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Account Strategy

You want to grow your accounts with each client, but you can’t do all things for all clients all the time – choices have to be made.

This is the crux of strategy – finding the sensible course when there are unlimited opportunities but limited resources. Games, sports, and battles are the classic fields of strategy, but the rewards of a good strategy for account management are mutual success and prosperity.


Key topics include:

  • Account Segmentation

  • Understanding Strategy vs Tactics

  • Strategy, Tactics, and Resources Planning

  • Objective-setting

  • Teamwork on single accounts

The program includes:

We'll deliver in any format you need


On-site training is delivered with small group exercises and a  number of customized hands-on activities.


Remote training is delivered live over Zoom with individual exercises and activities curated to increase engagement.


This program is available for on-demand licensing, which can be used to train new staff or as a reinforcement tool.

Hear more from our customers

SAGE Introduction (Short)
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 Ready to enjoy the rewards of strategic account management that bring mutual success and prosperity?

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