional campaigns with ease, loyalty program effectiveness tracker for marketing staff, track the effectiveness of your loyalty programs for marketing strategists, marketing campaign roi calculator for marketing departments, analyze your marketing campaign roi with ease, online ordering feedback form for e-commerce teams, collect and analyze customer feedback for online orders, marketing channel efficiency analyzer for channel managers, analyze marketing channel efficiency for channel managers, lead generation form for sales leads managers, streamline your lead generation process with our form template.

Media Coverage Tracker For Media Relations Departments

Track media coverage and analyze impact for your company, trade show planning checklist for event organizers, streamline your trade show planning process with this comprehensive checklist, competitor promotional analysis for strategic managers, analyze competitor promotions for strategic planning, local marketing initiative proposal for local store managers, create and manage local marketing initiatives for your store, influencer content brief for marketing coordinators, streamline your influencer marketing campaigns with ease, vip customer event invitation for vip relations managers, manage vip customer event invitations and follow-ups with ease.

Seasonal Email Campaign Template For Email Campaign Managers

Create engaging seasonal email campaigns for different target audiences.

Customer Retention Analysis Tool For Business Analysts

Understand customer retention and loss reasons with data analysis, marketing material inventory list for marketing material coordinators, manage your marketing material inventory with ease.

Brand Positioning Worksheet For Brand Strategists

Create a brand positioning worksheet for brand strategists, crisis communication plan for crisis managers, create a crisis communication plan for various crisis scenarios, event sponsorship evaluation form for sponsorship coordinators, evaluate event sponsorships for optimal roi, marketing compliance checklist for compliance departments, ensure marketing compliance with ease, digital presence audit for digital strategists, audit your digital presence across various channels and optimize for better engagement, content marketing strategy planner for content managers, plan your content marketing strategy with ease, interview evaluation form for hiring teams, evaluate candidates for various positions with ease, time off request form for department managers, streamline time-off requests for department heads with ease, work injury report form for safety departments, streamline work injury reporting and management for safety managers, employee exit interview form for hr specialists, streamline your employee exit interview process with this form for hr specialists, labor cost analysis report for financial analysts, analyze labor costs for different departments and positions, payroll calculator for payroll departments, automate your payroll calculations with ease, incident report form for security departments, streamline incident reporting for security officers, staff contact directory for office managers, organize your staff contact information with ease, team building activity planner for team coordinators, plan engaging team bonding events with ease, mentorship program outline for mentoring coordinators, plan and execute a comprehensive mentorship program for mentoring coordinators.

Employee Wellness Program Template For Wellness Managers

Track employee participation and progress in wellness programs, hr policy update notice for all departments, inform employees about recent updates to hr policies, retirement planning worksheet for financial planners, plan your retirement with ease, diversity and inclusion training schedule for diversity managers, plan your diversity and inclusion training schedule with ease, employee feedback collection form for feedback teams, collect and analyze employee feedback for actionable insights, non-disclosure agreement for hr departments, create a comprehensive non-disclosure agreement for hr managers, employee referral form for recruitment teams, streamline your employee referral process for recruitment managers, job offer letter template for hiring managers, streamline your hiring process with customizable job offer letters, employee of the month voting form for team members, recognize outstanding team members with an employee of the month voting form, hr incident log for incident coordinators, track and manage workplace incidents with ease.

Daily Kitchen Sanitation Checklist For Sanitation Supervisors

Ensure cleanliness and safety in your kitchen with this daily sanitation checklist, monthly pest control log for facility managers, track and manage pest control activities in your facility with ease.

Food Storage Guidelines Poster For Kitchen Managers

Keep your kitchen organized and safe with proper food storage guidelines, cross-contamination prevention checklist for food safety teams, ensure food safety and compliance with a cross-contamination prevention checklist for chefs.

Cook-Off Evaluation Form For Executive Chefs

Evaluate executive chefs in a cook-off competition.

Customer Allergy Alert Form For Waitstaff

Create a customer allergy alert form for wait staff.

Corrective Action Report For Quality Incidents For Quality Assurance Departments

Track and manage quality incidents with ease, product quality review for product managers, track and manage product quality metrics and customer satisfaction ratings.

Ingredient Specification Sheet For Purchasing Departments

Streamline your ingredient procurement process with detailed specifications, final product release checklist for production managers, ensure a smooth final product release process with this comprehensive checklist for production managers.

Temperature Logs For Refrigeration Units For Maintenance Teams

Track and manage temperature logs for refrigeration units maintenance, loan repayment tracker for credit managers, track loan repayments and client details efficiently.

Credit Card Reconciliation Sheet For Accounts Departments

Efficiently reconcile credit card transactions for accurate financial tracking, budget planning template for budget planners, efficiently track and manage departmental budgets with real-time insights, pricing strategy planner for pricing managers, optimize your pricing strategy with ease, risk assessment matrix for risk managers, efficiently manage and mitigate risks with a comprehensive risk assessment matrix, cash handling policy for store managers, establish and enforce cash handling procedures for store managers, revenue forecast model for revenue analysts, forecast your revenue with precision and accuracy, cost reduction plan for cost managers, optimize your department's expenses with a cost reduction plan.

Profit Margin Tracker For Sales Managers

Track your product sales, expenses, and profit margins with ease, fixed asset register for asset managers, track and manage your fixed assets efficiently, financial impact assessment for strategy teams, assess the financial impact of strategic initiatives, debt management plan for debt managers, manage your debts effectively with this debt management plan template, equity management spreadsheet for equity managers, manage your equity investments with ease, currency exchange rate tracker for international business managers, track currency exchange rates for international business managers, fiscal year budget template for financial planners, track and manage departmental budgets with ease, financial transaction log for financial departments, inventory valuation report for inventory accountants, track your inventory valuation and sales performance, financial meeting agenda for financial planners, streamline your financial meetings with a structured agenda, return on investment calculator for investment analysts, calculate your return on investment for various investment types, online order tracking form for e-commerce departments, track and manage online orders with ease, technology vendor contact list for procurement departments, organize your technology vendor contacts for easy procurement management, social media performance report for social media managers, analyze and optimize your social media performance with ease, customer database update form for database managers, update and manage your customer database with ease, technology incident report for it support teams, track and manage technology incidents reported by users.

IT Equipment Checklist For IT Procurement Departments

Track your it equipment procurement process efficiently, system backup schedule for system administrators, efficiently manage system backups with detailed scheduling and monitoring.

Software Licensing Management Tool For Software Managers

Manage software licenses efficiently with our tool, technology implementation roadmap for project managers, streamline your project management process with a comprehensive technology implementation roadmap, data migration plan for data managers, streamline your data migration process with ease, cloud service evaluation for cloud specialists, evaluate cloud service providers for your specific needs, app feature wishlist for product managers, optimize your app feature wishlist for product managers, it asset depreciation schedule for financial managers, track and manage it asset depreciation for financial planning purposes, tech support ticket form for it support departments, streamline your tech support ticketing process with ease, website seo checklist for seo specialists, optimize your website for search engines with this comprehensive seo checklist.

CRM System Evaluation For CRM Departments

Evaluate crm systems for crm managers, mobile device management policy for it departments, manage your mobile device security policies with ease, remote work software toolkit for hr departments, optimize your hr processes with the best remote work software tools, cloud storage options comparison for cloud analysts, compare cloud storage options for cloud architects.

Tech Innovation Log For Innovation Managers

Track and manage tech innovation projects with ease.

IT Emergency Response Plan For IT Departments

Create an it emergency response plan for it directors, digital asset management strategy for digital asset managers, efficiently manage and organize your digital assets with ease, monthly utility usage report for facilities managers, track and analyze monthly utility usage for multiple facilities, biodegradable products tracker for environmental managers, track and manage biodegradable products disposal for environmental officers.

Local Supplier Assessment For Procurement Specialists

Evaluate local suppliers for procurement specialists.

Sustainability Goals Tracker For Sustainability Coordinators

Track and manage sustainability goals for your organization.

Energy Efficient Equipment List For Energy Managers

Optimize your energy consumption with the right equipment, vegan and vegetarian options planner for dietary specialists, plan your vegan and vegetarian menu with ease, sustainability project budget template for financial managers, track and manage sustainability projects with ease, corporate social responsibility report for csr departments, create a comprehensive corporate social responsibility report for csr managers, green event checklist for event coordinators, plan your eco-friendly event with ease, sustainability award application form for pr departments, submit your sustainability projects for recognition, green product development brief for product developers, develop sustainable green products with ease.

Eco-Friendly Employee Incentives For HR Departments

Implement eco-friendly employee incentives to promote sustainable practices in the workplace, community green initiative planner for community relations managers, plan and manage community green initiatives for enhancing local biodiversity, environmental sustainability training for new employees, track employee training progress and completion status.

Zero Waste Challenge Tracker For Project Managers

Track and monitor your team's progress in implementing sustainability initiatives, eco-tourism project proposal for marketing departments, create eco-tourism project proposals for marketing managers, sustainable agriculture practices for agricultural managers, implement sustainable agriculture practices for agricultural managers, green roof installation guide for building managers, guide for building managers to install a green roof on their building.

Water Reclamation System Setup For Environmental Managers

Efficiently manage water reclamation system setup projects, sustainable fishing practices for restaurant managers, track your sustainable seafood purchases and costs.

Green IT Practices For IT Departments

Implement sustainable it practices for a greener workplace, seasonal specials planner for restaurants, plan your seasonal specials with ease, recipe standardization form for kitchen managers, standardize your recipes for efficient kitchen management, dish removal assessment for executive chefs, evaluate dishes for retention or removal based on sales volume, cost, preparation time, customer feedback, and chef's notes, competitor menu comparison for strategy managers, compare competitor menus for strategic decision-making.

Dish Development Timeline For Product Development Teams

Track the development timeline of new dishes from idea submission to launch.

Cost Reduction Strategies For Menu Items For Cost Control Departments

Implement cost reduction strategies for menu items to save on expenses, themed menu planner for event coordinators, create themed menus for your events with ease, special event menu template for catering departments, create customized menus for special events with ease, new recipe costing template for cost analysts, calculate the cost of ingredients and recipe yield for new recipes, ingredient substitution guide for nutritionists, easily substitute ingredients in your recipes with this comprehensive guide.

Seasonal Ingredient Tracker For Inventory Managers

Track seasonal ingredient availability, stock levels, and suppliers.

