Anyone have a good account management template? For managing accounts?

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It is quite a challenge to post one here. Whatever I have is all marked confidential, so would need to be sanitised before releasing it in the wild. Honestly, most scaffolding is pretty useless and you need to find what resonates better with your team and superiors, but few things will need to be there, basically the P&L stuff and how to enable the growth, so I’d try to create one slide with a timeline of leads and opportunities for the account, followed by one slide for each lead or opportunity you are pursuing. If there is space for strategy I’d working with the required support to develop white spaces and adjacencies. Ok, if you are doing some strategic planning then go for stakeholder management, swot analysis, etc. but end of day people are interested on the path to the money.

I don’t understand what you’re asking for.

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