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Target Account Action Plan
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Target Account Action Plan
(Company Name) Target Account Plan
3©3FORWARD, LLC
3FORWARD.com Create. Increase. Accelerate.TM
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Pursuit Strategy Executive Summary
Vision for the account: Statement of direction and long-term goals
Alignment: Identify client key issues and how we align
Critical Success Factors: What we need to achieve our goal
How will we differentiate or add value
Proposed solutions (likely)
Company Name bid/buying approach
Summary of our competitive strategy
Relationship status: What is our status with key stakeholders?
Executive Relationship strategy: Identify strategy for mapping our senior management to Company Name leadership
Entry Point Strategy: If new client, how we will penetrate the account
Cross Sell Strategy
Summary of largest opportunity for growth
4©3FORWARD, LLC
3FORWARD.com Create. Increase. Accelerate.TM
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Current Relationship SWOTStrengths
1. Strength one
2. Strength two
3. Strength three
Weaknesses
1. Weakness one
2. Weakness two
3. Weakness three
Opportunities
1. Opportunity one
2. Opportunity two
3. Opportunity three
Threats
1. Threat one
2. Threat two
3. Threat three
5©3FORWARD, LLC
3FORWARD.com Create. Increase. Accelerate.TM
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Target Account Action Plan# Objectives Tactical Action(s) Milestones Target Obstacles
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2
3
4
5
6©3FORWARD, LLC
3FORWARD.com Create. Increase. Accelerate.TM
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Target Account Plan
Company Name Target Account Plan
Find this helpful? Please tell your friends! 7©3FORWARD, LLC
3FORWARD.com Create. Increase. Accelerate.TM