Dear All,
Can anyone help me with an Account Planning Template for targeting a certain set of customers to achieve the quota?
Thanks in advance.
Hey @Tarpan Shah! Can you give me a little more detail? What are some of the fields you'd want to see? This might be something that we have created and could share. Thanks!
Hi Joe,
I am requested to Account Planning which should include Account hierarchy + potential of quota which can be attained from those accounts by conducting the different activities.
Regards,
Tarpan
Let me see what I can do, @Tarpan Shah!
If anyone else has ideas or feedback, please let us know!
Hi! I was recently thinking about this, after going through the account planning coursework. It would be great wonderful to have some sort of Account Planning Template or Workbook that goes along with the information shared. I tried to look to see if anything was available, but I did not have any luck. @Joe Huber
@Joe Huber - the attached is the account plan example from the Sales Planning Elite Selling™ Certification course. I've often thought that turning this into some sort of editable template would be valuable.
@Mary Crittenden & @Lance Golinghorst this is a great call back and definitely something to take a look at. I'll see if I can't get something out!
Yes! That would be amazing!
Hi @Tarpan Shah, you can ask the following AI agent MANUS.AI to do an Account Planning.
