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- Compact and proven key account plan on just 14 pages (+cover page and final page)
- Over 20 ready-made, supplementary pages that you can easily add to your individual plan
- Language: english
- Format: Microsoft Powerpoint format (pptx)
- Bonus: Extensive excerpt from the book “The Strategic Key Account Plan” by Hartmut Sieck
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The Key Account Plan template at a glance
The 14 core pages already cover all the essential aspects of a key account plan:
- Management summary with the most important key figures, an overview of the top opportunities, your most important goals, …
- The Key Account Profile: The customer in 5 sentences, the top 3 strategic company goals, important key figures, market trends and the consequences for the customer, …
- Relationship management: Who are the really important, relevant people for you within the key account organization
- Key figures analysis: Addressable purchasing volume, sales per location, …
- Your UVP: customer requirements, competitive analysis, your unique value proposition from the customer’s perspective
- Won/lost bid analysis: What are the key insights from the won and lost projects?
- Lean KAM or strategic partnership: Find the right approach that really suits your key account.
- Top 5 Opportunities/Threats: What are the 5 most important opportunities and risks resulting from the analysis?
- Strategic goals: What strategic goals are you pursuing in the short and medium term? Your Vision 2027 and concrete implementation plans to achieve your goals.
- Implementation plan at location level: The compact overview to actually implement the goals and strategies at the customer’s locations.
- Touchpoint Plan: How can you remain regularly visible to all relevant people on the customer site?
- Framework contract: Keep an eye on all important contractual elements.
- Strategic annual review: Record the results of the strategic annual review and easily share them with the key account and the KAM team.
There are many more tried and tested pages waiting in the backup that you can implement immediately (buying center analysis, SWOT analysis, OKR cockpit, …)
Your individual Key Account Plan template in just 3 steps
Step 1: Download the key account plan template
Immediately after purchase, you will receive the access data for the Online Academy, where you can download the current Key Account Plan templates (pptx Powerpoint format) at any time.
Step 2: Select relevant slides and adopt them in your own company CI
The first 14 pages form the core of the key account playbook template and I recommend that you start with these first questions in a focused manner.
The template also contains many other optional analysis points, questions and slides. These come from many practical projects and participant feedback. Feel free to choose from these optional slides the questions that offer you added value.
Now you only need to transfer the templates into your company CI (your company PowerPoint template) and you can start.
Step 3: Bringing the key account plan to life alone or in a team
Alternatively, you can now fill the plan with life bit by bit as a key account manager or as part of the key account team. At the beginning it is about the analysis of the account / customer and then about your own position in the competitive environment with this one key account. You can then derive the top opportunities and risks from the analysis and work out your strategic goals and implementation strategy. One tip: Make a conscious use of the “?”, Especially during analysis, if you don’t know something. Only those who know what they don’t know will be able to close this information gap.
Your account plan, your proactive key account strategy, is ready to go!
Get the Key Account Plan Template Package now
and get started with your Key Account Plan today!
- Compact and proven key account plan on just 14 pages (+cover page and final page)
- Over 20 ready-made, supplementary pages that you can easily add to your individual plan
- Language: english
- Format: Microsoft Powerpoint format (pptx)
- Bonus: Extensive excerpt from the book “The Strategic Key Account Plan” by Hartmut Sieck
99 €
just 49 €
(plus VAT)
buy now