Strategically Plan and Execute Your Growth
Account Planning Training & Workshops
How We Help
it starts with intention
Account planning is a structured plan and process, supported by metric-driven accountability, that drives intentional growth by creating a clear, focused roadmap for client expansion and is a blueprint for action.
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.
Why PIE Should Lead an Account Planning Training or Workshop
Connect the dots for Client Expansion
Benefits
- Bolster your account management capabilities to secure and expand business.
- Create an accountability framework for your business development leaders to ensure consistency in follow-up.
- Learn a training mechanism that equips your BD team with tools to aid in account expansion and client management capabilities.
- Level up your team by understanding the trigger events that indicate the greatest opportunity for sales.
Outcomes
- 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.
- Accountability that produces new revenue results.
What Our Clients say
“The account planning with PIE was very productive (and fun!). PIE worked alongside our team to develop a comprehensive and accessible relationship action plan, enabling the next generation of rainmakers at Harbor to drive account growth. Thanks to PIE, our collective team has an actionable plan and accountability framework for strategically building trust and credibility across our most important clients. With account plans in place, we’ve been able to establish and strengthen key relationships and proactively pursue and win growth opportunities. You think you know a lot about business development, and then you meet with PIE and learn about ‘refrigerator rights’ and ‘delivering the lagniappe’ and walk away with a new set of tools (and a reminder not to take ourselves too seriously!)”
Chris Ryan
Chief Growth Officer, Law Firms – Harbor
