Account Planning
About Account Planning
Account
planning is a process of building strategic plans to improve
value-driven relationships with your key customers that can help in
long-term development and retention, thereby maximizing the revenue
potential. Effective account plans help account managers to gain a more
in-depth understanding of the client.
Why is Account Planning important?
The benefits of Account Planning are:
• Effective implementation of plans
• Achievement of cost benefits for both you and your customers.
• Streamlined business processes.
• Stronger business relationships, enabling greater repeat orders.
• Lessons that can be applied across your customer base.
• Improved customer satisfaction.
Who should take the Account Planning Exam?
• Anyone who has clients that they need to manage effectively
• Account or Partner Managers
• Anyone interested in pursuing a career as an Account or Partner Manager
• Anyone who is in an interpersonal role and needs to manage relationships with external stakeholders
Account Planning Certification Course Outline
1. Client Expectations
2. Client Needs
3. Client Perception
4. Client Attitudes
5. Client Handling
6. Client Listening and Tools
7. Account Planning