Account Planning: Turning strategy into action
Account planning is a critical discipline for building stronger customer relationships, aligning internal teams, and creating long-term customer value.
This peer-to-peer exchange will bring together strategic account professionals to explore practical approaches to effective account planning, from identifying customer priorities and growth opportunities to building actionable plans that keep teams aligned and focused.
Following a short presentation, participants will break into small groups to discuss curated questions focused on real-world challenges and opportunities. These breakout discussions are designed to encourage peer learning, idea sharing, and practical problem-solving.
What to expect:
- Practical perspectives on effective account planning.
- Ideas for turning customer insight into clear priorities and actions.
- Approaches to strengthening internal alignment and accountability.
- Peer discussion and networking with fellow SAMA professionals.
Whether you’re looking to refresh your current approach or simply hear how others are tackling account planning, this exchange offers an opportunity to learn, share, and connect.
Join us online and strengthen the way you plan for your most important accounts.
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