Account Planning Like A Boss Workbook

The Account Planning Like A Boss Workbook gives you the structure and process to prepare and deliver the perfect Account Plan – sometimes known as a Joint Business Plan [JBP] in less time, with more security of getting the results you desire and the credit you deserve.

Just follow the structure from beginning to end – understand what you want to achieve in the account and what THEY want. Build a convincing plan around mutual opportunities – sell it to your business – take it to your customer – where you may have to negotiate a little [see Negotiate Like A Boss]. Then relax and monitor results because you used Account Plan Like A Boss