Account Plans

Account Plans Template

Share this template with your team to update everyone on account plans. Everyone on your team can get caught up to speed with real-time editing and updating. Incorporate data for your team to view and use. By maintaining a comprehensive database for account information, you can maintain your relationship with your client and create effective plans.

How to use:

• Include a summary of your client
• Add key details of their company
• List names of sponsors
• Attach photos to identify sponsors
• Add important notes to remember