Menu Translation Sheet For Multilingual Restaurants

Translate your menu items into multiple languages for a diverse customer base.

Kids Menu Planner For Family-Friendly Restaurants

Plan your kids menu with ease for family-friendly restaurants.

Vegan Menu Development Template For Menu Developers

Create a diverse and delicious vegan menu with ease, gluten-free menu planner for dietary specialists, plan your gluten-free meals with ease, special diets menu planner for nutritionists, plan your special diets menu with ease, limited time offer menu template for marketing departments, create a limited-time offer menu for marketing managers.

Cultural Cuisine Introduction Plan For Culinary Teams

Introduce students to diverse cultural cuisines through hands-on cooking lessons, cross-utilization of ingredients plan for cost reduction teams, optimize ingredient usage and reduce costs with cross-utilization plan, seasonal menu change checklist for operations managers, streamline your seasonal menu change process with this checklist, recipe modification log for chefs, track recipe modifications and improvements for r&d teams.

Recipe Book Template For Cookbook Publishers

Create a stunning recipe book template for cookbook authors, restaurant theme concept proposal for business developers, create a unique restaurant concept proposal for business developers.

Catering Menu Proposal Template For Catering Sales Managers

Create a professional catering menu proposal for catering sales managers.

Holiday Menu Specials Planner For Event Coordinators

Plan your holiday menu specials with ease, takeout and delivery menu optimizer for operations managers, optimize your takeout and delivery menu for maximum profitability, menu cost review for financial controllers, optimize your menu pricing strategy with detailed cost analysis, chef's special planner for head chefs, plan your chef's special dishes with ease, upselling strategy for menu items for sales teams, boost your restaurant's revenue with strategic upselling techniques, interactive digital menu setup for it departments, create an interactive digital menu for restaurants and bars, menu layout design for graphic designers, create a visually appealing menu layout design for graphic designers, food trend analysis for market researchers, analyze food trends for market researchers, gourmet food pairing guide for gourmet restaurants, pair gourmet dishes with the perfect beverages for a delightful dining experience.

Farm-To-Table Menu Strategy For Sustainability Managers

Create a sustainable farm-to-table menu strategy for your restaurant, event inquiry form for event coordinators, streamline event planning with an easy-to-use form, event timeline planner for project managers, plan your event timeline with ease, event staffing requirements for hr departments, efficiently manage event staffing requirements for hr managers.

Catering Delivery Checklist For Delivery Teams

Efficiently manage catering delivery schedules and logistics, post-event evaluation form for quality assurance departments, evaluate event success and identify areas for improvement, catering equipment checklist for catering equipment managers, keep track of your catering equipment inventory and maintenance schedule, food safety plan for events for safety managers, ensure food safety at your events with this comprehensive plan.

Wedding Catering Planner For Wedding Planners

Effortlessly plan and manage wedding catering details for your clients.

Corporate Event Menu Planner For Corporate Event Managers

Plan your corporate event menus with ease, vip event management template for vip relations managers, efficiently manage vip events with ease, award ceremony catering schedule for event coordinators, plan your catering schedule for an award ceremony with ease.

Art Exhibition Reception Planner For Art Coordinators

Effortlessly plan and execute art exhibition receptions with this comprehensive planner, fundraiser event checklist for nonprofit event planners, stay organized and on track with your nonprofit fundraiser event planning.

New Year'S Eve Party Planner For Event Managers

Plan your new year's eve party with ease.

Theme Party Catering Guide For Party Planners

Plan your theme party catering with ease.

Culinary Workshop Schedule For Culinary Instructors

Plan your culinary workshop schedule with ease, food festival planner for festival coordinators, plan your food festival events with ease, banquet setup guide for banquet managers, create detailed event setup guides for banquet managers.

Live Cooking Demonstration Organizer For Event Managers

Organize live cooking demonstrations for chefs, charity event catering planner for charity coordinators, effortlessly plan catering for charity events with detailed event information and supplier details, public event safety protocol for safety managers, ensure the safety and security of public events with comprehensive protocols, food and beverage service training for training departments, plan your training sessions with ease, corporate retreat food planner for retreat organizers, effortlessly plan meals for corporate retreats with ease, bridal shower catering guide for event planners, streamline your catering planning for events with ease.

Movie Premiere Catering Layout For Event Coordinators

Plan your event catering with ease, product launch party menu for marketing departments, plan your product launch party menu with ease, book signing reception planner for public relations managers, plan your book signing reception with ease, art gallery opening catering guide for gallery managers, streamline your catering orders for art gallery openings, interactive menu development tracker for f&b product developers, track and manage the development stages of f&b products with ease.

Dynamic Beverage Stock System For Bar Managers

Efficiently manage your beverage stock with real-time updates and analytics, customer allergy and preferences log for restaurant staff, customize meals based on customer allergies and preferences, detailed event catering project planner for event managers, efficiently plan and manage event catering details for seamless execution, optimized food truck route planner for mobile food operators, optimize your food truck route with ease.

F&B Industry Compliance Audit Toolkit For Compliance Managers

Streamline your compliance audit process for food and beverage establishments.

Action Plan For Remediation

Create an action plan for remediation to address and resolve issues effectively.

Create personalized email templates for various occasions

Visualize and organize your ideas with a mind map

College resume, create a professional college resume to showcase your achievements and skills.

Letter Of Interest

Create professional and compelling letters of interest with ease.

Sign In Sheet

Efficiently track visitor sign-ins and sign-outs.

Play Bingo with your team and have fun while working

Job Description

Create comprehensive job descriptions for various positions.

Job Application

Track and manage job applications with ease.

Frayer Model

Organize and analyze information with the frayer model.

Create a professional one-pager for your project

Executive Summary

Summarize key findings and strategic direction in an executive summary, fishbone diagram, identify and analyze potential causes of a problem with a fishbone diagram.

Create a professional About Me page with ease

Budget Temp

Track your expenses and manage your budget with ease.

Vehicle Bill Of Sale

Create a professional vehicle bill of sale with ease.

Plot Diagram

Visualize the plot of your story with a plot diagram.

Lined Paper

Create lined paper templates for various purposes.

Book Report

Create professional book reports with ease, create an eye-catching pamphlet for your business or event, all about me, create a personalized 'all about me' template.

Create professional name tags for your events

Chore Chart

Keep track of household chores with this chore chart template.

Create a professional table of contents for your document.

Rent Receipt

Create professional rent receipts with ease.

Budget Sheet

Daily Planner

Stay organized and maximize productivity with our daily planner template, budget planner, track your income and expenses with ease.

Capture and showcase your favorite memories with a Polaroid-style photo template

Streamline communication and reporting with the sbar template, sign up sheet, efficiently manage event sign-ups and preferences.

Concept Map

Visualize and organize complex concepts with a concept map.

Christmas List

Keep track of your christmas gift list with ease.

Create a comprehensive shot list for your film or video project

Essay Outline

Create a comprehensive essay outline for environmental conservation.

Grocery List

Keep track of your grocery list and expenses with ease.

Create and customize your own Bingo cards

Learn about different butterfly species and their characteristics

Efficiently manage work orders and track progress

Raffle Ticket

Create professional raffle tickets for your event.

Track and manage your investment portfolio with ease

Visualize and analyze circle data with ease

Personal financial statement, track your assets, liabilities, and net worth with ease.

Missing Poster

Create missing person posters with ease, evaluate and grade student work with ease using this rubric template, create mla format citations with ease, study guide, stay organized and track your study progress with this comprehensive study guide template, manage your book collection with ease.

Create professional quotes for your business

Create a comprehensive fish database with Lark

Employment verification letter, generate employment verification letters with ease.

2 Week Notice Letter

Create professional 2-week notice letters with ease.

Spelling Test

Track and analyze spelling test results, visualize your family tree with a genogram.

Book Review

Capture and organize book reviews with ease, eisenhower matrix, organize your tasks based on urgency and importance with the eisenhower matrix, employee evaluation, streamline employee evaluations and performance tracking, review of systems, review your symptoms and medical history with this comprehensive template.

Certificate Of Completion

Create professional certificates of completion for courses and workshops.

Organize and share your favorite recipes with ease

Construction contract, create and manage construction contracts with ease.

Employee Of The Month

Recognize and reward outstanding employees with the employee of the month template.

Weekly Budget

Character Reference Letter

Create a character reference letter with ease.

Create an organized outline for your projects

Decision Tree

Make informed decisions with a decision tree template.

Create a fact sheet to showcase your company's key information

Cleaning Schedule

Keep your workspace clean and organized with this cleaning schedule template, doctors note for work, generate doctors' notes for work with ease, streamline your essay writing process with this comprehensive essay template.

Organize travel itinerary with ease

Create a comprehensive syllabus for your course.

User Persona

Create user personas to understand your target audience, trading card, organize and track your trading card collection, credit dispute letter, resolve credit report inaccuracies with a professional dispute letter.

Discover different types of flowers and their characteristics

Create professional lab reports with ease, keep track of your professional references, logic model, create a logic model to plan and evaluate your projects.

Create your own cookbook with ease

Stay organized and on top of your tasks with this checklist template.

Simple Budget

Recipe card, create beautiful recipe cards with ease.

Create professional cover pages for your documents

Professional references, organize and manage your professional references with ease, create mla citations with ease.

Create engaging blog posts with ease

Recipe book, create your own recipe book with ease.

Binder Cover

Create personalized binder covers for your projects, letter of authorization, authorize parties and grant specific authorities with this letter of authorization template.

Acting Resume

Create a professional acting resume with ease, graph paper, create custom graphs and charts with ease, cease and desist letter, send professional cease and desist letters to protect your intellectual property rights, terms and conditions, create a comprehensive terms and conditions template for your website, free monthly budget, organize and track your board game collection, permission slip, create permission slips for student activities, attendance sheet, track employee attendance and manage work hours.

Business Contract

Create professional business contracts with ease, reading log, keep track of your reading progress and insights, create and manage scripts for your film or theater production.

Thesis Statement

Create effective thesis statements for various topics, create professional case study reports with ease.

Manage your bill of lading (BOL) with ease

Generate professional check stubs for your employees, employment letter, create personalized employment letters for your employees, debt verification letter, verify and dispute alleged debts with ease, shopping list, stay organized and never forget your shopping list again.

Door Hanger

Efficiently distribute messages and promotions with door hangers.

