This key account planning template is a ready-made Google Slides deck for account teams that present a large client to internal leaders. It covers the account summary, whitespace, opportunities, the relationship map and the asks across ten slides, with risks named candidly and a clear request for support.

Each slide uses sample figures for Alderbrook Solutions, a fictional software firm, and a fictional client called Northgate Retail with £2.4M of annual spend. Replace the client, figures and people with your own, and score each relationship honestly. Keep the asks slide, since leaders can only help with requests they can see.