Account Planning That Doesn't Suck

The simple system top reps use to plan big and execute daily.

Account plans fail when they’re treated like static documents instead of tools for deciding what to do next.

In this 25-minute crash course, Nate Nasralla breaks down the simple, living account planning system top reps use to guide daily execution as deals evolve.

You’ll learn how to:

  • Build a lightweight, living account plan (2 pages, not 20)
  • Create a clear point of view that travels inside the account
  • Map opportunities, timing, and influence to drive momentum
  • Inspect account plans as a leader without slowing reps down

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A UI sidebar for "Generate Content" allowing a user to select a framework, categorized by "Starred," "Business cases," "Emails," "Notes," "MAP," and "Custom," with an option to start a "Blank doc."