Orange and Black One Page Account Plan Document Report

Keep one client account on a single sheet using the orange and black one page account plan. Five full-width bands, alternating orange and black, stack down the page under a navy title.

What's on the page

• Contacts
• Key Contact Activity Ledger
• Account History
• Key Customer Issues and Business Imperatives
• Account Goals, with lines for mid term goals, long term goals and goals for the next 12 months

Bring the page to a sales review, or pass it on when you hand an account to a new rep. Your whole account story sits on one sheet.

The first four bands each open with a Key Contacts column that has spots for a name and a phone or email. The rest is placeholder text you type over. Start with the Contacts band, since every band below it builds on those names. Then log your recent calls and meetings in the Key Contact Activity Ledger. Write what your client cares about most in the Key Customer Issues band. Last, fill the three goal lines at the bottom so your team sees where the account is headed. You can fill in the portrait page in PowerPoint, Keynote or Google Slides and print it for the meeting.