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Sales Account Planning & Briefing Template

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Marcus Vannini
Marcus Vannini

http://marcusmoon2022.org/ Sustainable, Green Lunar Colonization by 2022

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Account Briefing Template Account Target Name: Date: Account Pursuit Team- Account Executive: Practice Director: Others:
Account Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Account Profile ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Industry Overview ,[object Object],[object Object],[object Object],[object Object]
Trends and Events ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Activity ,[object Object],[object Object],[object Object],[object Object]
Prior Action Plan Review ,[object Object],[object Object]
Next Steps for the Account – goals and objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Sales Account Planning & Briefing Template

  • 1. Account Briefing Template Account Target Name: Date: Account Pursuit Team- Account Executive: Practice Director: Others:
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