Checklists Part 1 & 2

This week we’re hopping back in time to share something we’ve posted before that goes especially well with our current topic of Account Planning. Check (see what I did there?) out this post from the archives!

Checklists: Part 1

Read part 1 here

Checklists: Part 2

Read part 2 here

Every new blog series at This Sales Life includes a juicy new freebie that’s only available for a LIMITED TIME! To accompany our new account planning blog series, we’ve created This Sales Life’s Exclusive Account Planning Template. (Cue fanfare!!!)

Join This Sales Life’s email list and receive your account planning template TODAY!

This free template will set you up for sales success by providing you with not only a spectacular example, but a clean sheet for you to implement it on your own time.

If you’re enjoying our deep dive into account planning, make sure you snag this free resource so you can integrate the practice into your sales routine. It’s one thing to read about how account planning can help you close more deals and increase your commission, but it’s another to put this knowledge into action. Don’t leave this advice on the blog, take it home to make it work for you!

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Keywords

More from the 'Account Planning' Series

Account Planning

Account Planning

Tell me if this sounds familiar. You’ve got a new client, maybe you just got some new territory. You’re making good progress, building a solid relationship, scheduling follow-up meetings and learning about your client’s needs and priorities. In short, you’re doing everything right.

Account Planning

Recently on the blog we’ve been exploring the wide world of account planning. This is the grunt work of the sales world. It’s not the flashy business lunches, the cocktail hour, or the high pressure meetings that kick your adrenaline into gear.

Account Planning

Imagine you’re at your desk one innocent Wednesday afternoon, minding your own business. Your boss comes in (or calls you) and says, “Sandra’s leaving next week, we need you to take over half her accounts starting today. I know you’ll be great. Good luck!”

Account Planning

These days I’m constantly looking for ways to keep myself from becoming a workaholic. Stuck in this seemingly never-ending pandemic, inside a lot more than usual, traveling less, it’s easy to cling to work like it’s the last ship out of port. But I’m searching for some work/life balance y’all, especially in a global pandemic.

Account Planning

Account PlanningClaire PriceMarch 18, 2022Communication, Sales, Frameworks, Account Planning, Sales Professional, Sales Skills, Organization, Sales Habits, Sales Prospecting, Prospecting Tools, How do I Account PlanComment

Checklists Part 1 & 2