Account planning for existing customers
Build a simple, honest account plan: what the customer is trying to achieve, who matters, where you can help next, and what could go wrong.
- Level
- Intermediate
- Length
- About 40 minutes
- Contents
- 3 lessons · 1 video · final exam
- Status
- Published · updated 1 Oct 2026
Skills you'll practise
- List the parts of a useful account plan
- Identify gaps in a stakeholder map and plan how to close them
- Separate real expansion opportunities from wishful thinking
- Spot risks to the account early and assign actions
Course outline
- 1.Account planning for existing customersVideo · 1 min
- 2.A plan the customer would recognizeLesson · 16 min
- 3.Running a business review the customer valuesLesson · 16 min
- 4.Widening relationships beyond one contactLesson · 14 min
- 5.Account planning for existing customers: knowledge checkKnowledge check · 17 questions
- 6.Account planning for existing customers: practical exerciseKnowledge check · 1 question
- 7.Final exam8 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- General consultative-selling practice (discovery, qualification, value)
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.