Account plan
Owner: [your name] · Date: [date]
Account snapshot
The numbers everyone in the room should already know before the conversation starts.
| ARR |
Renewal date |
Tier |
Health |
|
|
|
Green/Yellow/Red |
Stakeholder map
Influence and sentiment, not just titles. The champion with no influence won't save a renewal.
| Name |
Role |
Influence |
Sentiment |
|
|
High/Med/Low |
Champion/Neutral/Detractor |
Goals
Their business goals, in their language, not what we're selling them.
Whitespace / opportunities
Where there's room to expand: new teams, new use cases, adjacent products. Put a rough size on each.
| Opportunity |
Team / use case |
Est. ARR |
Confidence |
|
|
|
High/Med/Low |
Risks
What could cause churn or contraction, named honestly, not smoothed over for the QBR deck.
Action plan
Concrete moves with owners and dates. A plan that's just goals restated as verbs isn't a plan.
Mutual success plan
What we commit to and what they commit to, in a form both sides can point back to.
- We commit to:
- They commit to: