Account Strategy Template

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Account Strategy Template

What is an Account Strategy?

An account strategy is a plan of action that defines the objectives, tactics, and goals of an organization when it comes to managing its accounts. It is a critical step in ensuring that the accounts of the organization are managed in an efficient and effective manner.

What's included in this Account Strategy template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Account Strategy template for?

This Account Strategy Template is designed for sales teams of all sizes and industries to create a plan to successfully manage their accounts. It provides a structured approach to setting and tracking goals, as well as outlining specific actions to reach them.

1. Define clear examples of your focus areas

Focus areas are the primary areas of focus for your organization. Examples of focus areas may include developing relationships with key accounts, building a team of account managers, and utilizing technology to increase efficiency.

2. Think about the objectives that could fall under that focus area

Objectives are the specific goals that you want to achieve in order to reach your focus area. 

Examples of some objectives for the focus area of Develop relationships with key accounts could be: Create a personalized outreach plan, and Increase customer loyalty.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (Key Performance Indicators) are measurable targets that help you track the progress of your objectives. Examples of KPIs may include 'increase customer engagement' or 'increase customer retention rate'.

4. Implement related projects to achieve the KPIs

Projects (actions) are initiatives that need to be completed in order to reach the KPI. Examples of projects include creating a customer journey map or implementing a loyalty program.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform helps organizations streamline their strategies and track progress in real-time. With Cascade, you can quickly and easily create, manage, and measure your account strategy.

Getting started with your
Account Strategy Template
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Or import into an existing account