Creating Strategic Account Plans

Julia Weinstock

Hey all,

I wanted to gather some feedback here around creating strategic account plans. I find that Success (& our sales partners) is often reactive rather than proactive and we are beginning to think about how to create proactive account plans for our clients (i.e. only come up with a game plan/strategy when there's a red flag like low adoption/churn risk) to ensure retention. I'm wondering if anyone has created anything similar before and has any thoughts on where to start? What are some things you would consider when creating a proactive account plan? Any frameworks? Open to any and all ideas!

Best,
Julia