Account Plan


Give your team a holistic view of your key customer in a single living document where anyone on the team can take action.

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Create clear strategy for your key accounts with collaborative account plans.

Aligning your team to collaborate on closing key accounts can be a manual, and tedious process. Use this template to give your account team a holistic view of your key customer in a single living document where anyone on the team can take action. Upload all relevant content, notes, and next steps in here.

Account Plan


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Recapped has made for more predictable forecasting and greater transparency into key deals