Key Account Management Project Template

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Keep a close eye on your key accounts with this comprehensive Key Account Management template. This guide helps you establish an account review cycle, develop customer satisfaction surveys, implement an issue tracking system, and more to ensure that customer needs are consistently met and potential issues are addressed early.

By following the tasks and subtasks outlined in this template, you can maintain high customer satisfaction, identify upsell opportunities, and improve your account management process for long-term success.

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Key Account Management Project for Priority Matrix

Key Account Management Project in Priority Matrix

Ensure customer satisfaction by monitoring key accounts and proactively addressing potential issues.

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Proposed Tasks

Routine Tasks

  • Task 1: Establish account review cycle due in 1 week
    ☐ Define frequency of account reviews ☐ Assign responsibility for each account review ☐ Set up reminders in the system
  • Task 2: Develop customer satisfaction survey due in 2 weeks
    ☐ Identify key areas to be measured ☐ Design questionnaire ☐ Test survey with a small group of customers
  • Task 3: Implement issue tracking system due in 3 weeks
    ☐ Define potential issues ☐ Set up issue tracking system ☐ Train team on using the system
  • Task 4: Identify potential upsell opportunities due in 1 month
    ☐ Analyze customer purchase history ☐ Identify products/services that might be of interest ☐ Develop upsell strategy
  • Task 5: Schedule regular check-in calls due in 5 weeks
    ☐ Identify key contact person for each account ☐ Schedule regular calls ☐ Prepare agenda for each call
  • Task 6: Develop customer profiles due in 6 weeks
    ☐ Collect relevant information about each customer ☐ Create profile for each customer ☐ Update profiles regularly
  • Task 7: Monitor customer feedback due in 7 weeks
    ☐ Set up system for collecting customer feedback ☐ Analyze feedback regularly ☐ Address any issues raised
  • Task 8: Train team on new account management process due in 2 months
    ☐ Develop training materials ☐ Schedule training sessions ☐ Follow up to ensure understanding
  • Task 9: Review and update account management process due in 10 weeks
    ☐ Collect feedback on new process ☐ Identify areas for improvement ☐ Implement changes
  • Task 10: Schedule quarterly account reviews due in 3 months
    ☐ Identify key metrics for review ☐ Schedule reviews ☐ Prepare materials for each review