What internal documents should be included in an account plan?
Thought Leader 
Hi all,
I am currently working on developing a new account plan with the purpose of ensuring a unified and aligned WoW in the CS teams.
I am doing interviews with our former AMs and other SMEs in the company to gain as much information as possible regarding best practices, preferred WoW with account plans, preferences etc.
I would really appreciate tips and tricks from you:
- What are your experiences working with account plans?
- In your experience what does an account plan contain?
- Important things to remember when working with account plans?
It is important to mention that I divided the success plan and the account plan into an external doc and an internal doc.
Excited to hear about your experiences.
Best
Julie
I am currently working on developing a new account plan with the purpose of ensuring a unified and aligned WoW in the CS teams.
I am doing interviews with our former AMs and other SMEs in the company to gain as much information as possible regarding best practices, preferred WoW with account plans, preferences etc.
I would really appreciate tips and tricks from you:
- What are your experiences working with account plans?
- In your experience what does an account plan contain?
- Important things to remember when working with account plans?
It is important to mention that I divided the success plan and the account plan into an external doc and an internal doc.
Excited to hear about your experiences.
Best
Julie