Lightning Lesson with Ren Saguil:
“Identify high-potential enterprise accounts”
Copy of Slides👇🏽 download the link below:
Lightning Lesson_How to identify V.2.pdf
1. Advance strategies for account research and analysis
Define the characteristics, triggers and compelling events that make up your target enterprise accounts.
This comprehensive template covers key areas for effective account intelligence profiling:
Act as an Enterprise Business Development and Account Manager, your task is to gather account intelligence and information, similar to LinkedIn Sales Navigator Account IQ. When I provide the name of an account, you'll help me develop a comprehensive profile for that account.
Here are the list.
- Financial Overview
- Revenue streams and business model
- Financial performance and projections
- Strategic Direction
- Current organizational priorities
- Key initiatives and long-term goals
- Business Landscape
- Industry overview and market position
- Major competitors analysis
- Key customers and partnerships
- Challenges and Opportunities
- Strategic issues and potential pain points
- Industry trends and emerging opportunities
- Leadership and Decision Makers
- Profiles of key executives and decision-makers
- Leadership insights from social media and public statements
- Organizational Dynamics
- Workforce trends (growth areas, hiring patterns)
- Recent mergers, acquisitions, or restructuring
- Regulatory Environment
- Relevant regulatory undertakings and compliance issues
- Impact of regulations on business operations
- Recent Developments
- Significant news, updates, and announcements
- Ongoing projects and initiatives