How to Create the Ultimate One Page Key Account Plan

[@sajidsh911]

Thank you Warwick for such a useful and excellent account plan… Being already worked as a Junior Account Manager I can tell you your videos have really helped me more into the role and to move towards by aspiration of being a Key Account Manager. These videos you put out for free are insanely valuable and true assets for anyone look for a career in SAM/KAM. Thank You Sir!

[@kamcoach]

Thanks so much Sajid! I'm so happy that my videos have been helpful in your career journey and getting you closer to those goals! That's why I create them!

[@AdmoreMethod]

I’m not even an accountant, Warwick, but I watch your videos all the time - just to listen to you explain everything. Hands down, you have the best voice on KZbin!!

[@kamcoach]

JC Admore Thank you!!! That’s a very kind of you (and just as well, I’ve got a face for radio!)

[@AdmoreMethod]

No, no, no!! Your face is perfect, Warwick. I very much enjoy your smile, the ease in your eyes, your dress. You’re the perfect mentor.

[@kamcoach]

@@AdmoreMethod Awww thank you! Very kind of you. Hoping to batch some videos this weekend. It's been a long time since I filmed any. #Consistency

[@106030]

Thank you si much for sharing this! This is exactly what I needed....it finally feels like light at the end of the tunnel

[@kamcoach]

You are welcome! Glad my video found you and that it came at the right time to give you a little boost. If you want to shine even more light at the end of that tunnel, check out my blog accountmanager.tips - you might find a little more inspiration there. If there's anything I can do to help - don't hesitate to get in touch.

[@kamcoach]

I wanted to create a simple account planning framework to help you create account plans that aren't heavy on the admin and make an impact. Let me know what you think?

[@manjthewiseguy]

Hi Warwick, many thanks for this video, it has really helped me. Would this work in a presentation to the client?

[@kamcoach]

Sorry I missed this - yes it would! You could easily turn this into a one or two slide presentation.

[@bikup3]

Amazing content on this channel. Currently completing a professional certificate and will be applying for a Client Relationship Manager role early 2022. I’ve watched your videos religiously for the past week and have already learned a ton. Will definitely include at least 1-2 videos a week from your channel in my weekly tasks. Thank you!

[@kamcoach]

Hi Wid! I'm so glad the content has been useful and congratulations on the certification! Keep me posted on the job hunt and FYI, I did a workshop called The Key Account Manager's Guide to Finding a New Job with lots of useful information and resources for the job hunt and interview prep. You can learn more at www.accountmanager.tips/courses/kam-guide-to-finding-a-new-job/

[@bikup3]

@@kamcoach thank you so much Warwick!

[@vishalrajput36]

Love it, thank you so much! Been looking for something simple and easy for months and finally, the search ends.

[@kamcoach]

Hi Vishal, so glad you enjoyed the video and found the template useful. Keep me posted on how it goes when you start using it and if there's anything I can do to help. just let me know.

[@vishalrajput36]

@@kamcoach do you have a template for the key account plan I can use.

[@kamcoach]

@@vishalrajput36 Yes, you can grab it at accountmanager.tips/key-account-plan-template/

[@giettoencompany8168]

On my career shift plan from supply chain buyer to becoming key account manager, your content is helping me much.. THANKS..

[@kamcoach]

I'm so glad! It's funny that you're plan is to become a key account manager. My dream was always to be a buyer and work on the other side of the table!! I wish you every success in the career shift. I can highly recommend the book Pivot: The Only Move That Matters Is Your Next One. It's all about how to change industries/professions by someone who was a former career development program manager at Google. amzn.to/3XFRMi1

[@chao6848]

So useful informations and many thanks for sharing it !! Hope you keep continuing this great job and get pay back of your efforts ASAP!! Keeping up😀

[@kamcoach]

You're very welcome and so glad you found it useful!

[@annakainova6318]

This is very helpful and handy! Thank you for sharing all this precious knowledge & templates 🙌🏼

[@kamcoach]

You're so welcome and I'm glad it was helpful!

[@danalariealmorales]

Awesome video as usual Warwick! I can’t wait to share it with my audience.

[@kamcoach]

Thanks Dana, glad you enjoyed it and really appreciate you spreading the word!

[@XOXOshuffle]

so thankful for this content iam from germany and i just start keyaccounting in my company becouse they said i am capable of getting this task done ^^

[@kamcoach]

Congratulations Tino on the job and wonderful to see the confidence your company has in you! And I do too! You've got this. If I can help. let me know.

