Catalyst Sale Podcast: Sales Training | Sales Strategy | B2b | Selling | Marketing

The Account Plan - a Tactical Discussion This is the third in a series of discussions around tactics.  This week we discuss the tactical side of building an Account Plan.   The Account Plan is a living, breathing document, it is not static.  It serves multiple purposes.  It helps the account rep/account executive/account manager maintain focus. It can be used as a project management tool. It can be used for reflection. It can support collaboration. It can be used as an Executive Summary. Questions Addressed Why do we use an Account Plan? Where do we start with the Account Plan? How can the Account Plan support onboarding a new rep? What are the major components that make up the account plan? Where do the Call Plan, Account Plan, and Territory Plan fit into the Catalyst Sale approach? The Catalyst Sale Account Plan Start with Why - Why does it make sense for the customer and the organization to enter into a business relationship. Document the Project Plan/Major Milestones Capture the Story - Who, What, Wh