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In this video, you'll learn a 7-step framework for creating foolproof one-page account plans for maximum impact in minimum time.
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00:00 Presentation
00:23 Why do you need account plans?
02:22 The one-page account plan framework
03:47 Before we begin
05:18 Step 1. Account overview
08:44 Step 2: Set goals
10:25 a.m. Step 3: Identify solutions
11:26 Step 4: Create your action plan
12:43 Step 5: Change management
4:19 p.m. Step 6: Implementation
5:48 p.m. Step 7: Review
19:03 How to present status updates
9:24 p.m. Recap and conclusion
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ABOUT ACCOUNT MANAGER TIPS
Helping organizations increase customer revenue, reduce churn, and get things done by giving their account management teams the tools and mindset that drive results.
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