The easiest way to keep your clients and grow your revenue

The Ultimate Guide to Strategic Account Planning is on it’s way and congratulations. You’ve taken an important step to improving your client retention and revenue. 

If you’re serious about account planning and want to crush your goals, then grab this special offer for the Insanely Easy Gap Analysis Template.  A done-for-you worksheet for a complete 360 degree view of your client


Discover where your clients are NOW and where you want them to be TOMORROW.

(Not only that… it looks good too.)


Everything you need to evaluate your clients’ performance in one simple, easy to use worksheet


Capture the information that matters. Every element is completely customisable to your own requirements.


Dynamic charts visually represent the difference between actual and desired performance.


Create a strategic plan to eliminate gaps and easily share with key stakeholders.

Influencer Map

Identify key stakeholders in your clients’ organisation and their influence in the decision making process.  Easily understand the quality and strength of your relationships and create a plan to improve them.

Relationship Strength Index

How essential are you as a supplier?  Evaluate the strength of your core relationship to understand where you are on the journey to trusted partner.

Gap Analysis

Evaluate the strengths and weaknesses of your solutions to identify where improvements can be made.

The Insanely Easy Gap Analysis Template is the simplest way for you to:

  • Gain a 360 degree view of your client
  • Easily communicate updates to key stakeholders within your organisation. 
  • Get maximum visibility to risks
  • Identify opportunities
  • Visually represent where you are in the client life cycle

All in one customisable Excel worksheet.

Being a Great Account Manager Just Got Easier

The KAM Club is a new private learning community helping busy account managers get results. Inside you'll find tools, templates, guides, training and a connected community of account managers all there to help you succeed

The KAM Club is a private learning community helping busy account managers get results

Build the right relationships with the right people.

Grab your free relationship mapping guide now.

Never lose a client. 

Grab your free capture planning guide including templates now.