Ultimate Guide to Account Planning for B2B Sales Teams

Empower your team to consistently win and retain up-market accounts. This guide helps you tailor your approach to each buyer by understanding their business goals, challenges, and stakeholders.

Recommended by top revenue leaders

Get strategies for driving elite, strategic account planning across your sales team:

Ensuring your team is leveraging account plans for priority deals is more important than ever in 2023’s tough selling environment.

Account planning empowers your reps to be true consultants for your buyers while consistently achieving their targets.

Why use this guide?

  • Map important details about your potential customers (goals, challenges, stakeholders)
  • Stand out to buyers by tailoring your approach to each account
  • Drive enterprise-level execution and up-level your team's deal strategy

The best GTM teams drive consistent deal execution with a proven process

Photo of Nick Cegelski
“Accord is like a magnifying glass that lets me see how well reps are executing on each deal, and how customers are responding.”
Photo of Nick Cegelski
Steven Huynh
Mid-Market Sales Manager, Procurify
Get the account planning guide