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Account Plan Template | Engagio

You can’t build a house without a blueprint. You can’t win the Super Bowl without a playbook. And you can’t do ABM without Account Plans.

In ABM, the process of aligning your organization to create a personalized, relevant and unique buyer experience is a tall order. It takes pinpoint execution and a well thought out strategy.

Sales reps are usually held responsible for the Account Plan. However, in ABM, it’s critically important that you get Marketing involved early and often. Sales will still own the Account Plan, but Marketing will provide important information and intelligence to help deepen relationships, close deals and expand accounts.

Here is our Account Plan template. Use it as a baseline to get your started. 

Download Engagio's Clear and Complete Guide to Account Based Marketing at Engagio.com/guide

Learn more about Engagio at Engagio.com

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Questions to Ask Before Getting Started with ABM  |  Engagio
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