Toolkit - Account Planning

What is "Account Planning Toolkit" about?

The purpose of this toolkit is...

• to provide a structure for your account plan covering 

• • Account profile
  • Current state
  • Future state (main focus)

• ... to explain the required content for each chapter and all sub-chapters

• ... to provide the principle MODEL MAP MATCH to derive future business ideas to support your strategy

• ... re-use existing slides
  • if they match to the content requirements
  • if you make sure that there is a consistent storyline

Contents:

• Account Tier Logic - Sales Guideline (PDF-format)
• Guideline Account Plan Tier 1 & 2 - Sales Guideline (PDF-format)
• Template Account Plan Tier 1 & 2 - Sales Template (PPT-format)
• Guideline Account Plan Tier 3 & 4 - Sales Guideline (PDF-format)
• Template Account Plan Tier 3 & 4 - Sales Template (PPT-format)