<aside> 🏁 How to use: Click Duplicate on the top right to save this to your own Notion workspace. If you don’t have Notion yet, you can create one for free. Think another Elite Sales Athlete would benefit from this? Please send them to Sales Curiosity Club. Connect with me on LinkedIn to get more B2B Sales strategies, tips and models.
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A strategic account plan is a LIVING DOCUMENT to help you create a collaborative solution selling approach with your customers.
To win new business and grow key accounts, business development managers, account managers and sales executives must become invested in their customer’s challenges, goals, and the competitive landscape of their business and their customer’s customer.
<aside> 📌 Strategic account plans provide salespeople with a step-by-step process for partnering with their clients and creating a collaborative way of working with customers.
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Why use this tool ?
✅ A prompt for critical thinking and sales strategies
✅ A guideline for planning and executing a winning sales strategy
✅ A tool to measure the effectiveness of sales plans and strategies.
✅ A framework for understanding customers business goals and challenges and how to create value and help them and their end customers be successful.
This page is all about your customer, the opportunity and your current and long term account goals. It also digs deep on your current relationship strategy and prompts you to create an action plan to improve current state.
This page is to support you in effectively qualifying the opportunity and guide you from understanding the problem or need, unearthing the compelling event and the milestones in the buying process.The tools on this page provides you a structure to have an effective qualifying process, providing a high percent of winning the opportunity and sound decision making.
This page is all about your competitive strategy. Your Unique business value, your competitors vs your positioning and mapping your current customer relationships.