Account Plans

[MMetros5]

We have scheduled activities for our clients such as quarterly business reviews, areas in the organization that we want to nurture specific relationships. Our customers are tiered according to their revenue size when a Sales deal moves to closed-won. Once the company receives a tier, we have standard account plans that need to be executed on the account such as "Check-in 30 Day" and "Onboarding Call" with the correct due dates.

What is the best way to track and manage account plans?

[Dan1]

Hi @MMetros5 , 

It's a great question, we put together a short video on some best practices when it comes to managing account plans in HubSpot, this is based on what we see across our customers.  The Queen may or may not be one of those customers 🙂 

I hope this helps you? 

Kind regards,

Dan Currin 

Co-Founder 

OrgChartHub Ltd 

GeoMapper

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps  

[MiaSrebrnjak]

Hi @MMetros5,

Thank you for reaching out to the Community!

I want to tag in some subject matter experts to see if they have any suggestions.

Hi @Phil_Vallender, @warrendavey,  @natejoens, @Drew_Cohen, do you have any thoughts on this? Thank you!

Cheers
Mia, Community Team