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
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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]
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What is the potential with this client?
Prepared by:- Reviewed by:-
Date:- Date:-
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Manning Charles & Associates Ltd - © October 2009