Strategic Sales Account Planning

Become equipped with the tools, strategies, and frameworks needed to build a comprehensive, actionable sales account plan that aligns with business objectives and maximizes revenue growth.

Regular Price:
$99
EP Member Price:
25% Off
Course Length:
4 Hours
Career Stage:
All Career Stages
EP PD Credits:
3
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Regular Price:
$99

EP Member Price:

25% Off
Course Length:
4 Hours
Career Stage:
All Career Stages

Not yet an EP Member?

Click here to learn more!

Module 1: Strategic Account Planning & Why It Matters

Objective: Understand the value of a structured, long-term approach to managing high-value customers.
Key Topics:

  • The business impact of strategic accounts
  • Shifting from transactional to strategic thinking
  • Using planning to focus resources effectively
  • Driving collaboration across internal teams

 

 

Module 2: Identifying & Prioritizing Strategic Accounts

Objective: Learn how to identify and prioritize accounts that align with business goals and growth opportunities.
Key Topics:

  • Evaluating accounts based on revenue and impact
  • Aligning accounts with strategic business goals
  • Assessing growth potential and market influence
  • Focusing efforts on high-return relationships

 

 

Module 3: Understanding the Customer’s Business & Needs

Objective: Deepen understanding of your customer’s ecosystem to align solutions with stakeholder goals.
Key Topics:

  • Researching customer challenges and objectives
  • Mapping stakeholders and their roles
  • Engaging blockers and empowering champions
  • Aligning solutions with customer priorities

 

 

Module 4: Developing a Strategic Account Plan

Objective: Learn how to build a tailored, measurable account plan that addresses customer needs.
Key Topics:

  • Prioritizing key accounts and conducting discovery
  • Designing customized solutions
  • Setting measurable, goal-driven strategies
  • Tracking performance with relevant KPIs

 

 

Module 5: Implementing & Executing the Account Plan

Objective: Execute the account plan through clear task management, cross-functional alignment, and performance review.
Key Topics:

  • Breaking down the plan into actionable steps
  • Using SWOT analysis to guide strategy
  • Aligning teams across departments
  • Measuring KPIs and adjusting as needed
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Reconnaissance des terres

Dans un esprit de respect, de réciprocité et de vérité, nous honorons et reconnaissons Moh’kinsstis, le territoire traditionnel du Traité 7 et les pratiques orales de la confédération des Pieds-Noirs : Siksika, Kainai, Piikani, ainsi que les nations Îyâxe Nakoda et Tsuut’ina. Nous reconnaissons que ce territoire abrite la Nation métisse de l’Alberta, la région 3 au sein de la patrie historique des Métis du Nord-Ouest. Enfin, nous reconnaissons toutes les nations qui vivent, travaillent et se divertissent sur ce territoire, et qui l’honorent et le célèbrent.

Land Acknowledgment

In the spirit of respect, reciprocity and truth, we honour and acknowledge Moh’kinsstis and the traditional Treaty 7 territory and oral practices of the Blackfoot confederacy: Siksika, Kainai, Piikani, as well as the Îyâxe Nakoda and Tsuut’ina nations. We acknowledge that this territory is home to the Métis Nation of Alberta, Region 3, within the historical Northwest Métis homeland. Finally, we recognize all Nations who live, work and play on this land and honour and celebrate this territory.