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Account Team Brainstorm

A lightweight exercise to improve team alignment and sharpen account strategy.
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A great idea can come from anyone.

Account selling is a team sport, but the consistent grind tends to keep everyone focused on their own space: AE’s on sales, CSMs on success, SEs on POCs, etc. The result is a tendency to miss on spotting both blind spots and fresh ideas.
This lightweight exercise is designed to bring the entire team together to share fresh perspectives. Share the doc with your account team and encourage everyone to click the prompts that most resonate. At the end, vote and discuss for the most important ideas. Can be run either async or in person.
Impact: Improve team alignment and sharpen account strategy.
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Account Team Brainstorming Prompts

Right now...

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The most valuable thing is
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Something I wouldn't want to lose is
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I spend too much time doing
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I have trouble understanding
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My biggest frustration is
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In the future...

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I'm excited about
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I feel uneasy about
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We need to focus less on
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We need to focus more on
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I would add
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Account Team Discussion
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Discussed?
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Statement starter
Person
Thoughts
Notes
+1
Discussed?
Created on
We need to focus more on
Chris James
bringing more value to customers.
Oct 3
My biggest frustration is
Chris James
not having enough analytics about our accounts.
Oct 3
I'm excited about
Chris James
The growth for 2024!!!
Oct 3
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