Target Account Action Plan Find this helpful? Please tell your friends!

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Target Account Action Plan (Company Name) Target Account Plan 3 ©3FORWARD, LLC 3FORWARD.com Create. Increase. Accelerate. TM

Find this helpful? Please tell your friends! 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

Find this helpful? Please tell your friends! Current Relationship SWOT Strengths 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

Find this helpful? Please tell your friends! Target Account Action Plan #ObjectivesTactical Action(s)MilestonesTargetObstacles ©3FORWARD, LLC 3FORWARD.com Create. Increase. Accelerate. TM

Find this helpful? Please tell your friends! Target Account Plan Company Name Target Account Plan Find this helpful? Please tell your friends! 7 ©3FORWARD, LLC 3FORWARD.com Create. Increase. Accelerate. TM