Prepare Customer Account Plans, Account Manager

Customer Account Plans are prepared for customers who are providing or are expected to provide a significant percentage of the business.  This is typically > 20% of the business.  

The needs and forecasts for the Customer are defined along with any special requirements.  Special requirements may take the form of re-badging products or services or establishing special contractual terms and conditions.

These account plans may lead to establishing memorandum of understanding or partnership agreements.

• Client Account Plans prepared where required
• Relevant sections reviewed with the client

• BMGT_TPL004 - Customer Account Plan

• PMGT_FRM010 - Resource Requirements

• Other links
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Planning and Review

• Reference 1
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