Key Account Plan
Docs + Word8 pages
Free
- Type
- Document
- Price
- Free
- Pages
- 7 · US Letter
- Style
- Modern
- Difficulty
- Beginner
- Updated
- November 5, 2026
Every page (7)
Overview
Account plans fail when they describe the client's company instead of their goals, map only the day-to-day contact and never get reviewed. This document keeps the whole account on seven pages: what the client wants, the services you deliver, a health score and relationship map, growth ideas with values, and a dated plan to renewal.
The sample follows Fallowfield Supply, a fictional trade supplier worth £1.8M a year to the agency, with a 33% share of wallet, three growth ideas worth £1.4M and a renewal due on 30 September 2027. Replace the revenue, stakeholders, opportunities and dates with your own.
Useful for
- An account director preparing the annual plan for a client worth more than £1M in fees
- A quarterly review where the sales director checks health, risks and the next actions
- A team agreeing which growth ideas to pursue before a renewal conversation
What's included
- Client goals page with survey results and two stakeholder persona cards
- Services page with three cards covering what you deliver today
- Health page with a score, relationship map and service level scorecard
- Growth ideas scorecard with share of wallet, opportunity values and win odds
- Plan page with a timeline, a month-by-month Gantt chart and named owners
- Renewal gates with entry criteria and a checklist, plus a Make it yours guide
How to use it
- 1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
- 2
Replace the client goals, revenue, products held and contract dates with the client's real figures.
- 3
Redraw the relationship map with each stakeholder's name, strength out of 5 and your named owner.
- 4
Enter each growth idea with a value, a probability and a next step, and drop the weak ones.
- 5
Delete the Make it yours page, then share the plan with your account team.
What you need
Requirements
- A Google account with access to Google Drive
Works with
- Google Docs
- Microsoft Word (download the .docx)
Questions
Are the client and figures in the sample real?
No. Fallowfield Supply, its people and every figure are fictional. They show what a finished account plan looks like and should be replaced with your own client's data.
How should I score relationship strength?
Use 1 to 5 for each stakeholder, and be candid. A weak score for the economic buyer, as in the sample, tells the team where to invest time before a renewal.
How often should the account plan be reviewed?
Quarterly at least. Set the review date and a named executive sponsor in the plan, and update the health score and opportunity odds each time.
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- #key-account-plan
- #client-retention
- #agency-account-management
- #whitespace
- #relationship-map
- #google-docs
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