One Page Account Plan Template

A one page account plan template is like having a business GPS right in your Excel sheet!

Our friendly template guides you effortlessly through a customer overview, sales history, forecast, SWOT Analysis, strategy and more—all neatly organized on a single page.

This one page account template makes account management straightforward. Let’s look at how an account plan can help you have a productive relationship with key accounts!

One Page Account Plan Template Sections

Basic Account Information

Purpose: Capture fundamental details about the account to provide a quick reference for the team.

How to Use:

• Populate this section with essential data that uniquely identifies and describes the account.
• Keep this information up-to-date to ensure accuracy in reporting and communication.

Fields & Examples:

• Date of Plan/Update: January 24, 2025
• Account Name: ABC Corporation
• Account Number(s): 123456789
• Industry: Information Technology
• Market Segment: Enterprise Software Solutions
• Relationship Now: Cooperative
• Relationship Prior Year: Competitive
• Strategy: Maintain
• Contact Frequency: Monthly

Customer Overview

Purpose: Provide a snapshot of the customer's business, including their goals, challenges, and key initiatives.

How to Use:

• Summarize the customer's business model, mission, and recent developments.
• Highlight their strategic priorities and how your products/services align with their needs.

Example: ABC Corporation is a leading provider of cloud-based solutions aiming to enhance operational efficiency for large enterprises. Their current focus is on expanding their AI capabilities and entering new international markets. They face challenges related to data security and scalability, which our advanced security features and scalable solutions can address.

Sales History, Entitlement, and Forecast

Purpose: Track past performance, current entitlements, and future sales projections to inform strategic decisions.

How to Use:

• Document sales data for the past two years, current year, and forecast for the next two years.
• Include entitlement information to understand current rights and opportunities for upselling or cross-selling.

Account Team

Purpose: Identify the key individuals managing and supporting the account to ensure clear roles and responsibilities.

How to Use:

• List all team members involved with the account, specifying their roles and responsibilities.
• Facilitate coordination and communication within the team.

Example:

• Key Account Manager: Jane Doe – Oversees the overall account strategy and client relationships.
• Technical Lead: John Smith – Manages technical implementations and product integrations.
• Customer Support Specialist: Emily Davis – Handles support requests and ensures customer satisfaction.

Current Business with Them

Purpose: Detail the existing products or services provided to the account, including market share and applications.

How to Use:

• Outline the current offerings, their market penetration, and how they are utilized by the customer.
• Identify areas for potential growth or improvement.

Example:

• Model: Enterprise Cloud Suite
• Product: Cloud Storage Solutions
• % of Share: 40% of their total IT budget allocated to our cloud services.
• Application: Used for data backup, disaster recovery, and collaborative projects across departments.

Primary Account Contacts

Purpose: List the main contacts within the customer organization to facilitate effective communication and relationship management.

How to Use:

• Provide contact details and roles of key stakeholders.
• Update regularly to reflect any changes in personnel or responsibilities.

Example:

• Alice Johnson: Chief Information Officer – alice.johnson@abccorp.com – (555) 123-4567
• Bob Williams: Head of Procurement – bob.williams@abccorp.com – (555) 987-6543
• Catherine Lee: IT Manager – catherine.lee@abccorp.com – (555) 654-3210

SWOT Analysis

Purpose: Assess the account's Strengths, Weaknesses, Opportunities, and Threats to inform strategic planning.

How to Use:

• Conduct an internal analysis focusing on factors that can influence the account relationship.
• Use insights to leverage strengths and opportunities while addressing weaknesses and threats.

Example:

• Strengths: Strong brand reputation, long-term partnership, high customer loyalty.
• Weaknesses: Limited product customization options, slower response times.
• Opportunities: Expansion into new markets, introduction of AI-driven solutions.
• Threats: Increasing competition, potential budget cuts, changing regulatory landscape.

Overall Account Strategy

Purpose: Define the high-level approach to managing and growing the account based on analysis and objectives.

How to Use:

• Outline the strategic initiatives and actions planned to achieve account goals.
• Align the strategy with both your company's capabilities and the customer's needs.

Example: Our strategy for ABC Corporation focuses on deepening the partnership by introducing our new AI-driven analytics tools, enhancing data security measures, and expanding our service offerings to support their international expansion. We will engage in quarterly strategic reviews to ensure alignment and adapt to any evolving needs.

Strategic Objectives

Purpose: Set specific, measurable goals that align with the overall account strategy to drive growth and success.

How to Use:

• Define clear objectives with timelines and key performance indicators (KPIs).
• Ensure objectives are achievable and aligned with both your company's and the customer's goals.

Example:

• Increase Revenue: Achieve a 20% increase in sales from ABC Corporation by Q4 2025 through upselling cloud security services.
• Enhance Customer Satisfaction: Improve customer satisfaction scores by 15% by implementing a dedicated support team by mid-2025.
• Expand Product Adoption: Facilitate the adoption of our new AI analytics tool across three additional departments within ABC Corporation by the end of 2025.
• Strengthen Relationship: Conduct bi-annual executive meetings to discuss strategic initiatives and ensure ongoing alignment.

One Page Account Plan Template Summary

By meticulously filling out each of these sections, your account plan will serve as a robust roadmap for managing and expanding your client relationships, ultimately driving mutual success.

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