Account Plan
$30.00
Strategic Account Plan Template + User Guide
Account plans shouldn’t be aspirational documents that get opened once a year and forgotten.
They should be living, working tools that help Customer Success Managers think strategically, prioritize the right work, and drive meaningful outcomes for both the customer and the business.
This Strategic Account Plan gives you the structure to do exactly that—without overcomplicating the process.
What’s Included
Account Plan Template (Excel)
A flexible, practitioner-built account planning template designed to help CSMs move beyond task management and into strategic account ownership.
The template helps you:
Understand your customer’s business, goals, and priorities
Identify risks, opportunities, and areas for expansion
Map stakeholders and decision-makers
Align outcomes to value and success metrics
Focus time and effort on the accounts that matter most
It’s built to scale across books of business and flexible enough to adapt to different segments, deal sizes, and maturity levels.
Account Planning User Guide (PDF)
The PDF guide explains how to actually use account plans in the real world, not how they work in theory.
Inside the guide, you’ll learn:
When an account plan is necessary (and when it’s not)
How CSMs should build and maintain plans without creating busywork
How leaders should review, coach, and inspect account plans
How to use account plans to drive better conversations internally and with customers
Common mistakes that cause account plans to fail
This guide ensures account planning becomes a strategic habit, not a checkbox exercise.
Who This Is For
Customer Success Managers who want to think and operate strategically
CS Leaders who want consistency without micromanagement
Teams managing complex, high-value, or high-risk accounts
Organizations looking to improve retention, expansion, and executive alignment
Why This Account Plan Works
Most account plans fail because they:
Are too complex or too vague
Focus on activities instead of outcomes
Don’t clearly tie to value or business impact
Aren’t reinforced by leadership
This one works because it:
Balances structure with flexibility
Prioritizes outcomes over tasks
Scales across different customer segments
Is built for coaching, inspection, and iteration
How to Use It
Download the Excel account plan template
Read the PDF user guide to align on expectations
Build account plans for priority customers
Use them in 1:1s, QBR prep, and renewal planning
Refresh them as customer needs and goals evolve
No fluff. No filler.
Just a practical account planning system that helps Customer Success teams operate like true owners of their book of business.
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