Sales Account Planning

Account name: Acme, Inc.

Account manager: John Smith

Account stage: Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost

Last edited on: today's date

Account overview

Account revenue e.g. $100M
Industry e.g. eCommerce
Size e.g. 1000 employees
Account contacts
  • e.g. John Smith, CEO,, (123)456-7890
Current relationship e.g. strong/weak

Account strategies

Customer challenges

  • challenges customer is facing

Our solution

  • how we can solve customer's challenges


  • companies competing for this account

Action plan

Action Owner Due Status Notes
schedule a live demo John Smith Jan. 1st, 2020 pending/in progress/done


Related materials:

  • link to account's website
  • other useful links and information