Make use of this template to begin organizing your strategies to better reach target prospects:


1.  Account

2. Overall Opportunity

3. Attack Plan

4. Account Planning

5. Key Contacts


This template was made available to us by Fred Mather     .

Fred is a consultant at Aqueduct Advisors, a strategic CRO consulting practice helping early and mid stage companies scale more effectively. Fred spent his career in Sales and Sales Management including Marketing, Operational Support and Business Development. 

Summary Account Plan Template

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