Account Executive Sales Plan Template

Use this template to develop your account executive’s sales account plans for each of your prospect or client (customer) accounts for each of your sales associates in your sales organization.  This plan is a way of organizing and managing you client account plans so that you can optimize the services and products that are offered to them.   This is a detailed sales plan that the sales executive should follow in conducting business with the client.  It will help you and other members of your marketing and sales teams understand their business model and identify their needs and how your organization can better fill them than your competitors.

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