advancedSales / BD

Develop Strategic Account Plan

Build a comprehensive account plan for enterprise prospects using AI research and analysis

Scenario

Sales rep needs to create a strategic plan for a high-value enterprise account before stakeholder meetings

4

Steps

50

Points

~180

Min saved

What You'll Practice

4 steps with hands-on AI practice using synthetic data.

1

Research Company Overview

Gather company financials, news, leadership changes, and competitive positioning

2

Map Stakeholder Landscape

Identify key decision-makers, influencers, and champions across departments

3

Analyze Pain Points & Opportunities

Uncover business challenges and match them to your solution capabilities

4

Build Engagement Strategy

Create timeline with touchpoints, messaging, and success metrics for next 90 days

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Expected Outcome

Complete account plan with company intelligence, stakeholder map, aligned value propositions, and actionable 90-day engagement roadmap

salesenterpriseaccount-planningresearchstrategy

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