A client account management template helps your team track, maintain, and improve customer relationships. It’s a place for you to document and follow up on action items, client questions, and future goals.
A strategic account plan template is a more specific version of an account management template. It outlines a step-by-step action plan to improve your client’s business and help them set and achieve key goals, milestones, and KPIs. Steps in the strategic account planning process include documenting an account overview, setting objectives, identifying solutions, implementing an action plan, using change management techniques, and regularly reviewing your plan to ensure work stays on track.