About this Account Plan one pager template

Nobody should walk into a client meeting without the background. This account plan one pager template gathers it: the key contacts, the account's history, recent activity, open issues and goals for next year. Account managers, key account teams and customer success leads use it before quarterly business reviews and to hand over an account cleanly when someone moves on. Everyone working the account sees where it stands and what's next, and growing your biggest customer becomes a plan instead of a hope. Open issues are listed with owners, so problems are fixed before the review, not during it.