Account planning: how to generate more qualified demand!
Posted: Sat Feb 22, 2025 6:08 am
Account Planning, also known as Account Planning, has been used for a long time in the B2B Sales segment , but by few companies.
However, these are the businesses that today have a well-established customer base and a great alternative for generating more qualified demand !
According to studies, customer retention can increase by up to 25% with well-designed account planning strategies.
Additionally, companies that take a strategic approach to specific accounts have up to a 30% higher conversion rate compared to those that don’t.
We understand that there is no single strategy that will work with all your clients, which is why it is important to customize them according to their niche.
So, keep reading and check out the practical step-by-step guide we created to help you understand what account planning is and how to apply this strategy to your business!
Confused Stephen Colbert GIF by The Late Show With Stephen Colbert
Essentially, Account Planning is a strategic approach that Spain telegram data focuses on deeply understanding customer needs and wants in order to develop more effective prospecting .
So, with Account Planning you can:
. Improve the predictability of your business;
. Increase the average ticket price of your product;
. Retain and build customer loyalty;
To do this, you need to follow these triads:
The account planning triad!
But, to fulfill each of them, it is important to pay attention to the challenges, opportunities and risks.
You need to plan each step of this strategy and now we’ll show you how!
If you are interested in the subject and want to have more qualified demand, check out the step-by-step guide and then schedule a conversation with our experts to find out more:
The complete solution for your account planning strategy.
5 steps to implement Account Planning in your prospecting process!
Here is a practical and detailed step-by-step guide on how to apply Account Planning to your business.
So, follow the thread:
1. Account segmentation: Mapping the persona
First, the account planning process involves a comprehensive strategic approach to understanding and meeting client needs.
To do this, it is essential to identify and create detailed profiles of the personas that make up the ideal customer profile.
When understanding who these personas are, it is crucial to understand their needs, challenges and aspirations.
In this context, carrying out market research is essential to obtain insights into the behavior of each persona.
Additionally, it is valuable to use the history of interactions with other clients of this profile that you have worked with or are currently working with. Past experience can provide valuable information about what works best to meet the expectations of this specific audience.
Finally, it is important to have mapped out each persona's journey from product discovery to after-sales.
With this, you can identify the contact points needed to generate value and interest in them.
This includes understanding the key moments when personas are most receptive to information, as well as the content, success stories and approaches that generally capture their attention and generate urgency.
With these personas identified, let's create a list of B2B companies that fit each profile and that will be prospected!
2. Seamless lead list generation
Generating effective lead lists to prospect large accounts requires a strategic and precise approach.
Before you start prospecting, define factors such as industry, company size, geographic location, budget, and specific challenges your solution can solve.
Use reliable sources to obtain accurate and up-to-date information. This may include company databases, public records, business directories, and corporate social networks.
Additionally, there are free and low-cost tools on the market that do this research and provide raw data, which needs to be validated by other tools or by you.
However, remember that quality is more important than quantity.
With this in mind, we created a solution focused on extracting all this information from the best tools on the market and delivering it to you validated and ready to use!
However, these are the businesses that today have a well-established customer base and a great alternative for generating more qualified demand !
According to studies, customer retention can increase by up to 25% with well-designed account planning strategies.
Additionally, companies that take a strategic approach to specific accounts have up to a 30% higher conversion rate compared to those that don’t.
We understand that there is no single strategy that will work with all your clients, which is why it is important to customize them according to their niche.
So, keep reading and check out the practical step-by-step guide we created to help you understand what account planning is and how to apply this strategy to your business!
Confused Stephen Colbert GIF by The Late Show With Stephen Colbert
Essentially, Account Planning is a strategic approach that Spain telegram data focuses on deeply understanding customer needs and wants in order to develop more effective prospecting .
So, with Account Planning you can:
. Improve the predictability of your business;
. Increase the average ticket price of your product;
. Retain and build customer loyalty;
To do this, you need to follow these triads:
The account planning triad!
But, to fulfill each of them, it is important to pay attention to the challenges, opportunities and risks.
You need to plan each step of this strategy and now we’ll show you how!
If you are interested in the subject and want to have more qualified demand, check out the step-by-step guide and then schedule a conversation with our experts to find out more:
The complete solution for your account planning strategy.
5 steps to implement Account Planning in your prospecting process!
Here is a practical and detailed step-by-step guide on how to apply Account Planning to your business.
So, follow the thread:
1. Account segmentation: Mapping the persona
First, the account planning process involves a comprehensive strategic approach to understanding and meeting client needs.
To do this, it is essential to identify and create detailed profiles of the personas that make up the ideal customer profile.
When understanding who these personas are, it is crucial to understand their needs, challenges and aspirations.
In this context, carrying out market research is essential to obtain insights into the behavior of each persona.
Additionally, it is valuable to use the history of interactions with other clients of this profile that you have worked with or are currently working with. Past experience can provide valuable information about what works best to meet the expectations of this specific audience.
Finally, it is important to have mapped out each persona's journey from product discovery to after-sales.
With this, you can identify the contact points needed to generate value and interest in them.
This includes understanding the key moments when personas are most receptive to information, as well as the content, success stories and approaches that generally capture their attention and generate urgency.
With these personas identified, let's create a list of B2B companies that fit each profile and that will be prospected!
2. Seamless lead list generation
Generating effective lead lists to prospect large accounts requires a strategic and precise approach.
Before you start prospecting, define factors such as industry, company size, geographic location, budget, and specific challenges your solution can solve.
Use reliable sources to obtain accurate and up-to-date information. This may include company databases, public records, business directories, and corporate social networks.
Additionally, there are free and low-cost tools on the market that do this research and provide raw data, which needs to be validated by other tools or by you.
However, remember that quality is more important than quantity.
With this in mind, we created a solution focused on extracting all this information from the best tools on the market and delivering it to you validated and ready to use!