Strategic account planning template
Strategic account planning template
Mural’s Strategic Account Planning Template provides a structured digital workspace that helps teams centralize key account data, stakeholder maps, goals, and competitive insights to drive stronger client engagement. Users can document company profiles, analyze industry trends, perform SWOT analyses, and build personalized sales strategies with clear milestones. The tool promotes collaboration through visual mapping, AI-enhanced insights, and linked references for a single source of truth. It’s ideal for onboarding new clients, quarterly reviews, and identifying upsell opportunities—transforming account plans into living, measurable strategies that evolve with each client relationship.
