How to Build a Killer Strategic Account Plan

The Strategic Account Plan is a tool that helps salespeople be better positioned to take on new accounts and forge stronger relationships with existing ones. The plan contains critical information about the prospect that every sales rep should know before even thinking about making the initial phone call. Putting the information down in a concise, structured way helps the salesperson to focus on what is important about the account and how it aligns with your company’s offering. Having a plan can be that one step further, the edge over the competitor, the crucial piece of data that can close the deal. Simply put, the Strategic Account Plan is the blueprint of the sale.

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