PagesSales & CRMOfficial

🎯Account Plan

Strategic account planning template with stakeholder mapping, goals, and action items.

by Peopsy

Preview: Account Plan

Account Plan

💡

Update this plan monthly. A stale account plan is worse than no plan — it gives false confidence.

Account Overview

Field	Details
Account Name	[Company Name]
Industry	[Industry]
Annual Revenue	[$X ARR]
Contract Renewal	[Date]
Account Owner	[Your Name]
Health Score	[Green / Yellow / Red]

Stakeholder Map

Name	Title	Role in Deal	Sentiment	Last Contact
[Name]	VP Engineering	Champion	Positive	[Date]
[Name]	CFO	Economic Buyer	Neutral	[Date]
[Name]	IT Director	Technical Evaluator	Skeptical	[Date]
[Name]	End User	Influencer	Positive	[Date]

Account Goals

Expand from 25 to 50 seats by end of Q2
Secure multi-year renewal at 15% uplift
Launch second department rollout (Marketing team)
Achieve NPS score of 9+ from key stakeholders

Risks & Mitigation

Risk: Champion may leave the company → Build relationships with 2+ contacts
Risk: Budget freeze in Q3 → Accelerate expansion timeline to Q2
Risk: Competitor evaluation → Schedule executive business review ASAP

Action Items

Schedule QBR with executive sponsor by [date]

Send ROI report showing value delivered this quarter

Introduce customer to product team for roadmap feedback session

Prepare multi-year pricing proposal

Set up monthly check-in cadence with champion

About this template

Build a clear plan for your most important accounts. Map stakeholders, set revenue goals, and track the action items that will grow the relationship. Perfect for strategic or enterprise account management.

Tags

accountplanningstakeholdersenterprisestrategy

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Weekly Planner

Weekly Focus: What is the ONE thing that would make this week a success? Write it here and keep it visible.

Week of: [Date] — [Date]

Monday

Most important task for the day

Second priority task

Third priority task

Tuesday

Most important task for the day

Second priority task

Third priority task

Wednesday

Most important task for the day

Second priority task

Third priority task

Thursday

Most important task for the day

Second priority task

Third priority task

Friday

Most important task for the day

Second priority task

Wrap up loose ends and prep for next week

Weekly Review

Take 15 minutes on Friday afternoon to reflect on your week. This small habit compounds into massive clarity over time.

What did I accomplish this week?
What didn’t get done and why?
What should I carry forward to next week?
What’s one thing I could improve next week?

📅Weekly Planner

Plan your week with daily task lists, a weekly focus area, and an end-of-week review.

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Change Order Request

Complete this form for every proposed change to the original contract scope. Attach supporting documents (sketches, specs, photos) before routing for approval.

CO Details

Field	Value
CO Number	[CO-001]
Project Name	[Project Name]
Contract Number	[Contract #]
Date Initiated	[YYYY-MM-DD]
Requested By	[Name / Company]
Priority	[Standard / Urgent / Critical Path]

Parties

Role	Name	Company	Contact
Owner / Client	[Name]	[Company]	[Email / Phone]
General Contractor	[Name]	[Company]	[Email / Phone]
Architect of Record	[Name]	[Company]	[Email / Phone]
Subcontractor (if applicable)	[Name]	[Company]	[Email / Phone]

Description of Change

Reason for Change:

[Owner-directed change]
[Design error or omission]
[Unforeseen site condition]
[Code or regulatory requirement]
[Value engineering]
[Other: describe]

Detailed Description:

[Provide a detailed narrative of what is changing, why, and what areas of work are affected. Reference drawing numbers, spec sections, and RFI numbers as applicable.]

Reference Documents

[RFI #___]
[Drawing Sheet ___]
[Specification Section ___]
[Photo / Sketch attached]

Cost Impact

All cost estimates must include labor, material, equipment, subcontractor markup, and overhead & profit per contract terms.

