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Key Account Plan

Your Customer

INSIGHT Marketing and People 2008

Contents
The Key Account Team Executive Summary The Profit Plan Opportunities and Objectives The Contact Matrix & G.R.O.W.s The Value Proposition Projects Resources required Implementation timetable

INSIGHT Marketing and People 2008

Key Account Team


Core Team
. . . . KA Manager

Surround Team
. . . . . . .

INSIGHT Marketing and People 2008

Executive Summary
Opportunity / Objectives

The Key People


The Proposition

Projects

Resources / sanction required


Timetable

INSIGHT Marketing and People 2008

Profit Plan
Current Revenue/Volume/Profitability

Target Revenue/Volume/Profitability

Investment required

Return on investment

INSIGHT Marketing and People 2008

Opportunities & Objectives


Opportunities

Objectives

Competitive Position & response required

INSIGHT Marketing and People 2008

Contact Matrix
(insert excel spreadsheet populated with G.R.O.W.s)

INSIGHT Marketing and People 2008

Value Proposition
(Product/service) (What solution is provided to what issue/problem?) (What is the positive impact on the customers business?)
Who does it benefit? Measured value of impact?

(What is our reward?)

INSIGHT Marketing and People 2008

Projects
(Objective, investment, return, activities, team, milestones) 1. 2. 3.

INSIGHT Marketing and People 2008

Resources Required
(People, Time, Budget, Assets, Equipment, Management support) . . .

INSIGHT Marketing and People 2008

Implementation Timetable
Date Action Who?

INSIGHT Marketing and People 2008

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