Strategic Account Plan Presentation Template for [Company Name]
This strategic account plan presentation template is designed to help account managers outline key priorities, initiatives, individuals, annual targets, revenue streams, and action plans for a strategic account. It includes sections for client priorities, initiatives, key individuals, annual targets, revenue streams, and action plans. Enhance your strategic planning process with this comprehensive template.
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Presentation Transcript
STRATEGIC ACCOUNT PLAN PRESENTATION TEMPLATE FOR [ COMPANY NAME ] PREPARED BY Name ACCOUNT PLAN MANAGER Name DATE MM/DD/YY STRATEGIC ACCOUNT PLAN PRESENTATION
TABLE OF CONTENTS 4 1 4 1 OVERVIEW: Client s Key Priorities ANNUAL ACCOUNT TARGETS 2 5 2 5 OVERVIEW: Client s Key Initiatives REVENUE STREAMS 3 6 3 6 OVERVIEW: Client s Key Individuals ACTION PLAN STRATEGIC ACCOUNT PLAN PRESENTATION | TABLE OF CONTENTS PROJECT REPORT
1. OVERVIEW: Clients Key Priorities Priority 1: Provide description KEY PRIORITIES Priority 2: Provide description Priority 3: Provide description OVERVIEW KEY PRIORITIES PROJECT REPORT
2. OVERVIEW: Clients Key Initiatives Initiative 1: Provide description KEY INITIATIVES Initiative 2: Provide description Initiative 3: Provide description OVERVIEW KEY INITIATIVES PROJECT REPORT
3. OVERVIEW: Clients Key Individuals Name, Title, Email, Phone KEY INDIVIDUALS Name, Title, Email, Phone Name, Title , Email, Phone OVERVIEW KEY INDIVIDUALS PROJECT REPORT
4. ANNUAL ACCOUNT TARGETS TARGET 1 TARGET 2 TARGET 3 ANNUAL ACCOUNT TARGETS PROJECT REPORT
5. REVENUE STREAMS STREAM ESTIMATED ANNUAL REVENUE OUR VALUE PROPOSITION PROJECT REPORT REVENUE STREAMS
6. ACTION PLAN ACTION RESPONSIBLE PARTY TIMELINE FOR PLAN ACTION PLAN
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