Account Management Title Slide in corporate style
Blue and white text slide with business icons
Corporate Chart with business icons for Account Management
Four section slide for account management plan
Client Success Roadmap for account management with four markers and icons
Account Management Plan Overview with corporate bar charts
Four section text slide for account management planning
Account Management Target Slide with data-driven chart
Six points list for key account managers
Corporate Thank You slide
Account Management Title Slide in corporate style

Corporate Account Management Plan Template

Number of slides: 10

Account management helps companies achieve their most important goal: Client satisfaction. Once the sales team closes a deal, the account manager will make sure that everything meets the client’s needs in order to build a trusting business relationship. Use this Account Management PowerPoint Template to present your strategic plan and detail how the company services will resolve the problems of your new customer.

Free Account Management Plan PowerPoint Template

Account Management Plan Overview Slide

Do a research of your client’s business and identify what they value from your product or service. This will give you relevant information to present a strategic plan that emphasizes the positive outcome of a long-term business relationship. The overview slide features a corporate table and business icons that allow your viewers to focus on the content.

Key Account Target Slides

Your client wants to see results and a well-structured section with realistic and achievable goals in your presentation will send the right message. This professional-looking PowerPoint Template offers a set of data-driven charts to track the progress of the Account Management Plan including financial targets. You will find a doughnut chart, excellent to highlight percentages, and a clustered bar chart to compare projected yearly results.


Client Success Roadmap Slide

Account management aims to build a long-term strategic partnership with clients. Use this powerful 4-stages Client Success Roadmap to guide the customer through the personalized solutions you’ll offer at each stage of your plan. Setting the desired journey from the beginning is key for a positive customer experience.

Account Manager Responsibilities

A good addition to this business presentation is a slide to list your tasks as key account manager so your clients will know exactly what you can do for them.

Showcase your strategic skills

A key account manager has a deep understanding of the clients’ needs and identifies upsells and cross-sells opportunities. Place your findings in our 10 fully editable slides.

Keep a customer-focused mindset

Sometimes being too focused on strict goals can make teams forget that they’re working for real people. An account manager also makes sure the client’s voice is heard inside the company.

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