The easiest way to develop the best account plan.

Will you be in the lead or just busy reacting to what is happing at your account?

Delivering according to contract is not all there is to do at your accounts. Both you and your clients want more than that. It is up to your account managers to take the lead. And it is up to you to facilitate them with the right tools and processes to be successful. Are your account managers proactively planning and leading their accounts?

The Account Plan Canvas is the easiest way to develop the best account plan. It is a one-page document to guide your thinking on the nine most important topics in getting the most out of your accounts and providing maximum value for your clients. You can capture the outcome of your thinking visually and share it with others.

It is free. You can download it, use it and share with anyone.

Download the canvas

Leave your contact details below to download the Canvas (Word template). As an extra we will later provide you with additional resources to get the most out of using the canvas.

Check out our training page

In-company training

We introduce the world’s most effective account plans in your organization and organize account leadership.

In a preparations meeting with you, we discuss the particularities of your organization. In two days, your team will learn to use the canvas accordingly.

It’s an inspiring and practical training where people will be learning by doing. Everybody will at least have created one full account plan and will be able to work with the account plan canvas from that moment forward.

It is time to get in the lead with your accounts. We look forward to meeting you!

Tactical account management

In this training you and your account managers will learn to use both the Account Plan Canvas and the Contract Renewal Canvas.

Tactical account management is about always being in the lead with your accounts. Both in the operational phase and in the renewal phase of any contract.

In the two training days we’ll also share a lot of common (and not so common) tactics for achieving your goals.

This training is available both as an in-company training and as an open training for individuals.

Training is a great way to develop your tactical thinking on managing accounts and achieving your objectives. You learn to use our instruments and tap into the extensive experience that has led to the development of this cutting-edge tools. There are many levels on which you can use the Account Plan Canvas. In all training by Tenacity, you’ll learn to think on a whole different level about value for clients, evaluating the current value you bring, setting and achieving goals by orchestrating value for your clients.

It is time to get tactical about account management.