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Account Plan

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.

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

Gain your unfair advantage
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