Key Account Plan Template

A key account management plan is a strategy for managing and growing relationships with important customers. Use this template to have a clear and structured approach to helping you clients.

# Key Account Plan

## Business Objectives

| _What is their business model?_ | |

| _What is the latest company updates and/or important news for them?_ | |

| _What is their use case?_ | |

| _What is the business impact to them of using your product?_ | |

| _What metrics matter most to them?_ | |

| _What actions can you partner on to help them achieve these goals?_ | |

***

## Relationship & Decision Making

| _Who is your champion?_ | |

| _Who might be a blocker? Where can you mitigate risks?_ | |

| _Who is the decision-maker \(who own the budget\)?_ | |

| _What is the decision making process and who is involved? Ensure you align with their internal process._ | |

***

## Customer Assessment

| _What type of account is this customer?_ | |

| _What does their org structure look like?_ | |

| _What are possible future churn risks for them?_ | |

| _What is a growth blocker for this account? \(For example: feature gaps etc...\)_ | |

| _What features are on the customers wishlist? Are they on our roadmap?_ | |

| _What does their current tech stack include?_ | |

***

## Actions for next 90 days

| _What actions can we take in the short term to mitigate churn for this customer? _ | |

| _What actions can we take in the short term to help build a stronger relationship with this customer? _ | |

| _How can we optimize usage for this customer in the short term? _ | |

***

## Actions for next 365 days

| _What actions can we take over the next year to mitigate churn for this customer? _ | |

| _What activities can we action to help this customer expand with us? _ | |

| _What actions can we take over the next year to help build a stronger relationship with this customer? _ | |

| _How can we optimize usage for this customer in the next year? _ | |