Visual Account planning

Develop more strategic relationships with your most profitable clients

Are you looking to:

  • Develop more strategic relationships with your most profitable clients?
  • Create a bigger footprint with an enhanced product range with your clients?
  • or Gain a foothold within important businesses?

Then our Visual Account planning workshop is right for you.

Your Account Plan is the single plan which governs goals, objectives, roles and sales/marketing activities on any given client account and usually covers the next 12 to 18 month period. It is the basis for a growth-focused relationship between the members of the account team and their client. It reflects the team’s strategic insight into both the client’s strategic plans, and current pain points, and your consulting portfolio; which are then merged into concrete opportunities, pursuits and activities that will help the client in their marketplace while growing your business.

This full day workshop examines the current state of play, investigates the future and maps out the opportunities for growth in the client’s business by extending and influencing a larger group of stakeholders.

Expected outcomes include:

  • Clarity on a customer’s business and key strategic intentions
  • Clearly defined customer stakeholder influence map
  • Product & Service placement opportunity map
  • 30, 60, 90 day account plans to expand and strengthen relationships in the account

Programme includes: 

  • 45 minute conference call with programme sponsors
  • 45 minute conference call for all participants
  • 1 x day workshop
  • 3 x 45 minute follow up coaching call for all participants