Account Management Plans

[muppetdave]

Does anyone here have an account management plan pro-forma I may be able to crib. I know what I want to include in my mind, but whilst implementing a new process/culture at work, I don't want to have to keep reinventing/altering the pro-forma once I have it in place.

[paretowasright]

Hi can you explain exactly what you mean by a pro forma ?
I may have something but not sure we are talking the same language.

[muppetdave]

As in template...

[paretowasright]

Sorry Dave my templates are annual account plans for my old team so not the right thing for you.

[muppetdave]

Nevermind, thanks anyway.