Templates / Sales

Free, and not counted as a creation. You get your own copy to edit, in any theme.

When to use it

Use it once a year for a key client, to map where the account stands, who decides and where it can grow.

How to use it

1. Make your own copy. It opens in the editor, where you can change the theme and edit anything.
2. Fill in the fields below, and answer the question each slide asks with your own content and numbers.
3. Download it as an editable PowerPoint file, or as a PDF. The file is reopened and checked before it is offered.

Slide by slide

1. [client] account plan [period] · [owner]
2. Where the account stands Revenue this year, Products they use, Next renewal
3. Who decides A table: Person, Role, What they care about, Our relationship
4. Where we can grow Which team or need are we not serving yet? What would they need to see first?
5. The plan
6. Next steps The support we need to grow [client].

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

• {{client}}
• {{period}}
• {{owner}}
• {{revenue}}
• {{products}}
• {{renewal}}
• {{decider}}
• {{date_1}}
• {{date_2}}

What is inside