Baseball Lineup

Create and manage your baseball lineup with ease, plan and track your work projects with ease, demand letter, demand payment for outstanding invoices and unpaid fees, puzzle piece, organize and track your puzzle pieces with ease.

Notebook Paper

Organize your biology class with this notebook paper template.

Keep track of tree information and conservation status

Create a professional price list for your products or services.

Check Register

Place Setting

Create personalized place settings for your event.

Gantt Chart Templ

Track project progress and manage tasks with this gantt chart template.

Needs Assessment

Assess your organization's needs and prioritize projects.

Mental Status Exam

Conduct comprehensive mental status exams with ease, checkbook register, keep track of your expenses and manage your finances with ease, customer journey map, visualize and understand your customer journey with ease, free org chart, visualize your organization's structure with ease.

Simple Monthly Budget

Letter of employment, generate professional letter of employment templates, problem statement, streamline problem identification and resolution.

Collect signatures for your petition with ease

Create personalized personas for your target audience.

Bill Of Sale

Create professional bill of sale documents with ease, research proposal, streamline your research proposal process with this template, create and analyze surveys with ease, buyer persona, create personalized buyer personas for your marketing strategy, certificate of appreciation, recognize and appreciate outstanding achievements with personalized certificates, social security card, create professional and secure social security card templates, one on one meeting, streamline your one-on-one meetings with this template, story board, visualize your story with a storyboard template.

Literature Review

Organize and analyze research literature for your literature review.

Bill Tracker

Track and manage your bills with ease, consulting contract, create a comprehensive consulting contract with ease, create your own screenplay with ease.

Exit Ticket

Gather feedback and assess student understanding with this exit ticket template, interview thank you email, express gratitude and follow up after an interview.

Bill Of Sale Word

Create a captivating story with our story map template.

Cleaning List

Keep your space clean and organized with this cleaning list template, police report, efficiently manage and track police reports with this template, succession planning, plan for the future of your organization with a comprehensive succession planning template, blank check, create professional and customizable blank checks.

Streamline user registration and account management

Reference List

Create a professional reference list for your research papers and publications, simple will, create a simple will to distribute your assets.

Grant Proposal

Streamline your grant proposal process and increase your chances of securing funding, essay format, format your essays with ease using this template.

Budget Tracker

Track your expenses and income with ease, letter of support, show your support with a letter of endorsement, college essay, streamline your college essay writing process with this comprehensive template, thank you letter, express gratitude and follow-up with personalized thank you letters, create your own game board with ease.

Collection Letter

Streamline your collection letter process with this customizable template, bullet journal, stay organized and productive with a bullet journal template, news article, create professional news articles with ease, birthday calendar, never miss a birthday with this customizable birthday calendar template.

Monthly Bills

Stay on top of your monthly bills with ease.

Visualize your data on a bubble map

Create an elegant gala event booklet

Stock Certificate

Create professional stock certificates for your shareholders.

Exit Interview

Streamline your exit interview process and gather valuable feedback from departing employees, financial plan, manage your personal finances with ease.

Value Proposition

Create compelling value propositions for your target customers, event proposal, create professional event proposals with ease, verification of employment letter, verify employment details with ease.

Doctor Excuse

Generate doctor excuse notes for patients, policies and procedures, manage and track your organization's policies and procedures, job posting, create professional job postings with ease, movie script, create a movie script with ease, food journal, track your daily meals and nutritional intake with ease.

Memo Format

Create professional and organized memos with ease, corrective action plan, track and manage corrective actions for identified issues, mission statement, craft a compelling mission statement for your organization.

To Whom It May Concern Letter

Create professional recommendation letters with ease.

Keep track of your calls and follow-ups with ease

Waiver of liability, create a waiver of liability for your activities, track your business financial performance and growth.

Monthly Work Schedule

Manage your team's work schedule with ease.

Block Schedule

Organize your school's block schedule with ease, birthday list, keep track of birthdays and gift ideas for your friends and family.

Journey Map

Visualize and analyze customer journey with ease, create a comprehensive site map for your website, notary acknowledgement, create professional notary acknowledgement templates with ease, job proposal, create professional job proposals with ease.

Rent Ledger

Track rent payments and balances with ease, cleaning checklist, efficiently manage cleaning tasks with this comprehensive checklist template.

Potluck Sign Up Sheet

Organize your potluck event with ease.

Birth Certificate

Create personalized birth certificates for newborns, questionnaire, create engaging and interactive quizzes with our questionnaire template, certificate of origin, create professional certificate of origin documents with ease, envelope address, create professional envelope addresses with ease, notarized letter, create professional notarized letters with ease.

Stakeholder Analysis

Analyze and manage project stakeholders effectively.

Instagram Carousel

Create engaging instagram carousels with ease.

Decision Matrix

Make informed decisions with the decision matrix template.

Create stunning mood boards with a variety of visual elements

List of references, create a comprehensive list of references for your research projects, bill of lading, create professional bill of lading documents with ease, track and manage your monthly expenses with ease, reference sheet, organize and manage your references with ease, efficiently manage household chores with this chore list template, happy birthday, plan and organize birthday celebrations with ease.

Blank Bingo

Create your own customized bingo game, bank statement, track your financial transactions and balance with ease.

Create a personalized birth plan for a smooth delivery

Free itinerary, create a personalized travel itinerary with ease.

Custody Agreement

Create a comprehensive custody agreement for co-parenting, visualize your data with a colorful bar graph.

Policy And Procedure

Standardize your company policies and procedures with this template.

Track and manage handovers between team members

Create professional and customizable quotes for your clients

Contractor estimate, estimate the cost and materials needed for your construction project, itinerary temp, plan your travel itinerary with ease, create a personalized will with ease, free work schedule, efficiently manage employee schedules with this free work schedule template, manage your cloud resources with ease.

Rent To Own Contract

Create a rent-to-own contract for tenants and landlords, sales funnel, track your sales pipeline and manage deals effectively, budget proposal, create a budget proposal for your projects.

Create professional doctor's note templates for patients

Script Format

Create professional scripts with ease, gift letter, create personalized gift letters for donors and recipients.

Letterhead Word

Create professional letterheads with ease, missing person, track missing persons and their case details.

Contractor Agreement

Create a comprehensive contractor agreement with ease, recommendation letter, create personalized recommendation letters with ease, wanted poster, create a professional wanted poster for fugitives, monthly budget, track your monthly budget and manage your expenses with ease, letter of recommendation, create professional and compelling letters of recommendation, doctors note, keep track of patient visits and medical recommendations with this doctor's note template, create a professional newspaper with ease, vision board, visualize your goals and dreams with a vision board, create professional and personalized envelopes for your business, business plan, create a comprehensive business plan with ease, project plan, plan your projects with ease.

Create professional newsletters with ease

Account Based Marketing

Manage your account-based marketing strategies effectively.

Price Matrix

Track and compare product prices, bulk prices, and vendor details.

Content Calendar

Organize and plan your content strategy with ease.

Product Roadmap

Track and manage your product features with ease.

Gantt Chart

Track your project progress with a comprehensive gantt chart.

Availability

Manage your resources and schedule with ease, inventory sheet, manage your inventory with ease and precision, income statements, streamline your request for quotation process with this rfq template, manage your projects efficiently with a clear overview of all activities, project status report, track your project's progress, budget, and health with ease.

Requirements Gathering

Streamline your project requirements with a comprehensive overview.

Staff Availability

Manage your staff's availability with ease and efficiency.

Weekly Stand Up Meeting

Streamline your weekly stand-up meetings and keep track of team progress.

Release Management

Manage your software releases efficiently and effectively, networking spreadsheet, manage your professional contacts and networking activities effectively, process documentation, streamline your business processes with a comprehensive documentation, account planning, streamline your account management and planning process.

Action Item

Track and manage your team's tasks efficiently.

Business Requirements Document

Streamline your project requirements with a comprehensive and organized approach, communications plan, streamline your communication strategy with a comprehensive plan.

Post Mortem

Analyze your projects, identify successes and failures, and improve future endeavors.

Party Planning

Organize your party planning with ease and efficiency.

Vacation Itinerary

Plan your dream vacation with ease, business model canvas, visualize, design, and reshape your business model with ease, track your company's financial health with a comprehensive p&l statement, manage your marketing campaigns effectively and efficiently.

Production Schedule

Streamline your production process with a comprehensive schedule, sprint planning, streamline your sprint planning with a comprehensive overview of tasks, assignments, and deadlines, construction daily report, track your construction project progress daily.

Product Backlog

Manage your product backlog with ease and efficiency, release plan.

10 Year Plan

Plan your personal and professional life for the next 10 years.

Event Run Of Show

Efficiently plan and manage your event schedule, 3 year plan, plan your business objectives and strategies for the next three years, order tracker, track your orders and deliveries in real-time, manage your grants effectively and efficiently, trade show planning, streamline your trade show planning process.

Manage your customer relationships with ease

Training plan, streamline your training sessions with a comprehensive plan.

Project Outline

Streamline your project management with a comprehensive outline, organize your meetings effectively with a comprehensive overview, interview guide, streamline your interview process with a comprehensive guide, manage and organize your team's profiles in one place, vendor management, manage your vendors, contracts, and services in one place, real estate schedule, manage your real estate showings, agent details, and property status in one place.

Jira Checklist

Streamline your project management with a comprehensive checklist, class schedule, organize your class schedule with ease, marketing campaign, plan, track, and analyze your marketing campaigns in one place, design brief, streamline your design projects with a comprehensive brief, manage and analyze your product reviews in one place.

Compare and contrast different products with ease

Project milestone, track your project milestones with ease and precision, track your events, responsibilities, and status with ease, manage your projects efficiently with a clear overview of tasks, deadlines, and priorities.

Holiday Schedule

Manage your team's holiday schedule with ease.

Interior Design Schedule

Manage your interior design project with ease, legal case management, manage your legal cases efficiently and effectively, grant calendar, track and manage your grant applications with ease, sales training plan, streamline your sales training with a comprehensive plan.

Key Policy For Employees

Manage and track your employees' key issuance and return with ease, track your project milestones, dependencies, and status with ease, book of business, manage your client's financial portfolio with ease, long term planning, strategize your long-term goals and track progress with ease, action plan for students, track your goals, actions, and progress with ease.