[@leon.bzlpkn]

Many thanks for sharing this with us. The content is really informative and useful how to plan your work with old/new clients.

[@kamcoach]

You're so welcome! I'm glad you found this helpful! Let me know if you have any questions? 😁

[@desmamogorosi5663]

Wow..thank you. This will be used by my sales team

[@kamcoach]

Hi Desma! That's wonderful! Let me know what they thought of the video and keep me posted on how the planning goes. 😃

[@flgirl1937]

This was extremely helpful thanks so much!

[@kamcoach]

Glad it was helpful!

[@mtumishiishmaelakitch6824]

Great stuff

[@kamcoach]

Thank you, I'm happy you found it helpful! 😊

[@DL-sr4rh]

Amazing thanks

[@kamcoach]

You're welcome! I hope it was helpful.

[@teressaginthe303]

This was incredibly helpful

[@kamcoach]

I'm so glad Teressa - let me know if you have any questions - I'm happy to help! Thanks for watching and for leaving a comment! I appreciate it!

[@saurav26ind]

Time well spent!

[@kamcoach]

I'm so glad you liked!

[@saurav26ind]

You pack in a punch in every video, Warwick. The effort is visible!

[@kamcoach]

@@saurav26ind Awww thanks Suarav, I appreciate it. I hope to be more regular with videos in 2022! It's been a struggle this year.

[@miguelcintron9529]

This is great. Do you have something like this for an Account Profile?

[@kamcoach]

What information are you wanting to capture. Most companies have a CRM for the account details. I do have a general template that's part account plan, part account profile - and it's available inside my community The KAM Club www.thekamclub.com

[@JBCimawesome]

Thanks for the video, I see the template, but how is this account plan one page? It seems like much more like 4-5 pages

[@kamcoach]

Hi Jaren, I've broken it down by it's sections for the video. If you download the template you'll see it's one page. Here's an image of a sample version tinyurl.com/yecoahys so you can see the format/layout. But a successful account plan is as long as it needs to be (or as short). Focus on the most important objectives that will make the biggest impact and you won't go wrong. Hope that helps.

[@justan0th3r]

The link to download the account plan template does not work. I have entered my info and the button does nothing.

[@kamcoach]

Sorry about that - I've fixed it now - you can try again at www.thekamcoach.com/lp-one-page-key-account-plan-template/

[@ashag5989]

Good work.pls share abt KAM reporting tools with sample data as I recently got job but in terms of reporting I'm little bit confused.

[@kamcoach]

Hi - that's a big topic - too big for this channel - but a great place to learn is Klipfolio - they have a lot of great free resources, webinars and courses to help you learn about data and how to interpret and present it. www.klipfolio.com/learn-hub

[@Thomas-ko1gb]

After giving my email there is no access to the template you are talking about!!!

[@kamcoach]

Hi Thomas, I had some email issues last week. Should be fixed now, but if it doesn't work, send me an email to [e-mail]

[@paulmcgilly747]

I paid the $$ and downloaded this as I wanted a 1-page acct key acct plan template for my team to use. It's a bit of a faff really. The template when exported is not 1 page, more like 30 pages on PDF? There really isn't a 1-page template. Unless I'm missing something. But the whole process was pointless in the end. The link takes you to a domain hosted in Somalia?? Please tell me I'm missing something.

[@kamcoach]

Hey @paulmcgilly747 I just realised the link went through to the wrong template. I've refunded your purchase. Here's the correct link for the one page template www.thekamcoach.com/lp-one-page-key-account-plan-template/

[@SaraLima]

Hi Warwick! I’ve been recently asked to create an Account Development Plan for a job interview presentation. Do you think this plan also applies to that?

[@kamcoach]

Hi Sara! This is more of a simple account plan. If you want something a bit more developed and strategic, check out my article which includes an excel template, along with questions to ask, decision matrix and a balanced scorecard. www.accountmanager.tips/strategic-account-plan-template/ Between the two plans you should be able to come up with a clear approach to how you manage account growth. Hope they're useful and all the best for the interview!

[@SaraLima]

@@kamcoach That’s perfect, thank you so much for your help! 🤗

[@elladane726]

The link doesn't work!!!

[@kamcoach]

Hi Ella - apologies - I moved domains over the holidays and the link broke - all fixed now - you can grab the template at amtip.co/onepageplan

[@ProfitHogger23]

Video starts @5:30

[@kamcoach]

I've put chapter markers in to help viewers skip to the parts that are relevant to them. I included some introductions on to what account plans are and why they're useful for people who are new to the concept which isn't necessary for experienced account managers to watch.