Store important information about the companies you conduct business with. Use this account planning template to document client contacts and account members.

Account Planning template

Store important information about the companies you conduct business with. Use this account planning template to document client contacts and account members. Share the document with your team and use it as a resource for your account plans.

How to use:

  • List members of the account team
  • Add each member's role in the plan
  • Include customer contacts in the table
  • List their title and role in the relationship
  • Rate the relationship and importance level

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