Story Mapping

Map your user stories and prioritize tasks with ease, social media content calendar, plan, schedule, and manage your social media posts effectively, hourly calendar, organize your day with precision using the hourly calendar template, marketing strategy, strategize your marketing efforts with clear objectives, target audience, key messages, and more, personal budget, performance evaluation, streamline your employee performance evaluations with ease, contact list, organize your contacts in one place, invoice tracker, track your invoices and payments with ease, schedule of real estate, manage your real estate activities with ease, media brief, organize your media briefs with ease and efficiency, manage your it assets efficiently and effectively, vacation coverage plan, ensure smooth operations during employee vacations with a comprehensive coverage plan.

Msp Client Onboarding Checklist

Streamline your client onboarding process with a comprehensive checklist.

Product Testing

Track and manage your product testing with ease, talent planning, track and plan your employees' career development, volunteer spreadsheet, manage your volunteers and their contributions effectively, intern onboarding, streamline your intern onboarding process with ease, product training, streamline your product training process with a comprehensive schedule, retrospective, track and improve your team's performance with a retrospective template.

Risk Matrix

Manage and mitigate risks effectively with our risk matrix template, project overview, manage your projects effectively with a comprehensive overview, google calendar, manage your events, meetings, and appointments with ease, organize your tasks, groceries, work, and home maintenance with ease.

Sprint Retrospective

Track and improve your team's sprint performance, event program, streamline your event planning with a comprehensive schedule, staff schedule, efficiently manage your staff's schedule and roles, track and improve your employees' performance with ease, product comparison.

Track your project tasks and employee hours with precision

Activity calendar, organize your team's activities with a comprehensive calendar.

Product Design

Streamline your product design process with a comprehensive overview, project portfolio management, manage your projects, track progress, and align with strategy.

Free Pay Stub

Manage your employee payroll with ease and accuracy, manage your project tasks, deadlines, and deliverables effectively, operations plan, streamline your operations with a comprehensive plan.

Goal Tracking

Track your personal and professional goals with ease, training schedule, organize and manage your training sessions effectively.

Lifecycle Powerpoint

Manage your project lifecycle with ease and precision.

Grant Tracking

Track your grants, deadlines, status, and more with ease.

Conference Itinerary

Organize your conference itinerary with ease.

Subscription

Manage your subscriptions with ease and never miss a renewal date, sprint demo, track and manage your sprint demos with ease.

Consultant Timesheet

Track your consultants' work hours and billable status with ease, project scope, define your project's boundaries with clarity and precision, track and achieve your personal and professional goals with ease, project management plan, manage your project tasks, resources, and timelines effectively, manage your project estimates with ease and precision, manage your sales and purchases with a comprehensive proforma invoice, hourly weekly schedule, organize your week with precision and ease.

Request For Quote

Streamline your procurement process with a comprehensive rfq template, strategic roadmap, strategically plan your company's future with a comprehensive roadmap.

5 Whys Root Cause Analysis

Identify, analyze, and solve problems effectively, manage your volunteers and their tasks efficiently, purchase order, streamline your purchase order process with ease.

Donation Tracker

Track your donations and donors with ease, requirements document, manage your project requirements with ease and efficiency, marketing brief, plan and execute your marketing strategies effectively, monthly goals, track and manage your monthly goals effectively, track, manage, and resolve issues efficiently, travel planner.

Board Meeting Agenda

Streamline your board meetings with a comprehensive agenda.

Fundraising

Track your donors, donations, and follow-ups with ease, project retrospective, analyze your project's success and areas for improvement, conference planning, effortlessly plan and manage your conferences.

Product Launch Plan

Efficiently plan and track your product launches, manage your project backlog with ease and efficiency, sprint planning meeting, streamline your sprint planning meetings and keep track of your team's progress.

Reporting Specifications

Streamline your reporting process with a comprehensive overview, 24 hour planner, plan your day hour by hour with this 24 hour planner template, workback plan, streamline your project management with a comprehensive workback plan, template management, manage your templates effectively and efficiently, event schedule, organize and manage your events with ease, resource planning, efficiently manage your resources and tasks with a comprehensive view, construction proposal, manage your construction proposals efficiently, project kickoff, kickstart your projects with a comprehensive plan.

Organize and analyze your data with ease

Best Practices Documentation

Document and implement best practices across various business functions.

Supply Request Form

Streamline your supply requests with a simple and efficient form, legal case management spreadsheet.

Legal Case Tracking

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24 Hourly Schedule

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Strategic Account Management Plan Template

Identify strategic account objectives.

1 Identifying the right objectives
2 Setting realistic targets
3 Aligning objectives with account capabilities

Define Strategic Account Goals

1 Financial
2 Customer Satisfaction
3 Market Share
1 Analyze historical data
2 Create action plans
3 Monitor progress

Share the strategic account goals

Assess Current Situation with Strategic Account

Research strategic account business environment.

1 Government Regulations
2 Industry Standards
3 Environmental Regulations

Develop Tactical Action Plan

1 Financial investment
2 Market research data
3 Additional training

Approval: Tactical Action Plan

Develop Tactical Action Plan Will be submitted

Communicate the Plan to the Account Team

Assign roles and responsibilities to account team members.

1 Manage client communication
2 Analyze account performance
3 Identify upsell opportunities

Develop Communication Plan for Strategic Account

3 Quarterly
3 In-person meetings

Approval: Communication Plan

Develop Communication Plan for Strategic Account Will be submitted

Initiate Contact with Strategic Account Stakeholders

Create and implement strategic account development programs.

1 Customer satisfaction surveys
2 Product training sessions
3 Regular account reviews

Monitor Execution of Action Plan

3 Completed

Hold Regular Review and Feedback Sessions

1 Addressing customer concerns
2 Improving communication channels
3 Refining goals and objectives

Approval: Review and Feedback Sessions

Hold Regular Review and Feedback Sessions Will be submitted

Evaluate and Document Account Management Process

1 Regular communication is key
2 Flexibility is important in response to market changes
3 Collaboration with stakeholders drives success

Adjust Account Strategy Based on Market Changes

Maintain continuous dialogue with strategic account.

2 Bi-weekly
1 Account performance review
2 New product features and updates
3 Future growth opportunities

Renew and Modify the Account Plan

1 Objectives
3 Action Steps

Approval: Modified Account Plan

Renew and Modify the Account Plan Will be submitted

Take control of your workflows today.

More templates like this.

The Key Account Strategy Template for B2B Businesses

Creating an ironclad plan for key account management that guides individual account growth and gives you organization-wide insight isn't easy. As you try to implement team-wide processes, individuals may have routines or procedures that are more geared toward B2C account management rather than B2B account management.

Instead of just relying on technology to strengthen your department's performance, we recommend operating from a key account strategy template that you and your team can use to consistently establish business relationships. Without a clear process, it's hard to communicate — let alone reach — your goals. In fact, according to a report released by Gartner :

Only 28% of sales leaders agree that account management channels regularly meet cross-selling and account growth goals.

In this guide, we'll discuss crucial differences between B2B and B2C key account strategies, how confusing them could be holding performance back, how to create management strategies that fully utilize available technology , and how Kapta can help.

B2B vs. B2C Key Account Strategy

Just searching for a "key account strategy" online isn't going to get you the results you need for a B2B organization. You're much more likely to find B2C guides that pull information from both areas and create a patchwork understanding of best practices for key account management.

As you develop your strategies, make sure you and your team stay vigilant about these key differentiators between B2C and B2B account management:

Sales Cycle Length: Compared to short B2C sales cycles, B2B cycles are more complex, much longer, and require much more strategizing. The sale itself is likely to have a higher price tag than the typical B2C sale, so key account managers need to have continual insight into small fluctuations in health so you can achieve that significant pay-off at the end.
Differences in Personas: While B2C customer personas can provide basic details and preferences, B2B personas need to be much more precise and detailed. Making a sale in this sector requires working with multiple stakeholders, each of whom has very different preferences, needs, and expectations. When you're making a B2C sale, chances are you're just speaking to one person per sale.
Marketing Approaches and Touchpoints: For both B2B and B2C sales, the general strategy of 'the more touchpoints, the better' is generally true. However, it becomes much more complex in B2B markets. The touchpoints need to be designed for multiple different stakeholders at different stages of the research and buying process without the risk of ad fatigue.

Knowing these differentiators can help you continue to pull good tactics from generalized advice and avoid crafting B2C strategies for your B2B clients.

Your Key Account Strategy Template for Success

Ultimately, it's important to have a go-to strategy so each team member will follow a proven, standardized practice that they can then customize to their individual clients. Your key account management strategy should be well-organized with a clear step-by-step structure that both empowers account managers and allows constant insight into account health.

Build your key account strategy around these key steps:

Define Your Key Account Strategy and Team

To get started, you need to know which account managers should be part of your core key account management team and what criteria separate key accounts from the rest of your accounts. If there's any uncertainty about when an account reaches that threshold, the following issues could arise:

Burgeoning key accounts not getting the unique allowances or attention they need
Conflict in the key account management team as lucrative accounts are arbitrarily assigned
Confusion between the financial worth and strategic worth of an account

During this process, make sure there's a set procedure for changing the criteria or allowing trusted stakeholders in the organization to identify irregular key accounts. This flexibility for one-offs will allow your organization to grow without either pigeonholing the definition of key accounts or letting too many exceptions slide through.

Select Key Accounts

Once your leadership team has identified what characteristics make up a key account, you can sort through your existing accounts to identify which ones fall under the key account category based on your criteria. These accounts can then be shifted over to a key account management platform that speaks with your general CRM while allowing for specialized attention.

Implement KAM Software

Your organization may not have KAM software in place, but it fills gaps a CRM can't. After all, CRM tools are generally used to convert visitors into leads and lead into customers as quickly as possible. But key account management is about cultivating a long-term relationship that is peppered by upsells, cross-sells, and renewals.

Look for KAM software that gives your team both flexibility and structure. It should also integrate smoothly with your existing software so all of your tools can communicate seamlessly and update account details without operating in silos.

Build Key Account Plans

At this stage, the account manager should create a unique key account plan for each existing and new client . This plan should include the long-term objectives of the client relationship, key contacts within the client's organization, and what steps the key account manager should take to reach their goals.

Focus on Relationship Building

While the objectives on the key account may be to get sales, gain exposure, or otherwise strengthen your organization, the methodology is all about relationship building. Great software and organization allow your account managers to focus on building personal ties, predicting client needs, and entrenching your organization in the client's roadmap for success .

Start Building Your B2B Key Account Strategy With Kapta

At Kapta, we specialize in providing the software infrastructure you and your key account management team need to succeed. Our software is built with customizable plan templates, robust data and analytics functions, and more.

