How to Build Executable Account Plans That Drive Customer Growth
Discover how to identify the right accounts to prioritise, uncover growth opportunities through stakeholder and white space analysis, and co-create actionable account plans with customers that deliver measurable results
How to Build Executable Account Plans That Drive Customer Growth
Most account plans never make it beyond a document. In this discussion, SBR Consulting’s Alan Morton and Matt Best share the practical approaches used by high-performing teams to transform account planning into a repeatable growth engine. Learn how to segment accounts effectively, identify untapped revenue opportunities, build stronger stakeholder relationships, and create customer-centred plans that translate strategy into action. Most importantly, discover why the most successful organisations treat account planning as a collaborative process with their customers—not something done in isolation.
Who it’s for: Account Managers, Sales Leaders, Customer Success teams and Revenue Leaders responsible for growing strategic accounts.
What you’ll learn: Discover how to identify the right accounts to prioritise, uncover growth opportunities through stakeholder and white space analysis, and co-create actionable account plans with customers that deliver measurable results.