What does the Account Planning course cover?
Account Planning is covered here in 8 modules: Introduction to Account Planning: Best Practices for Effective Account Planning, Understanding Client Needs and Goals: Creating Client-Centric Strategies, Market Research and Analysis: Identifying Market Trends and Opportunities and 5 more. The outline lists 32 specific topics, opening with Defining Account Planning: Understanding the Role and Responsibilities and closing with Future-Proofing Your Account Planning Skills.
How do you approach Account Planning step by step?
The work is sequenced in 8 stages. It starts with Introduction to Account Planning: Best Practices for Effective Account Planning, moves through Understanding Client Needs and Goals: Creating Client-Centric Strategies and Market Research and Analysis: Identifying Market Trends and Opportunities, and ends at Putting it all Together: Case Studies and Best Practices.
What is in Module 1 of the Account Planning course?
Module 1 is Introduction to Account Planning: Best Practices for Effective Account Planning. It works through Defining Account Planning: Understanding the Role and Responsibilities, The Evolution of Account Planning: History, Trends, and Future Directions, Key Skills and Competencies for Account Planners and 1 more. It sets the vocabulary the remaining 7 modules build on.
How is the Account Planning course delivered?
The Account Planning course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.
How much does the Account Planning course cost?
The Account Planning course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.
Closely related courses: Key Account Management Mastery, Microsoft Account Management Mastery.
More answers: what you get with every course, refund policy, all help answers.
Mastering Account Planning with Comprehensive Guides and Resources
Unlock the Power of Account Planning and Elevate Your Career This comprehensive course is designed to equip you with the skills and knowledge needed to excel in account planning. With a focus on practical, real-world applications, you'll gain a deep understanding of the principles and best practices that drive successful account planning.Course Curriculum
The course is divided into 8 modules, each covering a critical aspect of account planning. You'll explore the latest techniques, tools, and strategies used by industry experts to drive business growth and client satisfaction.Module 1. Introduction to Account Planning: Best Practices for Effective Account Planning
- Defining Account Planning: Understanding the Role and Responsibilities
- The Evolution of Account Planning: History, Trends, and Future Directions
- Key Skills and Competencies for Account Planners
- Best Practices for Effective Account Planning
Module 2. Understanding Client Needs and Goals: Creating Client-Centric Strategies
- Client Needs Assessment: Techniques for Gathering Insights
- Understanding Client Goals and Objectives
- Developing Client Personas: A Key to Effective Account Planning
- Creating Client-Centric Strategies
Module 3. Market Research and Analysis: Identifying Market Trends and Opportunities
- Market Research Methods: Qualitative and Quantitative Approaches
- Data Analysis Techniques for Account Planners
- Identifying Market Trends and Opportunities
- Competitor Analysis: Understanding the Competitive Landscape
Module 4. Developing Account Plans: Setting Account Objectives and Goals
- Account Planning Frameworks: A Step-by-Step Guide
- Setting Account Objectives and Goals
- Creating Actionable Strategies and Tactics
- Measuring Success: Key Performance Indicators (KPIs) for Account Planners
Module 5. Effective Communication and Collaboration: Collaboration with Cross-Functional Teams
- Communication Strategies for Account Planners
- Collaboration with Cross-Functional Teams
- Presenting Account Plans: Tips and Best Practices
- Managing Client Relationships: Building Trust and Credibility
Module 6. Account Planning Tools and Resources: Data Sources for Account Planners
- Account Planning Software and Tools
- Data Sources for Account Planners
- Industry Reports and Research Studies
- Staying Up-to-Date with Industry Trends and Developments
Module 7. Advanced Account Planning Techniques: Account-Based Marketing (ABM) Strategies
- Segmentation, Targeting, and Positioning (STP)
- Account-Based Marketing (ABM) Strategies
- Using Data Analytics to Inform Account Planning
- Creating Personalized Client Experiences
Module 8: Putting it all Together: Case Studies and Best Practices
- Real-World Case Studies: Applying Account Planning Principles
- Best Practices for Account Planners: Lessons from Industry Experts
- Overcoming Common Challenges in Account Planning
- Future-Proofing Your Account Planning Skills
Course Features
Interactive, Engaging, and Comprehensive- Expert Instructors: Learn from experienced account planning professionals
- Personalized Learning: Tailor your learning experience to your needs and goals
- Up-to-Date Content: Stay current with the latest industry trends and best practices
- Practical, Real-World Applications: Apply account planning principles to real-world scenarios
- High-Quality Content: Engaging video lessons, interactive quizzes, and downloadable resources
- Flexible Learning: Learn at your own pace, anytime, anywhere
- User-Friendly Platform: Easy to navigate and access on mobile devices
- Community-Driven: Connect with peers and instructors through discussion forums
- Actionable Insights: Gain practical knowledge and skills to drive business growth
- Hands-On Projects: Apply account planning principles to real-world projects
- Bite-Sized Lessons: Learn in manageable chunks, perfect for busy professionals
- Lifetime Access: Return to course materials anytime, even after completion
- Gamification: Stay motivated with interactive challenges and rewards
- Progress Tracking: Monitor your progress and stay on track