Create a professional and effective Key Account Plan for your customers.
B2B Account Planning templates and tools to give you the resources you need to create a professional and credible sales account plan.
Account Planning Template Pack
What’s included in the Account Plan Template Pack:
- 40-page guide on how to fill in your Account Plan and supporting templates, guiding you through each section of the Account Plan
- 4-page Account Plan template in Microsoft Word format
- Account SWOT analysis template
- Customer SWOT analysis template
- 30/60/90 day template
- Territory Plan template
What’s Included in the Account Planning Pack?
Microsoft Word Account Plan Template
We’ve created everything in Microsoft Word format to make it super easy to edit and add in your own information. Plus, you can edit the branding if you wanted to change it really easily.
Territory Planning Template
We’ve included additional templates such as the Territory Planning Template and the two SWOT analysis templates to help you get the most out of your Account Plan template.
Account Planning How-To Guide
A comprehensive step by step guide to creating your Account Plan.
Deep dive into your B2B customer accounts.
The Account Plan Template Pack will help you to:
- Create a comprehensive Account Plan for your key accounts
- Understand which accounts to target, and which accounts to ignore
- Better understand your customers’ businesses and how to align your products
- Understand the Account Planning process
Account Planning Template Pack
- 40-page guide on how to fill in your Account Plan and supporting templates, guiding you through each section of the Account Plan
- 4-page Account Plan template in Microsoft Word format
- Account SWOT analysis template
- Customer SWOT analysis template
- 30/60/90 Day template
- Territory Plan template
Plan your Key Account Strategy today.
B2B Account Plans – Are they the same as for B2C?
These templates are for B2B Account Planning activities, and are designed for individual key accounts where you need an account plan per customer account. We don’t recommend this pack for B2C businesses (businesses selling to consumers rather than other businesses).
Account Planning can be simple.
Purchasing FAQs
How will I receive my template?
Once you have placed your order, your Template will be emailed to you as a digital download via a link in the Order Confirmation email.
If you haven’t received your email, please check your spam folder and the email address associated with your PayPal account. If you still haven’t received your pack, then email us at hello@contemsa.com
Do I have to pay with PayPal?
No! You can pay via Credit or Debit card, or using your PayPal account.
PayPal process all the payments, we don’t see or store any payment info.
Do I need to have any special software to access the template files?
All our templates are designed to be used in Microsoft Office applications such as Word, Excel or PowerPoint.
Please check the description of your individual template pack to check which formats your template is available in.
Can I use this template pack to create documents for my clients?
The templates and all supporting documents are only licenced for a company’s own use. Agencies or third parties are not licensed to use the templates to create documents for multiple clients (each client would require its own unique template purchase).
Do you offer refunds?
Because our templates are digital downloads, we unfortunately don’t offer refunds. However, we put lots of info about what is included in the packs to help you make your decision, but if you’re unsure of anything then please get in touch: hello@contemsa.com and we’ll be happy to answer any of your queries.