Sales plans/account plans templates (Google Doc or Excel)
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- Proposals: 3
- Remote
- #1261586
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Description
Experience Level: Expert
Im looking to build or (buy) an Account Plan showing -
sector overview
. customer challenges and relevance of our use cases
. Competitor positioning
. Partner positioning -
- relevant references
- customer prioritisation - Including Org Chart
- top campaigns
- BDR campaigns/ approach
- core engagement/ alignment
- industry events to join
- customer entertaining plan
sector overview
. customer challenges and relevance of our use cases
. Competitor positioning
. Partner positioning -
- relevant references
- customer prioritisation - Including Org Chart
- top campaigns
- BDR campaigns/ approach
- core engagement/ alignment
- industry events to join
- customer entertaining plan
Steve H.
100% (30)Projects Completed
20
Freelancers worked with
19
Projects awarded
31%
Last project
24 Jul 2023
United Kingdom
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Hi Steve, is this project still on?
There are a lot of free simple templates as well as very comprehensive paid templates which can be easily found online. If you intend to obtain a ready-made template and need any sort of customization in Excel, I would be glad to offer you my service.
Thanks,
Gadi -
What type of product or service is this Steve?
Steve H.25 Aug 2016Hi Francis.
This will be an Account Planning template, so I can populate with the correct info.
Build within Google docs if possible.
Thanks
SteveFrancis E.25 Aug 2016I do know how to use Google docs Steve but I was trying to see what line of business you are in to assess how much 'value add' I could provide..?
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