Key Account

Management

Each session is four (4) hours

Module 1

An Introduction

  • Initiative & being proactive – what can we do?
  • What is your difference?
  • Aligning to a partner’s business goals
  • Relationship Selling vs. Product Selling
  • Creating and maintaining long term partnerships
  • Categorising accounts
  • Planning & preparation – SWOT
  • The 80/20 Principle
  • Building an account

Module 2

Aligning To Your Customer

  • Identifying tactics to move the client to the next stage
  • The importance of the follow-up
  • Planning – 3 month, 6 month and 12 month
    • Where are your clients going?
    • What do your clients need?
    • Finding and keeping opportunities
    • A template to work from
  • Getting referrals and working from them
  • Working with cross-referrals

Module 3

Working With The
Decision Makers

  • Assessing strengths and weaknesses of sellers and buyers
  • Building relationships – both internal and externally
  • Using our internal partners – what else can we offer?
  • Assessing strengths and weaknesses of sellers and buyers

Module 4

Advanced Strategies

  • Position and Personal Power
  • Creative thinking
  • Critical Success Factors – Getting specific!
  • Partnering for success
    • Trust, Cooperation and Commitment
    • Known or potential obstacles
    • Managing expectations
    • Issue resolution
    • Monitoring and Reviewing progress
    • Principles and values to work by
    • Roles and responsibilities – on both sides
  • Using internal resources to achieve your business outcomes.