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Managing Key Accounts

Managing Key Accounts - Action Plan Worksheet

Sales planning can be challenging and time-consuming, especially when it comes to developing and managing your key accounts. But with effective planning, you can explore every opportunity and stop “leaving money on the table.” Money that should go in your pocket and not in your competitor’s.

This helpful worksheet contains an action plan to help you organize and set up key accounts including contacts, goals, and selecting your "champion."

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