Ready to use Key Account Playbook template

  • Focused, compact and proven Key Account Playbook on just 10 pages
  • Over 30 ready to use, complementary pages that you can easily add to your individual plan
  • Key Account Playbook template in English
  • Microsoft Powerpoint format (pptx)
  • BONUS: The book ‚The strategic Key Account Plan‘!  (171 pages, pdf Format)

Simply transfer it into your own company layout and start immediately!


Risk free thanks to the 60 days refund policy!

Key Account Plan as strategy tool


Systematic account analysis and development of the account strategy

Key Account Plan as communiation tool


Easy communication within the team and towards the management

Key Account Plan as documentation tool


Store important information about the key account centrally

Key Account Management without a Key Account Plan is like a morning without a toothbrush! But while we use a toothbrush as a matter of course, we don’t have time for the Account Plan. With this ready to use Key Account Plan you can start immediately to work out your business strategy. A systematic customer, market and competition analysis will lead you step-by-step to your top 5 business opportunities and risks. Based upon this profound analysis you identify the top strategic business goals including the business strategy and action plan behind.

Do you want to create a Key Account Playbook?

Then benefit from this ready to use key account playbook template, which many companies, such as Bosch, BASF, Mercedes-Benz, tesa, Würth and many more are already using internationally as a basis for their account planning.

Structure of a Strategic Key Account Playbook
  • In total more than 45 pages designed in a proven structure!
  • The format Microsoft Powerpoint makes it super easy for you to present your account plan to senior management or your account team!
  • You can easily adapt the template according to your own needs!

Here are some selected aspects from the templates:

  • Structured and visually processed customer analysis (company structure, business goals, purchasing strategy, …).
  • Systematic and visual analysis of the Buying Center / Power Map to systematically analyze the most important people.
  • Analysis of the market environment of the customer.
  • SWOT analysis of the customer.
  • Blue ocean visualization to develop your own unique value proposition from the customer’s point of view.
  • SWOT analysis of your own company.
  • Analysis of your competitors !
  • MOST structure to get from the mission, through the goals to a strategy and concrete action!
  • Clearly manage the key account team and responsibilities in the team.
  • Develop a communication and Touchpoint plan for the next 24 months.
Book cover 'The strategic Key Account Plan'

The Strategic Key Account Plan

The ultimate handbook

The book is constructed in such a way that you will be guided through the systematic account plan, step by step, so that you can easily adapt the content to your own specific company and business requirements.
(171 pages, pdf format)

About the author

These templates are based on more than 20 years of experience, many hundreds of projects on an international basis and the feedback of thousands of users!

Hartmut Sieck - the Key Account Management expert

Hartmut Sieck

  • 10 years of professional experience in the industry as a key account manager and manager
  • Since 2002 management consultant, trainer, sales coach and keynote speaker with a clear focus on key account management and B2B sales
  • Board member of the European Foundation for Key Account Management (EFKAM)
  • Author of books such as "The Strategic Key Account Plan", "Key Account Management", "The Key Account Manager", ...

Prepare your Key Account Plan NOW!

Just 3 steps to build your own individual key account plan
Step 1: Download the key account plan template
Immediately after purchase, you will receive the access data for the Online Academy, where you can download the current Key Account Plan templates (pptx Powerpoint format) at any time.

Step 2: Select relevant slides and adopt them in your own company CI
The first 10 pages form the core of the key account playbook template and I recommend that you start with these first questions in a focused manner.
The template also contains many other optional analysis points, questions and slides. These come from many practical projects and participant feedback. Feel free to choose from these optional slides the questions that offer you added value.
Now you only need to transfer the templates into your company CI (your company PowerPoint template) and you can start.

Step 3: Bringing the key account plan to life alone or in a team
Alternatively, you can now fill the plan with life bit by bit as a key account manager or as part of the key account team. At the beginning it is about the analysis of the account / customer and then about your own position in the competitive environment with this one key account. You can then derive the top opportunities and risks from the analysis and work out your strategic goals and implementation strategy. One tip: Make a conscious use of the “?”, Especially during analysis, if you don’t know something. Only those who know what they don’t know will be able to close this information gap.

Your account plan, your proactive key account strategy, is ready to go!

just 49 €
(regular price 99 €)
(plus VAT)

Risk free thanks to the 60 days refund policy!


This key account plan template only contains one possible structure for a key account plan. The analysis points and questions in the template should only be used as an impulse / idea to create your own, individual key account plan. The template does not claim to be complete. The consequences for your business arise solely from your personal conclusions.

©2019 Digistore24 GmbH,
all rights reserved