Key Account Planning Template
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8Key Account Planning Template: ______________________
1.
Current Status
1.1
Account Team
Name
Title
Role
1.2
Customer Contacts / Relationships
Name
Title
Role in relationship
Level of
Level of
relationship*
Importance**
Primary contact
Buyer
Specifier
Influencer
Status of intercompany relationship
***
* Relationship: 0=None; 1=Poor; 2=Significant; 3=Reasonable; 4=Good; 5=Excellent
** Importance: 0=None; 1=Little; 2=Significant; 3=Reasonable; 4=High; 5=Crucial
*** Basic; Cooperative; Interdependent; Integrated
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Parent category: Financial