Sales Account Plan

Use this template to keep the details of your key accounts.
About this template

There isn’t one rinse-and-repeat sales strategy that works for every single client. That’s where this sales account planning template comes in. It includes all of the important details of a prospective or existing account. That way, you’re armed with the information you need to close more deals and keep your current clients happy.

Categories
About this creator

More by Template Road

Browse 161 templates

Related content

Visit Help Center

Featured in