Template
Account Plan
The Account Plan outlines the strategy for managing and growing a client relationship
This template covers the key parts of client relationship management including client information, account history, current state assessment, SWOT analysis, and strategic goals.
Provides a holistic view of the client relationship, including company information, key contacts, and account history
Facilitates strategic planning through SWOT analysis and setting clear objectives for retention and expansion
Guides account management with a detailed action plan and timeline for key initiatives and activities