Share this template with your team to update everyone on account plans. Everyone on your team can get caught up to speed with real-time editing and updating.

Account Plans template

Share this template with your team to update everyone on account plans. Everyone on your team can get caught up to speed with real-time editing and updating. Incorporate data for your team to view and use. By maintaining a comprehensive database for account information, you can maintain your relationship with your client and create effective plans.

How to use:

  • Include a summary of your client
  • Add key details of their company
  • List names of sponsors
  • Attach photos to identify sponsors
  • Add important notes to remember