Sales / Free editable template

Strategic account plan template

A strategic account plan shows where a key customer already buys from you and where it could buy more. This example maps five divisions of a banking group against five products. Each cell shows sold revenue, an open opportunity, a rival in place or whitespace, with account goals as progress bars, a 90-day action list and the main risks.

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Strategic account plan example showing whitespace grid of divisions and products, account goals with progress bars, 90-day actions and risks
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Map the account

    List the divisions or business units down the side and your products across the top. Mark what each division already buys and its annual value.

  2. Mark opportunities and rivals

    Add open opportunities with their value and note where a rival is already in place. The empty cells are your whitespace.

  3. Set goals and actions

    Turn the gap between today and the target into three goals and a short list of actions for the next 90 days, each with an owner.

Questions about this template

How do I read the whitespace grid?

Each row is a division and each column a product. Filled cells show sold ARR or open opportunities, rival cells show a competitor and empty cells are whitespace to target.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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