Account Plan
About this template
The Account Plan outlines the strategy for managing and growing a client relationship. It 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
