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.

Key features

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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