Strategic Account Collaboration Project Template

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Improve your sales team's alignment and effectiveness with the Strategic Account Collaboration Project template. This template provides a comprehensive approach to managing and collaborating on strategic accounts, ensuring that all team members are informed and aligned.

From identifying strategic accounts to assigning team members and sharing updates, this template covers all essential tasks to enhance collaboration and drive success in strategic account management.

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Strategic Account Collaboration Project for Priority Matrix

Strategic Account Collaboration Project in Priority Matrix

Enhance team alignment and effectiveness through structured collaboration on strategic accounts.

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Proposed Tasks

High Impact, Quick Wins

  • Task 1: Identify Strategic Accounts
    ☐ Subtask1: Create a list of all strategic accounts. ☐ Subtask2: Share the list with the sales team for review and input.
  • Task 2: Assign Team Members to Accounts
    ☐ Subtask1: Assign specific team members to each strategic account based on expertise and relationship with the client.

High Impact, Long Term

  • Task 3: Create Project for Each Account
    ☐ Subtask1: Set up individual projects for each strategic account within the project management tool.
  • Task 4: Define Tasks for Each Account
    ☐ Subtask1: Identify and define tasks for each strategic account.

Low Impact, Quick Wins

  • Task 5: Share Updates with Team
    ☐ Subtask1: Regularly share updates and progress with the sales team to ensure everyone is aligned and informed.
  • Task 7: Maintain Communication with Team
    ☐ Subtask1: Ensure open and clear communication with the team throughout the project.
  • Task 9: Ensure Team Collaboration
    ☐ Subtask1: Encourage and facilitate collaboration within the team to enhance project effectiveness.

Low Priority / Etc.

  • Task 10: Celebrate Achievements
    ☐ Subtask1: Recognize and celebrate the team's achievements and successes.
  • Task 6: Review and Adjust Projects
    ☐ Subtask1: Regularly review and adjust the projects as necessary based on feedback and results.
  • Task 8: Monitor Progress
    ☐ Subtask1: Regularly monitor the progress of each project and communicate updates to the team.