The Revenue Architect

The Revenue Architect

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The Revenue Architect
The Revenue Architect
How to build an account plan
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How to build an account plan

An actionable plan in 10 minutes

Arnie Gullov-Singh's avatar
Arnie Gullov-Singh
Jan 23, 2025
∙ Paid
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The Revenue Architect
The Revenue Architect
How to build an account plan
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Building an account plan is the foundational step in retaining and growing business with an existing customer as it helps you define your objectives, tailor your approach, identify specific actions and hold yourself accountable to improving your customer relationship.

Yet many go-to-market teams struggle to develop account plans that deliver results, treating it as one-time project that loses relevance over time, setting unrealistic goals based on pitching every product to every customer and focusing on the wrong details.

This post walks through how to avoid these mistakes and develop an actionable account plan in 10 minutes using a simple template.

It covers the following topics:

  • The 5 sections of an account plan

  • How much time to spend creating an account plan

  • How to create an account snapshot

  • How to define your account goals

  • How to pick an account growth strategy

  • How to create an action plan

  • How to ask for help in an account plan

  • Use my account plan template

The 5 sections of an account plan

An account plan doesn’t have to be complicated. Here are the sections to focus on:

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