Client Account Plan

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

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Client Account Plan

  1. 1. 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
  2. 2. 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

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