Account planning

Client account plans from relationships and pipeline

ConsultingSalesPlanning

Salesforce, MS Teams, Box

How a run goes

The steps this agent takes, in order, and what each one leaves behind.

Reads the CRM, the engagement history and the client's public statements

Drafts the annual account plan from the relationship map, the engagement history and the client's stated priorities

Drafts the plan sections and the target list

Lists the white space by business unit and the executives the firm has not met

Updates the plan on a monthly cadence

Keeps the plan current as opportunities open and close

Works in

Salesforce, MS Teams, Box

What it does

Drafts the annual account plan from the relationship map, the engagement history and the client's stated priorities
Lists the white space by business unit and the executives the firm has not met
Keeps the plan current as opportunities open and close

Enrich, update, and report on records under your profile.

Deliver updates and approvals into Teams channels.

Read, classify, and file documents with retention rules.

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.