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Job Aids & Tools
Templates for Account Mapping and Team Alignments

These templates help identify whom you know at the customer account and whom you do not. The Account Map Template helps paint a clearer picture of your relationship with a client point of contact and how your sales team might provide solutions to that person. The Team Alignments Template maps executives at the customer account to people at your company.

*These templates are adapted from Mark Donnolo's Essential Account Planning

About the Author
Roxy Torres is a former senior manager at ATD, where she ran the FIRE, sales enablement, and government content areas. For the Sales Enablement Community, Roxy spearheaded the 2015 update of the ATD World-Class Sales Competency Model. Prior to... Read More
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