FigJam
Brighten your client’s day with our account plan template

Whether you’re pitching a new client or planning a new strategy, you can see what’s at stake from your partners’ perspectives—and secure ​​that next project—with FigJam templates.

four colorful squares that represent the ideation stage of an account plan templatefour colorful squares that represent the ideation stage of an account plan template

Account planning template

Light the way for team members and clients on our free interactive templates.

Your next client pitch: Sunny with a chance of signing

Spark up a promising partnership or energize an existing one by understanding—and acting on—your client’s motivations with an effective business strategy.

Get acquainted: Learn about your client’s business quickly and understand what drives it at a glance.

Jump straight to the point: Help your client solve their customers’ challenges from the get-go, proving your value as a collaborator.

Build long-lasting relationships: Develop trust with the client when you see problems from their perspective.

four colorful rectangles with sticky notes and arrows that form a circle overlayed on topfour colorful rectangles with sticky notes and arrows that form a circle overlayed on top
three blue sticky notes and arrows overlayed on top of a documentthree blue sticky notes and arrows overlayed on top of a document

FigJam
No clouds on the horizon—just brainstorms

With a shared canvas and Community-built widgets, the sky’s the limit for account planning. Share ideas with Lil Notes, cheer on your team with stamps and emotes, and make a group decision with Simple Vote. Your team—and your clients—will be all smiles about the collaborative forecast you create.

FAQs

To write a key account plan, simply fill out the four quadrants of a strategic account plan template. Typically, the quadrants that comprise account planning examples feature questions or prompts designed to help your team understand your clients’ needs and how to address them from an account overview standpoint, like:

- Where we are? – Your client’s current situation

- Where do we want to be? – Your client’s objectives

- Changes to be made – Your recommendations for improvement

- Processes for change – Your suggested process for achieving client goals

Jot down notes in each part of the account mapping template with your key clients in mind, gathering insights from your collaborators. Our shared template makes it easy to bring your whole team on board.

When filling out a strategic account planning template, it’s crucial to gain as many insights into your client and the market as possible. You should put a hefty amount of research into your strategic plan, looking into:

- Your client’s objectives

- Your client’s decision-making process

- Your client’s financials

- Your client’s competitors in the marketplace

When you come to the table with an understanding of the big picture and the nitty-gritty, you can make the most of your account planning tools.

The first stage in the account planning process is to understand the purpose of your account planning template. Consider the following questions:

- Do you hope to attract a new client or improve a current partnership?

- Are you planning for a short-term or long-term account?

- Is your objective to turn a current client into a repeat customer?

Once you understand the basic dynamics of the client relationship you’re attempting to develop, you can begin to determine your strategies.

Get started with templates

Design sprints

Explore 1,000+ templates on the Figma community

Explore even more templates, widgets, and plugins—all built by the Figma community.

Figma communityFigma community