Account Executive Sales Plan Template

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Instructions

Account Executive Sales Plan Template
Instructions
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. Fill in all information required in the blue text sections. You may skip sections and rows that do not apply to your business model.

Enter your responses in the provides sections. If you require more space for a response, simply drag the lower right corner of the box to enlarge it. To save a copy of your plan, select PRINT from your browser's file menu.
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Account Executive Sales Plan

SALES PLAN
Account Executive
Plan Prepared By:
Plan Date:
Plan Updated:
Organization:
Supporting Account Team:
Organization
Phone:
Email:
Territory:
Quota:
Training Requirements:
OVERALL GOALS
Overall Prospecting Goals:
Overall Target Account Goals:
Overall Key Account Goals:
Buyer Problem:
PROSPECTING STRATEGY
Target Sources for Prospecting:
Prospecting Schedule:
Prospecting Approach:
Prospecting Tools Needed:
Reporting Schedule:
Period What's Reported for Period
Daily
Weekly
Monthly
Quarterly
Semi Annually
Yearly
ACCOUNT PLANS
Target Accounts
Target Account 1 Name
Top Contacts / Roles
Industry Sector
New Solution (Product / Service ) Proposed
Goals
Potential Revenue Opportunity
Advantages
Obstacles
Action Plans
Target Account 2 Name
Top Contacts / Roles
Industry Sector
New Solution (Product / Service ) Proposed
Goals
Potential Revenue Opportunity
Advantages
Obstacles
Action Plans
Target Account 3 Name
Top Contacts / Roles
Industry Sector
New Solution (Product / Service ) Proposed
Goals
Potential Revenue Opportunity
Advantages
Obstacles
Action Plans
Key Accounts
Key Account 1 Name
Top Contacts / Roles
Industry Sector
Current Solution (Product / Service) Offering Purchased
New Solution (Product / Service) Offering Proposed
Sales History
Sales Forecast
Potential Revenue Opportunity
Advantages
Obstacles
Action Plans
Key Account 2 Name
Top Contacts / Roles
Industry Sector
Current Solution (Product / Service) Offering Purchased
New Solution (Product / Service) Offering Proposed
Sales History
Sales Forecast
Potential Revenue Opportunity
Advantages
Obstacles
Action Plans
Key Account 3 Name
Top Contacts / Roles
Industry Sector
Current Solution (Product / Service) Offering Purchased
New Solution (Product / Service) Offering Proposed
Sales History
Sales Forecast
Potential Revenue Opportunity
Advantages
Obstacles
Action Plans
PROSPECTING & ACCOUNT MANAGEMENT ACTIVITIES
Month Activities for Period
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec