This client account plan document provides key information about a client, including their account manager, services provided, fee history, contacts, issues, and potential for growth. It aims to outline the current relationship and future plans with the client. The document will be prepared by the account manager and reviewed by another member of the firm to ensure all essential details about the client are captured.

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. 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
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What is the potential with this client?
Prepared by:- Reviewed by:-
Date:- Date:-
2
Manning Charles & Associates Ltd - © October 2009