Item	Description	Qty	Unit	Unit Cost	Total
1	[Labor — trade description]	[X]	[hrs]	[$XX.XX]	[$X,XXX]
2	[Material — description]	[X]	[ea/lf/sf]	[$XX.XX]	[$X,XXX]
3	[Equipment rental]	[X]	[days]	[$XXX]	[$X,XXX]
4	[Subcontractor — name/trade]	[1]	[LS]	[$X,XXX]	[$X,XXX]
	Subtotal				[$X,XXX]
	Overhead & Profit (__ %)				[$XXX]
	Total CO Value				[$X,XXX]

Net impact to contract value: [+ / - $X,XXX]

Schedule Impact

Field	Value
Days Added / Removed	[+/- X calendar days]
Affected Activities	[List critical path activities impacted]
Revised Substantial Completion	[YYYY-MM-DD]
Concurrent Work Possible?	[Yes / No — explain]

Approval Chain

Step	Role	Name	Date	Status
1	Submitted by (Requestor)	[Name]	[Date]	[Submitted]
2	Reviewed by (PM / Superintendent)	[Name]	[Date]	[Pending]
3	Approved by (GC Principal)	[Name]	[Date]	[Pending]
4	Approved by (Architect)	[Name]	[Date]	[Pending]
5	Approved by (Owner)	[Name]	[Date]	[Pending]

Verification Checklist

Scope clearly defined and not duplicated in other COs

Cost breakdown includes all labor, material, equipment, and markup

Schedule impact reviewed with superintendent

Downstream trade impacts identified (see Cascading Impact page)

Supporting documents attached (drawings, specs, photos)

Insurance and bonding implications reviewed if CO exceeds threshold

📋Construction Change Order

Manage change orders from request through approval with cascading impact analysis and a running CO log.

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Client Onboarding Hub

Use this hub as your single source of truth for every new client engagement. Complete the overview below, then work through each sub-page to ensure a smooth, professional onboarding experience.

Client Overview

Field	Details
Client Name	[Company Name]
Main Contact	[Name, Title, Email, Phone]
Account Manager	[Your team member]
Start Date	[YYYY-MM-DD]
Retainer Value	[$X,XXX / month]
Services	[SEO, Content, Paid Media, Social, etc.]
Communication Cadence	[Weekly calls, bi-weekly reports, monthly reviews]
Contract Length	[6 months / 12 months / ongoing]
Billing Cycle	[Monthly / Quarterly]
Primary Goal	[e.g., Increase qualified leads by 40% in 6 months]

Master Onboarding Checklist

Work through each item below. Check them off as you go — aim to complete all items within the first two weeks of engagement.

Send welcome email with onboarding packet and team introductions

Schedule kickoff call (all stakeholders from both sides)

Set up shared Slack channel or communication workspace

Collect brand assets (logos, fonts, color codes, style guide)

Configure tools access (analytics, ad platforms, CMS, social accounts)

Create client reporting dashboard with agreed-upon KPIs

Establish content/creative approval workflow and turnaround times

Document escalation paths and emergency contacts

Set up project management board with initial deliverables

Schedule recurring check-in meetings for the first 90 days

Conduct internal team briefing on client goals and sensitivities

Send first check-in summary within 48 hours of kickoff

Key Dates & Milestones

Milestone	Target Date	Owner	Status
Welcome email sent	[Date]	[Name]	Pending
Kickoff call completed	[Date]	[Name]	Pending
All access credentials received	[Date]	[Name]	Pending
Brand guidelines documented	[Date]	[Name]	Pending
Reporting dashboard live	[Date]	[Name]	Pending
First deliverable shipped	[Date]	[Name]	Pending
30-day check-in	[Date]	[Name]	Pending
90-day review	[Date]	[Name]	Pending

Pro tip: Share this hub (or a client-facing version) with your new client so they can see progress and know exactly what to expect during onboarding.

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A structured multi-page hub for onboarding new agency clients — from kickoff to 90-day success.