It also integrates with major B2B CRMs so you can keep key account management as a central part of account management while getting the unique insights and benefits you need from key accounts. Contact us today to learn more about our software or to schedule a demo .

Accelerate growth transform client relationships CTA banner with request a demo button

How to Deliver the Punch for Making the Sale | kapta.com

Account Planning Template

Account plan template for b2b sales teams.

An account planning template provides guardrails for driving a clean and consistent process. We’ll cover each part including:

Business Overview

Objectives & goals, relationship mapping, white space (expansion), introduction: strategic account plan.

Strategic Account Planning is a strategic process GTM teams use to increase the likelihood of winning, retaining, and growing critical accounts, to maximize the long-term revenue of an account. This includes assessing an account’s business needs, goals, and structure and making sure your product or service delivery and value meet and exceed the expectations of your key accounts. There are several successful approaches B2B teams use today, and we’ll walk you through ours.

An account plan should be interactive and a living, breathing document used as a framework for the customer’s business. Account planning is most effective with customer involvement, and without it, gaining strategic alignment and generating revenue at scale becomes very challenging. A lot of teams use a Google Docs business plan format, but it becomes stale, outdated, and lost in thousands of documents. There is a more straightforward, more efficient, and effective way to drive account strategies and growth. Our account planning template will show you how.

Steal the account planning templates we use with customers!

Sales Account Planning Template

Steal the template we use with customers!

An account planning template is a tool that can be used by B2B sales and account management teams to streamline their process. It provides a framework for organizing information and developing a strategic plan for each customer’s business. While templates can vary , most include similar components such as account background, goals and objectives, SWOT analysis, competitive landscape, and action plan. Strategic account planning should only be done for select existing accounts, which we label as your top 10-15% of accounts. Let’s dive into the different parts of a good key account planning process:

Strategic account planning needs a comprehensive account overview. What are the main challenges of the business? How does the company go to market? Who are their competitors? What sort of resources are available to deploy your tool or service? Answering these key questions will give your team a good foundation to work on. We also see teams do a SWOT, which can function as a condensed competitive analysis and expose areas of risk at your biggest customers. Sales professionals will struggle to win and retain larger existing accounts if there isn’t a clear overview of the account.

Goals and Objectives

This is where you want to identify the key business initiatives that the existing customers have, the ways they are measured, and what the goals at a team and company level look like. Account planning efforts should also cover the specific KPIs that your product or service is meant to move the most. Understanding these objectives puts your team in a position to drive the most value and success for your customers. Account managers will play a major role in driving quick wins and a good experience. Don’t skip this part of the account template.

White Space

If your company sells multiple products or services, properly documenting, reporting on, and acting on that expansion potential is paramount. Acquiring new business has become more challenging and expensive, so growing your current customers is an efficient way to hit your number. Once you’ve documented the key players in an organization you can begin to prospect and market to other business units. Use the general overview to communicate the challenges and goals that other teams have and how you can help them. This is a critical aspect of a strategic account plan, but the exercise is only necessary if you have opportunities to grow the account.

Creating a key account plan is a great first step, but how effective is it if no one acts on the plan? Key account plans must be actionable with the team being accountable for certain milestones and tasks. Doing so helps the team work toward accomplishing the client’s goals.

Work backward to reverse engineer an actionable plan toward the overall goals and objectives. For example, the plan has a goal of selling $500K in additional Prolifiq licenses to a key customer. What are the next steps?

Outline the relationships the team is focusing on to make the sale, who can help make introductions to key decision makers in BU’s or subsidiaries we can sell into?
Are there end-users we can get feedback from? Are certain people enjoying your service that can help quantify the value they’ve captured? Strategic account management requires consistent engagement and dialogue to confirm this
Decide which decision-makers the team needs to engage within existing customers

Key Account Management

Schedule meetings with your champions, walk them through the value they’ve gained from your partnership, and outline the next steps to help get a meeting with other DMs. Key account managers should drive this.
Decide what goals or challenges are addressed with your product and communicate that

-Example: Communicate how Prolifiq’s products help the client solve x problems to meet their most important goal(s)

Educate the team on pre-existing relationships we have and how to leverage them
Put together a training plan if the client needs to be educated on our services, For us, are there certain aspects of our tool that teams aren’t using enough?
Lay out the strategy and mutual action plan that will help the customer hit their goals and achieve success
How are we progressing against key tasks and objectives?

Understanding the Benefits of Key Account Planning

Comprehensive account planning has several benefits for both the sales team and the client. Here are a few of the key benefits:

Increased retention and customer growth: By identifying new opportunities to expand within your customer accounts, teams will find faster wins and more efficient growth due to the trust already built.
Improved customer satisfaction: By gaining a deeper understanding of the client’s business, challenges, and goals, GTM functions can develop a plan and roadmap that better meets their needs.
Stronger relationships: By developing a customized approach to each key account, sales teams can build stronger, long-term relationships with their clients and will naturally build more internal champions and support to sell to other teams or to sell additional products. Make the buying process easier with more trust and less friction.
Better forecasting: Effective account planning can help sales reps and managers better forecast revenue and identify potential roadblocks that could impact customers who are more or less likely to churn.

Get the full account planning playbook we use – A simple account plan template for any B2B team

Benefits of Using a Strategic Account Planning Template

A guide to account planning.

Decide which decision-makers the team needs to engage
Schedule meetings with your champions, walk them through the value they’ve gained from your partnership and outline the next steps to help get a meeting with other DMs. Key account managers should drive this.
Increased retention and customer growth: By identifying new opportunities to expand within your customer accounts, teams will find faster wins and more efficient growth due to the trust already built.
Improved customer satisfaction: By gaining a deeper understanding of the =business, challenges, and goals, sales teams can develop a plan and roadmap that better meets their needs.
Stronger relationships: By developing a customized approach to each key account, sales teams can build stronger, long-term relationships with their clients and will naturally build more internal champions and support to sell to other teams or to sell additional products. Make the buying process easier with more trust and less friction.
Better forecasting: Effective account planning can help sales organizations better forecast revenue and identify potential roadblocks that could impact customers who are more or less likely to churn.

Benefits of Using a Strategic Account Plan Template

Using an account planning template can help any customer-facing team member reap the benefits of effective account planning while minimizing the time and effort required. Here are a few ways key account plans benefit from using a template:

Structure and organization : By providing a framework for organizing information and developing a strategic plan, this framework can help your teams stay organized and on track.
Collaboration: By providing a shared document that team members can contribute to, GTM teams can facilitate collaboration and ensure everyone is on the same page. There are tools like Prolifiq that help with this. Whether it be internally or co-selling with partners, a key account template plan makes this easier.
Consistency: By using a consistent template for all crucial accounts, sales teams and strategic account managers can ensure they follow a standardized process and do not miss any important information.
Time-saving: By providing a roadmap for the company, a sales team can save time and effort compared to building a plan from scratch. Key account management resources are conserved due to better processes.
Insights: There are several use cases for account plans, from marketing running 1:1 targeted ABM campaigns, to solution engineers understanding what needs to be shown in product overviews, to customer support hand-offs, and more. Customers don’t have to repeat themselves when information is in a plan and onboarding begins. Each section of a plan contains information that helps teams drive value.

Do’s and Don’ts of a Key Account Plan

While using an account plan template can help ensure that the process is effective, there are still some best practices to keep in mind. Here are a few do’s and don’ts:

Research the client thoroughly: Before starting the account planning process, research the client thoroughly. This includes understanding their industry, market position, and competitors.
Involve key stakeholders: Make sure to involve all key stakeholders in the account planning process, including sales, marketing, and customer service. The account manager should be fully aware of everyone they need to manage.
Assume you know everything about your customers: Don’t assume that you know everything about the client’s business or industry. Take the time to research and understand their challenges and opportunities. Making this a sales game instead of a group exercise is a risky approach.
Rush the process. A sales account plan takes time, that’s why you need to be intentional with which customers need a plan.

Account Planning Terms

Strategic account management.

This is the process of identifying your most lucrative and high-growth accounts and building a customized strategy to retain and grow the customer over time.

Account mapping template

This is a template that helps you prioritize and segment the accounts with the most upside, and where your team should focus their time. Most templates will also have a section for documenting key stakeholders, their goals, challenges, and a plan to engage them.

How do you write account plans?

Answer: Key account plans can be produced in a variety of ways, but the plans need to have details that cover the company overview, the key stakeholders, their goals, challenges, and areas for expansion. Any key account plan that covers these details will provide adequate information to turn customers into your most prominent accounts. This will help you build out your strategic account planning template. One of our account manager tips is that not all accounts will need an account plan though, you can see how we break it down in our playbook. It should be the ultimate one-page key account plan that provides an overview of everything that matters about your clients.

What makes a good account plan?

A good account plan provides a clear overview of the critical details that anybody on a GTM team needs to have visibility into to win, retain, and grow the revenue of the customer. What are the business goals? The success of the team is dependent on accurate, updated information being input into plans that detail where you’ve built good relationships, where there could be opportunities to expand your footprint over time, and what specific goals, challenges, and outcomes your product or service can help with. Once you’ve documented this, having a clear breakdown of milestone completions and the return that the customer is getting is important. What are a few account objectives? Having the financial overview such as a 10K, or other general company information is great, but getting in the weeds and helping bring other team members up to speed with information you couldn’t ever find online is what makes a good sales account plan template into a great one.

What is an account planning template?

Answer: A key account plan template provides guardrails and guidance so that your team collects, stores, and collaborates on the most important information about a key account. Marketing, support, and sales leverage the information stored in this plan, reducing the loss of knowledge at the account and relationship level when accounts change hands or people leave. This template will help drive a stronger understanding of customers, a clear account action plan, and consistent results. Good account planning templates 2023 will have all of the information covered in this blog. Dedicated key account managers will drive a fair portion of this process and template content.

What is the difference between a strategic account plan template and an account planning template?

Answer: The answer here lies in the granularity of the plans, and the pure amount of information. Your team may use a template for 5-10 accounts, but build out general account plans that aren’t as detailed and time-consuming for a customer that is in the 15-25th percentile of revenue. However you define strategic accounts, those are the customers that need the full plan. Both plans need to have an action plan, regardless of revenue importance. Account plan strategy should be agreed upon by support and sales leadership. account plan template. Customer retention and expansion of the key businesses is the desired outcome for any customer, and management templates will help teams achieve that.

