An account plan requires coordination, creativity, and adaptability. In today’s episode, Fergal is going to chat about how a culture of key account planning can deliver truly exceptional client value and how that translates into growth for your business.
In this episode, Fergal looks at:
The five stages of key account planning maturity
Why collaboration with your clients in developing a joint plan leads to sustainable success
How to create a relationship map and engagement plan to prioritise your key accounts effectively
How to conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats in your client accountsBy the end of this episode, you’ll have actionable steps to implement for more predictable and scalable revenue growth.
00:00 The importance of key account planning
05:15 Targeting the right clients
06:09 Evaluating key account management maturity
07:38 5 stages of key account planning maturity
13:28 Building your key account plan
19:36 Example of a plan not shared with the client
22:51 First stage of account plan: current status
26:51 Run through of what you need to complete to summarise the current status
31:24 SWOT analysis
33:24 Review engagement plan
We hope you found this episode valuable. Don’t forget to subscribe and rate the show if you enjoyed it!
Learn how to boost client retention and revenue with Fergal’s key account planning workshops
Downloadable resources mentioned:
Key Account Planning Maturity Model Guide
Key Account Plan Summary TemplateWebsite: www.sysvelocity.com
LinkedIn: Fergal O’Carroll