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Systematic account analysis and development of the account strategy
Easy communication within the team and towards the management
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.
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.
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)
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!
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!
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.
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