Account Plans are an important piece of the Sales & Customer Success motion. An Account Plan is an internal document that is created to keep everyone working an account (Sales Rep, Customer Success Manager, Executive Sponsor, etc.) on the same page. It is also common to perform a
at this stage to uncover additional change and growth opportunities.
Where as other documents, such as a Mutual Evaluation Plans or Success Plans, are meant to be customer-facing and collaborative, Account Plans are not meant to be shared with the client. They provide a safe space to document the client’s goals, sentiment, champions, and risks and opportunities.
: The central hub for for all things related to the client. A great place to include background on the company, why they purchased, their goals for using your product or service, and any other relevant account information.