Proactive Account Management™ | Stop Managing Your Accounts Reactively

Proactive Account Management™

Build a Proactive Account Management System That Grows Revenue From Your Existing Clients

 

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Proactive Account Management™

A practical 4-month implementation programme for B2B Sales Managers, together with their Account Managers and Territory Managers, who want to maximise client growth, increase share of wallet and build stronger long-term customer relationships.

This isn't another training course.It's an implementation programme where we help you build your own proactive account management system, tailored to your business.

This programme is more specifically for:

  • Territory Managers
  • Account Managers
  • Key Account Managers
  • B2B Salespeople managing existing clients
  • Sales Managers responsible for account growth
  • Business Owners managing strategic customers

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What Makes This Programme Better?

1. Most account management courses teach theory. This programme helps you implement. 

2. Using Face-to-face training, online implementation sessions, coupled with accountability support, this programme is tailored to you.

3. Over four months you'll build, test and refine your own account management process with guidance from our team.

4. By the end of the programme you'll have a complete system that's already working inside your business

5. We will even coach and train your Sales Manager

Why Most Account Management Fails

Without a structured account management process:

  • Territory managers become reactive instead of proactive 

  • Valuable customers receive the same attention as low-value accounts

  • Opportunities for cross-selling are missed

  • Not enough strategic account analysis is done by salespeople, so sales growth opportunities are missed.
  • Clients only hear from you when there's a problem

  • Customer loyalty slowly declines

The result?

Revenue walks out the door without anyone noticing, until it is too late.

During the Programme You'll Implement

  • A client ranking system based on future potential, not just past spend
  • A profitable call cycle for every client category
  • Annual account management plans
  • Cross-selling and upselling opportunities across every account type
  • Individual account plans for key customers
  • Territory management and time optimisation
  • CRM disciplines and tracking
  • Quarterly review process 

Rather than leaving with notes... You'll leave with a proven, implemented, proactive account management process.

Call To Action

Price upon request

Every business manages accounts differently.

Book a free 30-minute Sales Strategy Zoom and we'll discuss your current approach, answer your questions, and help you determine whether the Proactive Account Management Programme is the right fit or if another solution would better suit your team!

Book Your Sales Strategy Zoom

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