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Target Account Action Plan

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Target Account Action Plan

(Company Name) Target Account Plan

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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

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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

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