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A great Account Plan should make your entire team feel smart, confident, and empowered to make the customer more successful.

Unfortunately, for many companies, Account Planning has become little more than a box-checking exercise.

This free ebook is designed to get you on the road to better Account Planning practices.

It contains:

  •    Five Essential Things Your Account Plan is Probably Missing.
  •    Five Tips for Better Account Plans
  •    Top Sources for Your Account Plan Research
  •    A sample Boardroom Insiders "Account Anatomy" cheat sheet.

Happy planning and happy selling!




The Essentials for Effective Account Planning


"When sellers call on me, I want to know that they are listening, that they have a point of view, and to hear some recommendations and ideas in the context of my business. If they don't relate it to me, they have lost credibility and set their sales cycle back...If you want to engage with a customer, what better way than to show them you are interested in their business?"

—James (Jim) Steele, President, and Chief Revenue Officer, Yext Inc.


These companies are using Boardroom Insiders to close bigger deals, faster:

Boardroom Insiders Customers