Account Plan Template

One plan for CS and Sales to protect, grow and serve an account, so nobody gets surprised at renewal.

I have had customers churn with a two-week heads-up by email, after months of assuming everything was fine because nobody said otherwise. I have also had customers where everyone loved the solution, and they lost the budget anyway. User love doesn't decide a renewal. What happens at the account level does.

This account plan is built for CS and Sales to use together. It puts the customer's objectives, an honest SWOT, the relationship map, whitespace, one account strategy and a joint CS and Sales plan on the same page, with the rules of engagement agreed before anyone talks to the customer about money. The guide walks through every section with a filled-in example for a made-up customer and shows you how to keep the plan alive with a 15-minute update every Friday.

What's included

• Account Plan template in Word, plus a make-a-copy link for Google Docs

• 13 sections: account snapshot, their business, business objectives, where the account stands, relationship map, engagement plan, adoption and value, whitespace, account strategy, joint CS and Sales plan, shared action plan, risks, and KPIs with a review log

• A step-by-step PDF guide with a worked example for every section, a five-step build and review rhythm and the mistakes to avoid

• A Steal This account plan health check

Who it's for

CSMs, Account Executives and CS leaders who manage strategic accounts, at-risk renewals or accounts with real room to grow.

How it works

Digital download. Your files are ready right after checkout. Open the Word file, or use the link included with your download to make your own copy in Google Docs. No physical item will be shipped.

Bundle and save

This template is part of the Expansion and Value Bundle: 8 templates for $79, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.