Essential Account Planning Report Card

Templates and Tools

Member Benefit

Essential Account Planning Report Card

Adapted from Mark Donnolos's Essential Account Planning, this tool will help you assess your organization's efforts in each of the five keys for successful strategic account planning.

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About the Authors

Roxy Torres

Roxy Torres is a former senior manager at ATD, where she ran the FIRE, sales enablement, and government content areas. For the Sales Enablement Community, Roxy spearheaded the 2015 update of the ATD World-Class Sales Competency Model. Prior to joining ATD, Roxy held various roles in business development and sales enablement at CEB (now Gartner).