Introduction to Strategic Account Planning

About this course

A comprehensive introduction to strategic account planning for newcomers.

• 5 lessons
• 30 min
• beginner

What you'll learn

• Define strategic account planning and distinguish it from day-to-day account servicing
• Explain the business benefits of planning for customers, the account manager, and the organization
• Describe the mindset shift required to move from reactive to proactive account management
• Identify the types of customer information that matter most in account planning
• Explain how to map stakeholders and understand their roles and influence
• Describe how to assess the health and potential of an account

Finishing the course

• 20 knowledge-check questions along the way, so you know the ideas stuck before you move on.
• Watching is free and needs no account. Sign in to save your progress. Pass each lesson's quiz (60%+) to earn the certificate. Each certificate has its own public verification link to share, marked quiz-verified.

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