One-Page Account Plan
Docs + Word3 pages
FreeAccount plan templates
4 templates
All templates
Strategic Account Plan Deck
Slides + PowerPoint10 slides
Free
Agency Client Account Plan
Docs + Word7 pages
Free
Key Account Plan
Docs + Word8 pages
Free- Browse all templates
Compare account plan versions
 One-Page Account Plan |  Strategic Account Plan Deck |  Agency Client Account Plan |  Key Account Plan | |
|---|---|---|---|---|
| Format | Document | Presentation | Document | Document |
| Works in | Google Docs and Word | Google Slides and PowerPoint | Google Docs and Word | Google Docs and Word |
| Length | 3 pages | 10 slides | 7 pages | 8 pages |
| Style | Minimal | Corporate | Modern | Corporate |
How to choose a account plan template
An account plan sets out how a business will keep and grow a key customer over the next year.
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Cover the customer’s goals, key contacts, current position, growth opportunities, risks, and actions and owners.
Start from what the customer is trying to achieve, then show where you can help.
Compare One-Page Account Plan, Strategic Account Plan Deck, and Agency Client Account Plan, all 3 to 10 pages long, then pick the closest match and replace the sample text with your own.
Questions
What is an account plan?
An account plan sets out how a business will keep and grow a key customer over the next year.
What should an account plan include?
Include the customer’s goals, key contacts, current position, growth opportunities, risks, and actions and owners. Start from what the customer is trying to achieve, then show where you can help.
Which account plan template should I start with?
Start with One-Page Account Plan: Gives a key-account team one agreed page on goals, relationships, opportunities and the next actions that win the account. If that is not the right fit, compare it with Strategic Account Plan Deck.
How many pages does an account plan need?
The templates here are 3 to 10 pages long. Cut any section you do not need; each template explains what its sections are for.
Can I make an account plan in Google Docs?
Yes. These account plan templates work in Google Docs, Microsoft Word, Google Slides, and Microsoft PowerPoint. All 4 templates are free, with no account or email needed.
Who are these account plan templates written for?
Mostly agencies and consultants. The sample text in each one is written for a specific situation, so replace it with your own details.