Account Plan Checklist
Make an account plan checklist for a key customer: research, stakeholders, goals, plays with owners and a monthly review, shared with the account team.
- Free
- No sign-up to try
- Works as you type
5 stages, 19 steps
1. Account research
- Summarise what the account does, its size and recent news
- Record what they buy today and what it's worth
- Review usage, support history and satisfaction
- Note their main business priorities for the year
2. Stakeholders
- Map decision makers, influencers and day-to-day users
- Note each person's goals and their view of you
- Find the gaps: senior people or teams you don't know
- Name an owner on your side for each relationship
3. Goals
- Write down the outcomes the customer wants from working with you
- Set your retention and growth goals for the account
- List growth opportunities
- List risks to renewal
4. Plays
- Choose a play for each opportunity and each risk
- Give each play an owner and a date
- Plan meetings between senior people on both sides
- Agree the support you need from other teams
5. Review
- Share the plan with everyone who works on the account
- Review progress every month
- Update the plan after each business review with the customer
Free, no sign-up to try. Your checklist becomes a Room you can edit, publish and share.
How it works
How the Account Plan Checklist works
- 1
Pick the stages
Keep the stages you need and name an owner for each.
- 2
Add your own steps
Add steps specific to your team or product.
- 3
Share the checklist
Create a Room everyone ticks off together from one link.
Worked example
What it makes
1. Account research
A shared picture of the account today.
- Summarise what the account does, its size and recent news
- Record what they buy today and what it's worth
- Review usage, support history and satisfaction
- Note their main business priorities for the year
2. Stakeholders
Know who decides, who influences and who uses.
- Map decision makers, influencers and day-to-day users
- Note each person's goals and their view of you
- Find the gaps: senior people or teams you don't know
- Name an owner on your side for each relationship
3. Goals
What you and the customer each want from the year.
- Write down the outcomes the customer wants from working with you
- Set your retention and growth goals for the account
- List growth opportunities
- List risks to renewal
4. Plays
Specific actions for each opportunity and risk.
- Choose a play for each opportunity and each risk
- Give each play an owner and a date
- Plan meetings between senior people on both sides
- Agree the support you need from other teams
5. Review
The plan stays alive after it's written.
- Share the plan with everyone who works on the account
- Review progress every month
- Update the plan after each business review with the customer
Who it's for
Who uses it
Account managers
Plan growth and renewal for each key account.
Customer success
Spot renewal risks early and act on them.
Sales leaders
Review every key account plan the same way.
Good to know
What to consider
- This is a step-by-step checklist for producing the plan; keep account notes in your CRM.
Questions
About the Account Plan Checklist
Where do I keep the stakeholder map?
In your CRM or a shared document. The checklist makes sure it gets done and kept current; link it in the Room.
Where do the steps come from?
From a step library written and reviewed by people, not generated per visitor. Pick the stages you need, name an owner for each and add your own steps.
Make your checklist now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
Create my checklistRelated
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