Before diving headfirst into 2023, it’s important you take the time to reflect on your Account Planning efforts from this past year. An account plan template will help you answer these questions: What crucial information did you miss in the planning phase? What deals were lost due to a lack of planning and preparation?

Most mature sales functions are adopting a formalized account plan template, including use of an Account Planning Template to inform and document key insights and actions. The key is to choose an account planning template that fits into your selling environment … and then embed it into your sales culture.

There are numerous choices between home-grown tools, publicly available content, and off-the-shelf options embedded within sales methodologies and technology platforms. Each offers value.

Overwhelmed by all of the options?  We have created a list of the Six Must Haves to look for in an Account Planning Template. Download your copy now of the things to keep in mind as you make your choice.

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To help you ramp your account planning up a notch and to make sure you’re fully equipped to ask the right questions at the right time, we’ve compiled a list of our favorite account planning templates for 2023.

Find the one that makes the most sense for your 2023 territory and enterprise strategy:

Altify: Grow Deal Size with Comprehensive Account Planning

BEST FOR: ABM directors and key account managers who want to maximize deal size or expand deals with selected targets and already use Salesforce. The account planning template explains the what and why of each element of account planning and provides examples as well. It also offers guidance on how to implement the plan, align team members, and measure success.

Kapta: Develop Consistent Sales Tactics to Strengthen Account Relationships

BEST FOR: Teams who want to develop a comprehensive account planning framework that drives consistent and effective sales tactics and encourages long-term business relationships with key account buyers. The account planning template provides a high-level process for developing your sales account plan, plus advice on do’s and don’ts and suggestions for shifting to a more proactive sales approach.

DemandBase: Start Your Account Planning on the Right Path

BEST FOR: Leaders who are starting up or revamping the ABM program and are looking for comprehensive guidance. This e-book includes a detailed account planning template with definitions, examples, worksheets, and practical advice. The content was created by ABM experts who share their experiences and insider tips on how to implement a program, use ABM technology, avoid common mistakes, and make the most of your ABM investment.

SalesHacker: Create a Sales Plan That Actually Works

BEST FOR: Those who are new to the account planning game or a pro who likes some hand holding. SalesHacker’s template provides tips and resources throughout the entire document. By providing step by step instructions, this template is perfect if you want clear directions and guidance on completing your plan.

HubSpot: Create a Targeted Account Plan and Find Tools to Implement It Successfully

BEST FOR: B2B account managers or sales executives who want to learn how to create account plans and learn more about software options to support ABM programs. HubSpot offers a simple but detailed account planning template with clear definitions of each step. There’s also a discussion of available tools that improve collaboration, tracking, and prospect engagement to increase your ABM success.

Revegy: Sample Account Planning Template

BEST FOR: A team leader looking for consistent account plans amongst their team. Similar to SalesHacker, Revegy provides a rigid template with clear instructions as well as an appendix where each section is filled out to completion. This allows your team to compile consistent and similar account plans in a structured manner that you can quickly and easily digest.

Executive Insights

Once you’ve found the account template that best aligns with your goals, the next step is ensuring you have the right information to see your plan come to fruition. Emissary Advisors can walk through your plans with you and help you fill in the gaps. From org chart mapping to SWOT analyses and key business initiatives, Emissary Advisors share insider knowledge that will allow you to optimize your account planning, break into your target accounts, and stay a step ahead of your competition from Day 1.

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