What are 2-3 strategic account planning recommendations for getting started?

The team and leaders need to be in agreement on which accounts justify more effort and resources. If customer acquisition is the main focus, opportunity planning (trimmed down version of an account plan) is a better route. Client relationships get stronger the more engrained you get into their business.

Start with relationships. Who do you know and have good rapport with? Can they introduce you to other business units, leaders, and key stakeholders? Who has been less interested or supportive of your business? How can you mend those differences? It all starts with relationships.
Make sure your team and the customer are aligned on the 1-3 most important goals they have, and the biggest challenge they want you to solve. Finding quick wins around their challenges and goals is a surefire way to build a strong partnership.
Make sure plans are updated regularly. Whether it’s marketing software, your CRM, other other tools your GTM team uses, the data needs to be passed between systems and updated regularly. The biggest challenge we see for teams with account planning is plans that become outdated and aren’t used because they sit in a slide deck or spreadsheet that people can’t easily find and keep updated.

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Top 10 Account Plan Templates with Examples and Samples

Today’s dynamic business environment makes staying organized an absolute necessity. With companies recognizing the significance of strategic plan approaches, the need to maintain dedicated accounts is on the rise.

The need for a structured account plan template cannot be overemphasized, as these pave the way for businesses to profit. Preparing these from scratch, however, is a major pain point for businesses.

How and where can businesses find such templates on which success hinges? Well, SlideTeam’s Account Plan Templates are the answer. Before we present our templates further, here is some reason that you should not miss out on use of account plans.

According to a report by Business News Daily, companies employing structured account plans see up to 23% more revenue growth than companies without such plans.

These templates, crafted from strategy and structure, help businesses navigate challenges more easily while seizing opportunities to form lasting partnerships.

Whether you’re an established business leader or just embarking on your entrepreneurial adventure - these content-ready, 100% editable and customizable templates prove to be the perfect solution.

You get both a starting point to the presentation, a structure and capability to mold these to the audience profile.

Template 1: One-Page Strategic Account Plan Presentation Report Infographic PPT

This PPT Slide includes account segmentation, annual account planning, quarterly account review, weekly bi-status checks and much more. It facilitates gathering customer and competition insights to foster business growth. Additionally, this slide offers contact details of business units while giving a snapshot into company activities.

Through this PPT slide, you can present an activity ledger and account history, detailing past project types and estimated earnings. Use this presentation template to present key customer challenges and essential business goals. Account managers, sales teams and business leaders will find this especially significant. The tool provides streamlining account management, strategic planning, engagement insights, decision-making process optimization and customer relationship management.

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Template 2: Account Strategic Review with Yearly Growth Plan

The PPT Slide provides a view of client dynamics, financial aspirations, challenges faced, current progress, goals, and the journey ahead with next year’s growth plan. This slide is an invaluable asset for business leaders, strategic planners, and account managers. From new ventures to established enterprises - or both, using it provides insightful quarterly account review.

Template 3: Strategic Account Plan PPT Template Bundles

This PPT slide offers abundant resources for engaging buyer personas and enhancing brand recognition. It contains 10 useful slides including an account plan overview, customer retention framework, cost analysis, value optimization plan, phased implementation roadmap , 30-60-90 day action plans, and more. This bundle offers utility whether you are an experienced professional communicating complex strategies or an educator looking to impart knowledge. Marketers, strategists, educators and anyone seeking to make an impressionable presentation appreciate its usefulness.

Template 4: Account Plan Executive Sponsorship Sales Enablement Value Engineering Status

This PPT slide can help guide your understanding of complex topics with ease. From informative charts and graphs to comprehensive overviews, topic subtopic templates, and analysis templates, you have everything at your fingertips! The slides include an account overview, customer contact matrix, sales enablement tactics, executive sponsorship tracker, value engineering dynamics and project status reporting.

Template 5: Strategic Planning and Implementation Track Progress PPT Template

This PPT Slide is perfect for business leaders and managers looking to communicate strategic plans and track progress. It includes slides covering strategic planning process, implementation steps, progress tracking frameworks, accountability models, and more. Key slides feature strategies to drive alignment, assign responsibilities, and report on metrics. Use it to clearly communicate plans across the organization and unify teams. Track progress through color-coded sections and illustrated graphics.

Whether it's a new product launch, expansion plans, or an organizational restructure, this template communicates your strategy and approach.

Template 6: Key Account Management Plan PPT Template Bundles

This PPT slide is ideal for recruiting accounting managers attempting to plan out a six-month recruitment strategy. These slides contain useful tools such as a key account management plan, account assessment process. You will also find roadmaps such as seven-step recruiting process; monthly training map management process; strategic plan training map and key account planning

Track your recruiting goals through timelines, roadmaps and planning frameworks. Customize with specific hiring initiatives, budgets milestones and deadlines. Impress stakeholders by outlining your vision for hiring top talent over the next six months.

Template 7: Accounting Analysis and Planning PPT Presentation Slide

The PPT Template provides tabulated balance sheets, step-by-step agenda descriptions, pie charts, and other schematics to deliver maximum impactful messages.

This bundle is an invaluable resource, offering insights into crucial accounting topics ranging from year growth charts, annual account targets and cash flow statements, KPIs, P&L to financial projections, key financial ratios, liquidity ratios, profitability ratios, funding updates and funding updates! Accountants, financial analysts business leaders and educators need to have it as a ready reckoner.

Template 8: Six-month continuous accounting development roadmap plan

Perfect for accounting managers attempting to map out their 6-month strategy, this PPT slide features a timeline to provide visual breakdown of goals, budgets, tasks, and deadlines in one visual place under periodic automatic, daily automation, globalization and landscape. Use this template to cover automation plans, recruiting goals or software implementation, with color-coded sections indicating high-priority actions and a tool to track progress in automation.

Six Months Continuous Accounting Development Roadmap Plan

Template 9: Key account management plan with communication style

This PPT Slide focuses on three vital areas: Communication, Relationships, Management Objectives, Action Steps, Facts, Areas of Interest and Priority and Strategies. Together, these provide a framework for nurturing and managing key account focus with the use of suitable communication styles, forging meaningful relationships and employing effective strategies. The slide is invaluable for sales teams, account managers, and business executives for building and nurturing key client relationships. This presentation lets you outline your account management strategy, while emphasizing tailored communication styles as essential in creating lasting connections and driving success.

Template 10: Content planning worksheet managing strategic accounts via sales and marketing

This PPT Slide is an indispensable resource designed to simplify the management of customized campaigns for individual customers. You’ll find instructions for creating compelling content strategies tailored for strategic accounts like top of the funnel, middle of the funnel and below the funnel with unique needs.

This slide provides an informative introduction to a content marketing worksheet, an invaluable tool designed to oversee and manage personalized campaigns in diverse content formats such as webinars, blogs and social media initiatives. This template is designed for discussion and navigation, making it an valuable asset for teams navigating strategic accounts. Download for strategic content production.

Content Planning Worksheet for Account Nurturing

Clear Blueprint for Success

As you craft impactful account plans, remember that having the appropriate template can serve as your compass. SlideTeam’s collection of account plan templates provides you access to strategic success. Explore all possible outcomes, customize plans, and watch client relationships grow. Raise your planning game using SlideTeam's templates, where innovation meets strategy seamlessly. Download and get ahead!

FAQs on Account Plans

What is in an account plan.

An Account Plan is a comprehensive strategy tailored to managing and nurturing key client relationships. It outlines objectives, goals, tactics and timelines designed to engage clients and get insight into their business needs and any growth opportunities available. You also outlining steps, activities, and timelines for mutual success as well as communication strategies, milestones, metrics measuring progress/performance - ultimately serving as a roadmap towards forging and maintaining productive partnerships.

What is the purpose of an account plan?

An account plan strategically guides businesses in managing and cultivating key client relationships. It outlines a comprehensive strategy to assess client needs, set objectives, and develop mutually beneficial strategies. An account plan helps prioritize efforts, enhance communication channels and tailor solutions to client requirements; serves as a roadmap for teams coordinating activities while setting goals and tracking progress.

How do you write an account plan?

To create a compelling account plan, thoroughly understand your client's business, goals and challenges. Research to gather insights to tailor the plan to their needs. Define clear objectives with strategies aligned with their vision. Outline key actions, responsibilities, and timelines; incorporate communication strategies and touchpoints. Include metrics for tracking progress and success. Finally, craft an engaging narrative demonstrating your understanding of their goals while offering bespoke solutions; revisit and adjust this plan so it remains in line with changing client needs or market dynamics.

What is the use of account plan templates?

With their consistent format, these account plan templates assist teams in gathering relevant client information, setting goals and strategies, and outlining action steps and tactics, streamlining the planning process while ensuring no details go overlooked. Account plan templates also improve efficiency by streamlining team communication efforts, aligning efforts across efforts and monitoring progress over time - increasing efficiency, fostering collaboration, and helping businesses maintain key client partnerships for long-term success.

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Ready to use Key Account Playbook template

Compact and proven key account plan on just 14 pages (+cover page and final page)
Over 20 ready-made, supplementary pages that you can easily add to your individual plan
Language: english
Format: Microsoft Powerpoint format (pptx)
Bonus: Extensive excerpt from the book “The Strategic Key Account Plan” by Hartmut Sieck

Simply transfer it into your own company layout and start immediately!

Risk free thanks to the 60 days refund policy, strategy tool.

Systematic account analysis and development of the account strategy

Communication tool

Easy communication within the team and towards the management

Documentation tool

Store important information about the key account centrally

Key Account Management without a Key Account Plan is like a morning without a toothbrush! But while we use a toothbrush as a matter of course, we don’t have time for the Account Plan. With this ready to use Key Account Plan you can start immediately to work out your business strategy. A systematic customer, market and competition analysis will lead you step-by-step to your top 5 business opportunities and risks. Based upon this profound analysis you identify the top strategic business goals including the business strategy and action plan behind.

Do you want to create a Key Account Plan?

Then benefit from this ready to use key account playbook template, which many companies, such as Bosch, BASF, Mercedes-Benz, tesa, Würth and many more are already using internationally as a basis for their account planning.

In total more than > 30 pages designed in a proven structure!
The format Microsoft Powerpoint makes it super easy for you to present your account plan to senior management or your account team!
You can easily adapt the template according to your own needs!

