Free template, copy and use

Free account planning meeting template

Account planning brings sales, customer success and leadership together around one important customer. This template builds a shared view of the account and a 90-day plan.

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Paste it into Google Docs, Word, Notion or an email. Replace the [brackets].

Account planning meeting template

Account

Customer: [name] | Owner: [name] | Annual value: [ ] | Date: [date]

Their goals

[Business goal] | How we help: [ ]

Relationship map

[Name, role] | Champion / Supporter / Neutral / Blocker | Last contact: [date]

Opportunities

[Opportunity] | Value: [ ] | Timing: [ ]

Risks and competition

[Risk] | Plan: [ ]

90-day plan

[Action] | Owner: [name] | Due: [date]

How to use this template

  • Map at least three relationships beyond your main contact.
  • Tie every opportunity to one of the customer's goals.
  • Review the plan every quarter.

Skip the typing

Acta records your Zoom, Google Meet and Teams meetings, with or without a bot, and writes the notes for you: a summary, decisions, next steps and action items with owners, next to the transcript. Free for 15 days.

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Frequently asked questions

Related:

What is account planning?

Building a shared plan for an important customer: their goals, relationships, opportunities, risks and actions.

Who should be in an account planning meeting?

The account executive, customer success manager, a sales leader and anyone else who works with the account.

Is this account planning meeting template free?

Yes. Copy it into Google Docs, Word, Notion or an email and use it as often as you like. No sign-up needed.

Can AI fill in the account planning meeting for me?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, with or without a bot, or in person with the mobile app, and writes the notes, decisions and action items with owners afterwards. Anything the meeting didn't cover is left out, not made up.