Account Manager Tips

The Secret to Crush Your Customer Retention Goals is Capture Planning

Do you want happy loyal clients who truly believe you’re the best partner for their business?

Would you like to avoid RFP’s and price wars?

Worried that competitors might swoop in and steal your clients?

Grab this complete guide to capture planning and create a strategy to keep your clients for the long term.

Templates included.

  • When to use capture planning
  • How to position yourself as the supplier of choice.
  • Reveal your clients needs
  • Identify solutions to your clients' problems
  • How to structure an effective capture plan
  • A simple framework for competitor analysis
  • How to price to win
  • Managing risk
  • Trello template
  • Google Sheets Template
  • And much more

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Never lose a client. 

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