Here are some selected aspects from the templates:

Structured and visually processed customer analysis (company structure, business goals, purchasing strategy, …).
Systematic and visual analysis of the Buying Center / Power Map to systematically analyze the most important people.
Analysis of the market environment of the customer.
SWOT analysis of the customer.
Blue ocean visualization to develop your own unique value proposition from the customer’s point of view.
SWOT analysis of your own company.
Analysis of your competitors !
MOST structure to get from the mission, through the goals to a strategy and concrete action!
Clearly manage the key account team and responsibilities in the team.
Develop a communication and Touchpoint plan for the next 24 months.

BONUS The Strategic Key Account Plan

The ultimate handbook.

The book is constructed in such a way that you will be guided through the systematic account plan, step by step, so that you can easily adapt the content to your own specific company and business requirements. (171 pages, pdf format)

Prepare your Key Account Plan NOW!

Just 3 steps to build your own individual key account plan Step 1: Download the key account plan template Immediately after purchase, you will receive the access data for the Online Academy, where you can download the current Key Account Plan templates (pptx Powerpoint format) at any time. Step 2: Select relevant slides and adopt them in your own company CI The first 10 pages form the core of the key account playbook template and I recommend that you start with these first questions in a focused manner. The template also contains many other optional analysis points, questions and slides. These come from many practical projects and participant feedback. Feel free to choose from these optional slides the questions that offer you added value. Now you only need to transfer the templates into your company CI (your company PowerPoint template) and you can start. Step 3: Bringing the key account plan to life alone or in a team Alternatively, you can now fill the plan with life bit by bit as a key account manager or as part of the key account team. At the beginning it is about the analysis of the account / customer and then about your own position in the competitive environment with this one key account. You can then derive the top opportunities and risks from the analysis and work out your strategic goals and implementation strategy. One tip: Make a conscious use of the “?”, Especially during analysis, if you don’t know something. Only those who know what they don’t know will be able to close this information gap. Your account plan, your proactive key account strategy, is ready to go!

Get the Key Account Plan Template Package now and get started with your Key Account Plan today!

Just 49 € (regular price 99 €) (plus vat).

Disclaimer This key account plan template only contains one possible structure for a key account plan. The analysis points and questions in the template should only be used as an impulse / idea to create your own, individual key account plan. The template does not claim to be complete. The consequences for your business arise solely from your personal conclusions.

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10 Free Business Plan Templates in Word, Excel, & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

Turning your vision into a clear and coherent business plan can be confusing and tough.

Hours of brainstorming and facing an intimidating blank page can raise more questions than answers. Are you covering everything? What should go where? How do you keep each section thorough but brief?

If these questions have kept you up at night and slowed your progress, know you’re not alone. That’s why we’ve put together the top 10 business plan templates in Word, Excel, and ClickUp—to provide answers, clarity, and a structured framework to work with. This way, you’re sure to capture all the relevant information without wasting time.

And the best part? Business planning becomes a little less “ugh!” and a lot more “aha!” 🤩

What is a Business Plan Template?

What makes a good business plan template, 1. clickup business plan template, 2. clickup sales plan template, 3. clickup business development action plan template, 4. clickup business roadmap template, 5. clickup business continuity plan template, 6. clickup lean business plan template, 7. clickup small business action plan template, 8. clickup strategic business roadmap template , 9. microsoft word business plan template by microsoft, 10. excel business plan template by vertex42.

A business plan template is a structured framework for entrepreneurs and business executives who want to create business plans. It comes with pre-arranged sections and headings that cover key elements like the executive summary , business overview, target customers, unique value proposition, marketing plans, and financial statements.

A good business plan template helps with thorough planning, clear documentation, and practical implementation. Here’s what to look for:

Comprehensive structure: A good template comes with all the relevant sections to outline a business strategy, such as executive summary, market research and analysis, and financial projections
Clarity and guidance: A good template is easy to follow. It has brief instructions or prompts for each section, guiding you to think deeply about your business and ensuring you don’t skip important details
Clean design: Aesthetics matter. Choose a template that’s not just functional but also professionally designed. This ensures your plan is presentable to stakeholders, partners, and potential investors
Flexibility : Your template should easily accommodate changes without hassle, like adding or removing sections, changing content and style, and rearranging parts 🛠️

While a template provides the structure, it’s the information you feed it that brings it to life. These pointers will help you pick a template that aligns with your business needs and clearly showcases your vision.

10 Business Plan Templates to Use in 2024

Preparing for business success in 2024 (and beyond) requires a comprehensive and organized business plan. We’ve handpicked the best templates to help you guide your team, attract investors, and secure funding. Let’s check them out.

If you’re looking to replace a traditional business plan document, then ClickUp’s Business Plan Template is for you!

This one-page business plan template, designed in ClickUp Docs , is neatly broken down into the following sections:

Company description : Overview, mission, vision, and team
Market analysis : Problem, solution, target market, competition, and competitive advantage
Sales and marketing strategy : Products/services and marketing channels
Operational plan : Location and facilities, equipment and tools, manpower, and financial forecasts
Milestones and metrics: Targets and KPIs

Customize the template with your company logo and contact details, and easily navigate to different sections using the collapsible table of contents. The mini prompts under each section guide you on what to include—with suggestions on how to present the data (e.g., bullet lists, pictures, charts, and tables).

You can share the document with anyone via URL and collaborate in real time. And when the business plan is ready, you have the option to print it or export it to PDF, HTML, or Markdown.

But that’s not all. This template is equipped with basic and enterprise project management features to streamline the business plan creation process . The Topics List view has a list of all the different sections and subsections of the template and allows you to assign it to a team member, set a due date, and attach relevant documents and references.

Switch from List to Board view to track and update task statuses according to the following: To Do, In Progress, Needs Revision, and Complete.

This template is a comprehensive toolkit for documenting the different sections of your business plan and streamlining the creation process to ensure it’s completed on time. 🗓️

If you’re looking for a tool to kickstart or update your sales plan, ClickUp’s Sales Plan Template has got you covered. This sales plan template features a project summary list with tasks to help you craft a comprehensive and effective sales strategy. Some of these tasks include:

Determine sales objectives and goals
Draft positioning statement
Perform competitive analysis
Draft ideal customer persona
Create a lead generation strategy

Assign each task to a specific individual or team, set priority levels , and add due dates. Specify what section of the sales plan each task belongs to (e.g., executive summary, revenue goals, team structure, etc.), deliverable type (such as document, task, or meeting), and approval state (like pending, needs revisions, and approved).

And in ClickUp style, you can switch to multiple views: List for a list of all tasks, Board for visual task management, Timeline for an overview of task durations, and Gantt to get a view of task dependencies.

This simple business plan template is perfect for any type of business looking to create a winning sales strategy while clarifying team roles and keeping tasks organized. ✨

ClickUp Business Development Action Plan Template

Thinking about scaling your business’s reach and operations but unsure where or how to start? It can be overwhelming, no doubt—you need a clear vision, measurable goals, and an actionable plan that every member of your team can rally behind.

Thankfully, ClickUp’s Business Development Action Plan Template is designed to use automations to simplify this process so every step toward your business growth is clear, trackable, and actionable.

Start by assessing your current situation and deciding on your main growth goal. Are you aiming to increase revenue, tap into new markets, or introduce new products or services? With ClickUp Whiteboards or Docs, brainstorm and collaborate with your team on this decision.

Set and track your short- and long-term growth goals with ClickUp’s Goals , break them down into smaller targets, and assign these targets to team members, complete with due dates. Add these targets to a new ClickUp Dashboard to track real-time progress and celebrate small wins. 🎉

Whether you’re a startup or small business owner looking to hit your next major milestone or an established business exploring new avenues, this template keeps your team aligned, engaged, and informed every step of the way.

ClickUp’s Business Roadmap Template is your go-to for mapping out major strategies and initiatives in areas like revenue growth, brand awareness, community engagement, and customer satisfaction.

Use the List view to populate tasks under each initiative. With Custom Fields, you can capture which business category (e.g., Product, Operations, Sales & Marketing, etc.) tasks fall under and which quarter they’re slated for. You can also link to relevant documents and resources and evaluate tasks by effort and impact to ensure the most critical tasks get the attention they deserve. 👀

Depending on your focus, this template provides different views to show just what you need. For example, the All Initiatives per Quarter view lets you focus on what’s ahead by seeing tasks that need completion within a specific quarter. This ensures timely execution and helps in aligning resources effectively for the short term.

This template is ideal for business executives and management teams who need to coordinate multiple short- and long-term initiatives and business strategies.

ClickUp Business Continuity Plan Template

In business, unexpected threats to operations can arise at any moment. Whether it’s economic turbulence, a global health crisis, or supply chain interruptions, every company needs to be ready. ClickUp’s Business Continuity Plan Template lets you prepare proactively for these unforeseen challenges.

The template organizes tasks into three main categories:

Priorities: Tasks that need immediate attention
Continuity coverage: Tasks that must continue despite challenges
Guiding principles: Resources and protocols to ensure smooth operations

The Board view makes it easy to visualize all the tasks under each of these categories. And the Priorities List sorts tasks by those that are overdue, the upcoming ones, and then the ones due later.

In times of uncertainty, being prepared is your best strategy. This template helps your business not just survive but thrive in challenging situations, keeping your customers, employees, and investors satisfied. 🤝

Looking to execute your business plan the “lean” way? Use ClickUp’s Lean Business Plan Template . It’s designed to help you optimize resource usage and cut unnecessary steps—giving you better results with less effort.

In the Plan Summary List view, list all the tasks that need to get done. Add specific details like who’s doing each task, when it’s due, and which part of the Business Model Canvas (BMC) it falls under. The By Priority view sorts this list based on priorities like Urgent, High, Normal, and Low. This makes it easy to spot the most important tasks and tackle them first.

Additionally, the Board view gives you an overview of task progression from start to finish. And the BMC view rearranges these tasks based on the various BMC components.

Each task can further be broken down into subtasks and multiple checklists to ensure all related action items are executed. ✔️

This template is an invaluable resource for startups and large enterprises looking to maximize process efficiencies and results in a streamlined and cost-effective way.

ClickUp Small Business Action Plan Template

The Small Business Action Plan Template by ClickUp is tailor-made for small businesses looking to transform their business ideas and goals into actionable steps and, eventually, into reality.

It provides a simple and organized framework for creating, assigning, prioritizing, and tracking tasks. And in effect, it ensures that goals are not just set but achieved. Through the native dashboard and goal-setting features, you can monitor task progress and how they move you closer to achieving your goals.

