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Account Strategy Template

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Jim Keenan
Jim Keenan

A comprehensive account planning and strategy template. Strategy development and execution are critical to a successful selling environment. This template is an easy to follow yet powerful tool to increase sales success.

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Account-Territory Strategy Plan Assessment, Understanding, Direction, Accountability
Account/Territory Assessment ,[object Object],[object Object],[object Object],[object Object]
Organization Assessment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Opportunity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Goals ,[object Object],[object Object],[object Object],[object Object]
Objectives ,[object Object],[object Object],[object Object],[object Object]
Approach ,[object Object],[object Object],[object Object],[object Object]
Risks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Contingency ,[object Object],[object Object]
Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Conclusion ,[object Object],[object Object],[object Object],[object Object]
What Happened QX? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Quarterly Plan Reviews ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Qx Assessment ,[object Object],[object Object],[object Object]
QX Team Assessment ,[object Object],[object Object],[object Object],[object Object],[object Object]
QX Goals ,[object Object],[object Object],[object Object],[object Object]
QX Objectives ,[object Object],[object Object],[object Object],[object Object]
QX Approach ,[object Object],[object Object],[object Object],[object Object],[object Object]
Qx Risks ,[object Object],[object Object],[object Object]
Qx Contingencies ,[object Object],[object Object],[object Object]
Qx Resources ,[object Object],[object Object]

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Account Strategy Template

  • 1. Account-Territory Strategy Plan Assessment, Understanding, Direction, Accountability
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