Strategically Plan and Execute Your Growth

Account Planning Training & Management

How We Help

it starts with intention

Focused on the opportunity to grow existing clients? Interested in account planning best practices? Ready to revamp your current check- the-box account planning process?

Let PIE work with your firm or practice to implement best-in-class account planning, including how to understand the business objectives of a client, the sea in which key clients swim, and the specific tactics that produce results. The focus is on helping you cross-sell other capabilities within a client and identifying opportunities to effectively serve clients across all their business units.  All programs are bespoke to your needs and desired outcomes with ongoing accountability. 

team collaborating around a table

Why PIE Should Lead an Account Planning Program for You

Connecting the dots to build your network


  • Bolster your account management capabilities to secure and expand business.
  • Create a system of accountability for your business development leaders to ensure consistency in follow-up.
  • Learn a training mechanism that equips your teams with tools to aid in account expansion and client management capabilities.
  • Level up your team by understanding the 5Ts, or trigger events, that indicate the greatest opportunity for sales.
business people standing in front of a wall of post-its making an account plan


  • Broader relationships with key clients that protect you from loss when key buyers leave or are promoted.
  • Systematic client expansion by selling the “full inventory” of your services across the full range of business units in a client.
  • A clear strategy and action-step approach to the often-vague charge to “increase sales” with key clients.
  • Prioritization of the best new opportunities to pursue with a current client.
  • Monthly accountability that produces new revenue results.
an account plan on a gantt chart

Case Studies

PIE Delivers Results

Interested ln Learning More?

Start a conversation with PIE

workshop chart with notes