Free Resource

Template for Free Account Planning

A strategic framework for your account-based administration, sales, and marketing.
LIFETIME ACCESS FOR

199.00

Template for Free Account Planning

Sections of this account planning template include:
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Business Summary
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Significant Business Initiatives
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Consumer Relationship Landscape
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Customer Products and Revenue
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Analysis of Account Competitors
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Process of Purchase and Selling Points
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Relationship Objectives & Plan
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Opportunities, Targets, and Risks in Sales
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A strategy
Start planning your account today.

You need a more strategic approach, whether you’re a marketer, salesperson, or customer success manager, to win the favour and business of your critical accounts.

No matter where your accounts are in your relationship with them, you can use this template to design a plan for each of them.
This template, used in conjunction with your account-based marketing software, will help you stay focused and organized as you work to acquire and maintain increasingly significant accounts.

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This is the least sexy, most “boring” type of content we could possibly create.

But it’s the stuff that will actually lead to more traffic, leads, clients, and revenue.

There’s no fluff, no clickbait, no listicles. Each walkthrough we create is extremely detailed and actionable

Rakesh Oberoi

Before discovering the Agency Plot SOP Library, our agency was struggling to build internal processes. We wanted to systematize everything, but found the task daunting. With the SOP Library, not only were we able to model how Agency Plot did things, but we learned a much better way to manage our system. Even better, we realized there were more efficient ways of doing things than we had been doing them.

Tim Berry
CEO - Reputation Local

Chris Rodriguez

As I’m building my agency, I have been looking to build and acquire tangible resources to help me scale – including digital marketing SOPs.

After much searching, and trial and error, I was referred to Agency Plot and could not be happier. This is granular and detailed, and will help me accelerate the growth of my business. The value for the cost is unmatched.

Chris Rodriguez
Owner - iExcel

Kaizer Meer

I estimate we save several thousands of dollars each month by being more effective and action-oriented through the use of these SOPs.

Joshua Watson
SEO Director - Spiral Marketing Agency

Mike Kennedy

I run a digital marketing agency team and have been in digital marketing over a decade, and no one has broken down these topics in as clear and well-organized way as the Agency Plot team.
Mike Kennedy
Owner - Stikky Media
Boost the size of your business with these resources
LIFETIME ACCESS FOR

199.00

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Business Summary
N
Significant Business Initiatives
N
Consumer Relationship Landscape
N
Customer Products and Revenue
N
Analysis of Account Competitors
N
Process of Purchase and Selling Points
N
Relationship Objectives & Plan
N
Opportunities, Targets, and Risks in Sales
N
A strategy

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Template for Free Account Planning