One page account plan template 2026

1. Click ‘Get Form’ to open the one page account plan template in the editor.
2. Begin with the 'Account Snapshot' section. Fill in the key account's headquarters and location, their mission statement, this year’s revenue goal, and details on what you are selling. Consider additional cross-sell or up-sell opportunities.
3. Move to 'Conduct a Local Analysis'. List decision makers and influencers by entering their roles, names, positions, and what criteria they prioritize in decision-making. Outline your strategy for engaging with each individual.
4. In 'Devise a Strategic Account Plan', apply the SMART criteria to define your objectives. Document last year's revenue, this year's goals, and calculate the probability factor for achieving these goals.
5. Complete the 'Activity to Achieve Goal & Strategy' section by detailing your timeline and expected return on time invested (ROTI). Reflect on how you can optimize your time spent on this account.
6. Finally, in the 'Act: Implement the Plan' section, outline actionable steps for the next 90 days focusing on specific competencies and frequency of updates.

Start using our platform today to streamline your account planning process for free!