Strategic Account Plan
1. Account Summary
Capture the essentials so anyone in your team can quickly understand the account.
2. Business Challenges & Opportunities
Identify the problems you can solve—and the growth opportunities you can help them capture.
3. Solution Fit
Assess whether this account matches your Ideal Customer Profile (ICP) and how your offering fits.
SWOT Analysis:
4. Goal, Strategy & Value Proposition
Shape a clear, compelling reason for the account to choose you.
5. SMART Account Goals
Turn strategy into measurable, time-bound outcomes.
6. Stakeholder Management Plan
Map out the people who influence the buying decision.
Stakeholder 1
Stakeholder
7. Engagement Strategy
Outline how you’ll connect, influence, and move the deal forward.
8. Timeline & Milestones
Track progress at a glance.
| Milestone | Timeline | Dependencies |
|---|---|---|
9. Resources Needed
Identify what you need to win.
Once you've filled out the form, you can print it to a PDF!
Look for the "Print" or "Save as PDF" option in your browser's menu.
Strategic Account Plan
1. Account Summary
Capture the essentials so anyone in your team can quickly understand the account.
2. Business Challenges & Opportunities
Identify the problems you can solve—and the growth opportunities you can help them capture.
3. Solution Fit
Assess whether this account matches your Ideal Customer Profile (ICP) and how your offering fits.
SWOT Analysis:
4. Goal, Strategy & Value Proposition
Shape a clear, compelling reason for the account to choose you.
5. SMART Account Goals
Turn strategy into measurable, time-bound outcomes.
6. Stakeholder Management Plan
Map out the people who influence the buying decision.
Stakeholder 1
Stakeholder
7. Engagement Strategy
Outline how you’ll connect, influence, and move the deal forward.
8. Timeline & Milestones
Track progress at a glance.
| Milestone | Timeline | Dependencies |
|---|---|---|
9. Resources Needed
Identify what you need to win.
Once you've filled out the form, you can print it to a PDF!
Look for the "Print" or "Save as PDF" option in your browser's menu.