What should you include in a client account profile?

2 Client contacts

The second section of your client account profile should list the main contacts you have with the client, such as the decision-makers, influencers, users, and gatekeepers. You should include their names, titles, roles, responsibilities, and contact details. You should also note their communication preferences, personality types, pain points, and goals. This will help you build rapport, trust, and influence with your client contacts and tailor your messages to their interests and motivations.

3 Client objectives

The third section of your client account profile should outline the client's objectives, both short-term and long-term. You should specify what they want to achieve, why they want to achieve it, how they measure success, and when they expect results. You should also indicate how your products or services can help them reach their objectives and what value you can deliver to them. This will help you demonstrate your understanding of their needs and expectations and show your impact and contribution.

4 Account strategy

The fourth section of your client account profile should describe your account strategy, such as your value proposition, positioning, differentiation, and pricing. You should also detail your action plan, such as your tasks, timelines, milestones, and deliverables. You should also identify any risks, issues, or challenges that might affect your account performance and how you plan to mitigate or resolve them. This will help you communicate your approach and direction and manage your account execution and delivery.

5 Account status

The fifth section of your client account profile should report the current status of your account, such as the progress, results, feedback, and satisfaction of your client. You should also highlight any achievements, opportunities, or improvements that you have made or identified. You should also mention any pending or upcoming actions, events, or meetings that require your attention or involvement. This will help you monitor and evaluate your account performance and quality and keep your client informed and engaged.

6 Account review

The sixth section of your client account profile should summarize the main takeaways and learnings from your account management. You should also provide any recommendations or suggestions for future actions or improvements. You should also solicit any feedback or input from your client on how you can serve them better or add more value to them. This will help you reflect and improve on your account management skills and strengthen your client relationship and loyalty.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?