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Strategic Account Plan

Work with a prospect to close business

About this doc

When you sell into large accounts is it hard to keep track of all your prospects, to-dos, and revenue history in one place? This template is designed to: 1. Help you organize your “Contacts” and prioritize contacting them. 2. Manage your “To-Dos” to understand your highest-priority items (and clients to contact first). 3. Keep track of your deals in the “Revenue History” section. 4. Add competitive intelligence to the “Competitors” section.


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About the Maker

Joe DiMento

Go-to-market at Coda. Outside of work: political enthusiast, occasional off-key singer, on-key father to an opinionated toddler.

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Strategic Account Plan

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