Thanks to ClickUp’s robust communication features like chat, comments, and @mentions, it’s easy to get every team member on the same page and quickly address questions or concerns.

Use this action plan template to hit your business goals by streamlining your internal processes and aligning team efforts.

ClickUp Strategic Business Roadmap Template

For larger businesses and scaling enterprises, getting different departments to work together toward a big goal can be challenging. The ClickUp Strategic Business Roadmap Template makes it easier by giving you a clear plan to follow.

This template is packaged in a folder and split into different lists for each department in your business, like Sales, Product, Marketing, and Enablement. This way, every team can focus on their tasks while collectively contributing to the bigger goal.

There are multiple viewing options available for team members. These include:

Progress Board: Visualize tasks that are on track, those at risk, and those behind
Gantt view: Get an overview of project timelines and dependencies
Team view: See what each team member is working on so you can balance workloads for maximum productivity

While this template may feel overwhelming at first, the getting started guide offers a step-by-step breakdown to help you navigate it with ease. And like all ClickUp templates, you can easily customize it to suit your business needs and preferences.

Microsoft Word Business Plan Template by Microsoft

Microsoft’s 20-page traditional business plan template simplifies the process of drafting comprehensive business plans. It’s made up of different sections, including:

Executive summary : Highlights, objectives, mission statement, and keys to success
Description of business: Company ownership and legal structure, hours of operation, products and services, suppliers, financial plans, etc.
Marketing: Market analysis, market segmentation, competition, and pricing
Appendix: Start-up expenses, cash flow statements, income statements, sales forecast, milestones, break-even analysis, etc.

The table of contents makes it easy to move to different sections of the document. And the text placeholders under each section provide clarity on the specific details required—making the process easier for users who may not be familiar with certain business terminology.

Excel Business Plan Template by Vertex42

No business template roundup is complete without an Excel template. This business plan template lets you work on your business financials in Excel. It comes with customizable tables, formulas, and charts to help you look at the following areas:

Highlight charts
Market analysis
Start-up assets and expenses
Sales forecasts
Profit and loss
Balance sheet
Cash flow projections
Break-even analysis

This Excel template is especially useful when you want to create a clear and visual financial section for your business plan document—an essential element for attracting investors and lenders. However, there might be a steep learning curve to using this template if you’re not familiar with business financial planning and using Excel.

Try a Free Business Plan Template in ClickUp

Launching and running a successful business requires a well-thought-out and carefully crafted business plan. However, the business planning process doesn’t have to be complicated, boring, or take up too much time. Use any of the above 10 free business plan formats to simplify and speed up the process.

ClickUp templates go beyond offering a solid foundation to build your business plans. They come with extensive project management features to turn your vision into reality. And that’s not all— ClickUp’s template library offers over 1,000 additional templates to help manage various aspects of your business, from decision-making to product development to resource management .

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IMAGES

The Ultimate One Page Key Account Plan Template
13+ Account Plan Templates
Top 10 Key Account Management Templates with Samples and Examples
Strategic Account Management Plan
FREE 16+ Sample Account Plan Templates in PDF
Key Account Management Template Free

VIDEO

Key Account Plan: Do you know the top 3 business objectives of your Key Account?
How To Write A Business Plan In 10 Simple Steps!
Taller Account Business Planning
How to Create your GC Key account for Canada Visa application||PART 1
Key Account Plan Vorlagen Paket für Ihren Erfolg als Key Account Manager
How to use an Advanced Business Plan Template by Paul Borosky, MBA

COMMENTS

Key Account Management: The Ultimate Guide
Remember, key account management is all about building and maintaining mutually beneficial relationships, so be sure to think outside of the invoice when looking for ways to strengthen the relationship. Key Account Management Plan Template. Download Your Free Template Here. Is Key Account Management the Right Strategy for Your Business?
Free Account Planning & Management Templates
1. Download and Name the Simple Account Plan Template for Microsoft. Download and open the Simple Account Plan Template in Microsoft Word. Save and rename the document locally. 2. Enter Basic Details About the Plan. Click the Date box and enter the date you're creating the plan.
6 Steps of the Key Account Management Planning Template
6 Steps of Key Account Management plan. Broadly, a Key Account Management plan can be divided into 6 categories or steps: account analysis, self-analysis, business development, action plan, monitoring, and reviewing the plan. Each of these sections will provide you with an opportunity to capture information that you need to improve your ...
Key Account Management
The key account management strategy template below is a summary of the steps we have just visited. Use it as a cheat sheet for keeping valuable clients on board and satisfied. Step 1: Build a profile and expand it with research. Step 2: Map your client's needs. Step 3: Understand the customer's target audience.
Free Sales Account Planning Templates
Strategic Account Plan Template: This type of template focuses on long-term strategy and goals for a specific key account. It typically includes sections for objective setting, understanding the customer's business and needs, identifying opportunities for growth, and outlining a strategic action plan.
The Ultimate One Page Key Account Plan & Template
Free One-Page Account Plan Toolkit. Take the hassle out of creating effective account plans with our FREE one-page account plan toolkit. Gain immediate access to a simplified 7-step process, versatile templates in Excel, Google Sheets, and Notion, plus detailed instructions and examples to skyrocket client revenue and retention. Get It For Free!
Key Account Plan Template
Summary. This template includes a comprehensive set of customizable tools to help you construct or enhance your organization's key account plan. Executive sales leaders responsible for key account management can use this template to plan, monitor and review their key account relationships.
The Fundamental Guide to Account Planning
Learn more about what a key account plan is and how it can help grow your revenue here. The 4-Step Guide to Creating a Sales Account Plan. Creating a sales account plan is a critical part of ensuring a new client — whether they're a key account or a new business — doesn't fall through the cracks or have a substandard experience.
Strategic Account Management
Strategic account planning gives you a comprehensive roadmap for nurturing key customers and growing your client relationships. While every account is unique and requires a tailored approach, this template will help you get started and ensure you address all the key components of an effective account management plan.
A strategic account planning template for your business
The strategic account planning template below, including some account planning tools, is meant to help you improve relationships with your key accounts by: Understanding your customers' business goals and identifying opportunities. Identifying and reducing risk. Delivering value to your client.
How to Succeed at Key Account Management
July 13, 2012. Key account management (KAM) is one of the most important changes in selling that has emerged during the past two decades. KAM is a radically different organizational process used ...
How To Build Powerful Key Account Plans In Salesforce
Measure sales revenue and income versus the target for each customer. Describe the account management strategy, white space opportunities, business development initiatives, action plan, and challenges for valuable customers and prospects. Highlight risks and threats likely to impact the success of the Account Plan.
Action Plan For Key Account Management Template
Follow these few steps to get started with Lark templates: 1. Click 'Use this template' on the top right corner to sign up for Lark. 2. After signing up for Lark, you will be directed to the Action Plan For Key Account Management Template on Lark Base. Click 'Use This Template' on the top right corner of Lark Base to copy a version of the ...
Strategic Account Management Plan Template
Identify Strategic Account Objectives This task is crucial for setting the foundation of the strategic account management plan. You need to identify the main objectives that you want to achieve through managing the strategic account. Consider the long-term goals, revenue targets, customer satisfaction, and market expansion opportunities. What are the key outcomes you expect from
Do's and Don'ts When Creating a Key Account Plan Template
That sort of business-critical expense can't be based on human connection and an experienced account manager alone. Instead, everyone from your head of revenue to your account management new hires needs to know there's a plan. Here's how to create a key account template plan and navigate around some guiding do's and don'ts.
PDF PROCESS Analysis
KEY ACCOUNT PLAN TEMPLATE INSTRUCTIONS: Document a pro-active strategic account plan for each of your key accounts by applying the 4-step account management process. This plan will enable you to strategize, plan and execute by identifying all Fundamentals of Selling concepts to effectively grow this key account with the key decision makers.
The Key Account Strategy Template for B2B Businesses
The Key Account Strategy Template for B2B Businesses. Creating an ironclad plan for key account management that guides individual account growth and gives you organization-wide insight isn't easy. As you try to implement team-wide processes, individuals may have routines or procedures that are more geared toward B2C account management rather ...
Action Plan Template for Key Account Management
Creating a plan for key account management is the first step towards success. Follow this checklist when putting together your own action plan: 1. Identify key accounts. Look at your customer list and determine which customers are the most important to your business. These are the key accounts that you will be focusing on in your action plan.
Account Planning Template
An account planning template is a tool that can be used by B2B sales and account management teams to streamline their process. It provides a framework for organizing information and developing a strategic plan for each customer's business. While templates can vary, most include similar components such as account background, goals and ...
Top 10 Key Account Management Templates with Samples and ...
Template 4: Key Account Management Plan With Communication Style. Create a schedule for regular communication with your key accounts with this KAM Communication Plan Template. You can use this presentation template to make a touchpoint plan, invite people to recurring meetings, and ensure regular follow-ups.
Top 10 Account Plan Templates with Examples and Samples
Template 2: Account Strategic Review with Yearly Growth Plan. The PPT Slide provides a view of client dynamics, financial aspirations, challenges faced, current progress, goals, and the journey ahead with next year's growth plan. This slide is an invaluable asset for business leaders, strategic planners, and account managers.
Ready to use Key Account Plan template (ppt format)
Just 3 steps to build your own individual key account plan. Step 1: Download the key account plan template. Immediately after purchase, you will receive the access data for the Online Academy, where you can download the current Key Account Plan templates (pptx Powerpoint format) at any time. Step 2: Select relevant slides and adopt them in your ...
10 Free Business Plan Templates in Word, Excel, & ClickUp
A business plan template is a structured framework for entrepreneurs and business executives who want to create business plans. It comes with pre-arranged sections and headings that cover key elements like the executive summary , business overview, target customers, unique value proposition, marketing plans, and financial statements.
How to Create an Expert Business Model: A Detailed Guide + Templates
Edit and Download. The bundling business model can be a great idea if offering multiple products or services for a lower price point will still be profitable for your business. Here's a template you can use to explain this model to stakeholders. Customize this template and make it your own! Edit and Download. 3.
Welcome to Claude
Visit claude.ai! Claude is a family of large language models developed by Anthropic and designed to revolutionize the way you interact with AI. Claude excels at a wide variety of tasks involving language, reasoning, analysis, coding, and more. Our models are highly capable, easy to use, and can be customized to suit your needs.