Account Planning Collaborative Articles

How do you define and measure success in account planning?

Learn how to set SMART objectives, track key metrics, communicate and collaborate, demonstrate value and impact, and learn and improve from your account planning…

Account Planning

What are some of the best account planning practices and examples that inspire you?

128 contributions 1 week ago

Learn some of the best account planning practices and examples that will help you understand your customers, create effective strategies, and deliver impactful…

Account Planning

What are the common pitfalls and challenges of pricing and promotions in your industry?

56 contributions 2 weeks ago

Learn about the common challenges and pitfalls of pricing and promotions for account planners, and how to overcome them for different customer segments.

Account Planning

What are the best tools and methods for measuring price elasticity?

37 contributions 2 weeks ago

Learn about the best tools and methods for measuring price elasticity and how to apply them to optimize your pricing and promotion strategies for different customer…

Account Planning

How do you keep up with the latest trends and best practices in social media for your account planning?

18 contributions 2 weeks ago

Learn how to follow industry leaders, join online communities, attend webinars and events, experiment with new features and platforms, track and measure your…

Account Planning

How do you find and nurture a mentor or a mentee in account planning?

26 contributions 2 weeks ago

Learn how to find and nurture a mentor or a mentee in account planning in six steps. Boost your skills, insights, and network with this guide.

Account Planning

How do you demonstrate your creativity and innovation in account planning?

21 contributions 2 weeks ago

Learn how to showcase your creativity and innovation in account planning by following these four steps: understand the problem, generate ideas, evaluate and refine…

Account Planning

How do you create a SMART account plan template?

26 contributions 2 weeks ago

Learn how to use the SMART criteria to create a clear and measurable action plan for each of your key accounts.

Account Planning

How do you leverage customer segmentation to create personalized and engaging customer experiences?

16 contributions 2 weeks ago

Learn how to leverage customer segmentation to create personalized and engaging customer experiences in the context of account planning.

Account Planning

How do you leverage best practices and learnings from other account planners and agencies?

17 contributions 2 weeks ago

Learn six tips on how to leverage best practices and learnings from other account planners and agencies to improve your account planning skills.

Account Planning

How do you balance qualitative and quantitative research in account planning?

19 contributions 2 weeks ago

Learn what qualitative and quantitative research are, how they work together, and how to use them effectively in your account planning process.

Account Planning

What are the key elements of a customer profile for account planning?

23 contributions 2 weeks ago

Learn six steps to create customer profiles that help you understand your clients and tailor your solutions for account planning.

Account Planning

How do you adapt your account planning approach to different types of clients and industries?

25 contributions 2 weeks ago

Learn how to adapt your account planning approach to different clients and industries and optimize your ROI by following six steps.

Account Planning