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Podcast: Find My Catalyst Podcast
Episode: Account Plan - a Tactical Discussion
Description: The Account Plan - a Tactical Discussion This is the third in a series of discussions around tactics. This week we discuss the tactical side of building an Account Plan. The Account Plan is a living, breathing document, it is not static. It serves multiple purposes. It helps the account rep/account executive/account manager maintain focus. It can be used as a project management tool. It can be used for reflection. It can support collaboration. It can be used as an Executive Summary. Questions Addressed Why do we use an Account Plan? Where do we...