Ep. 3- I Love It When A Plan Comes Together! Delivering Client Value With Key Account Planning

An account plan requires coordination, creativity, and adaptability. In today’s episode, Fergal is going to chat about how a culture of key account planning can deliver truly exceptional client value and how that translates into growth for your business. In this episode, Fergal looks at: The five stages of key account planning maturity Why collaboration with your clients in developing a joint plan leads to sustainable success How to create a relationship map and engagement plan to prioritise your key accounts effectively How to conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats in your client accounts By the end of this episode, you’ll have actionable steps to implement for more predictable and scalable revenue growth. Timestamps: 00:00 The importance of key account planning 05:15 Targeting the right clients 06:09 Evaluating key account management maturity 07:38 5 stages of key account planning maturity 13:28 Building your key account plan 19:36 Example of a plan not shared with the client 22:51 First stage of account plan: current status 26:51 Run through of what you need to complete to summarise the current status 31:24 SWOT analysis 33:24 Review engagement plan We hope you found this episode valuable. Don’t forget to subscribe and rate the show if you enjoyed it! Learn how to boost client retention and revenue with Fergal’s key account planning workshops Downloadable resources mentioned: Key Account Planning Maturity Model Guide Key Account Plan Summary Template Connect with Fergal: Website: www.sysvelocity.com Contact: Get In Touch LinkedIn: Fergal O’Carroll