Client Account Plan
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Client Account Plan

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Basic account plan for use by small consulting firm can be modified and adapted as required

Basic account plan for use by small consulting firm can be modified and adapted as required

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Client Account Plan Client Account Plan Presentation Transcript

  • Manning Charles & Associates Ltd [Client Name] – Client Account Plan Account: Account Manager: Main Location: Type of business: Client since: Fee history: 200X A$ 200X A$ 200X A$ Telephone: Services we have provided/are providing: Fax: Website: Overview Current Relationship Current plans/initiatives with client Potential problems 1 Manning Charles & Associates Ltd - © October 2009
  • Manning Charles & Associates Ltd [Client Name] – Client Account Plan Key Contacts and position Key issues Perception/Attitude to [Client Name] 1 2 3 4 5 6 What is the potential with this client? Prepared by:- Reviewed by:- Date:- Date:- 2 Manning Charles & Associates Ltd - © October 2009