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Choose your language
Français (Canada)
Hiring solutions
Direct Sourcing
Contingent Staffing Solutions
Payroll, EOR, and Compliance Management
Skills-Based Assessments
Permanent & Executive Search
Recruitment Process Outsourcing
Skilled Trades
Industries
About
Innovations
Stewardship
Indigenous Relations
Resources
Find a Job
Capabilities
Hire now
Choose your language
Français (Canada)
Account Planning Form
Step
1
of
5
20%
Thanks for taking the time to walk through this Account Planning Process. When you have completed the process, hit "SEND THE ACCOUNT PLAN" and you'll receive the Account Plan as a Word document by email.
Account Details
Account Manager
*
Email Address
*
Account Name:
*
Is this an MSP?
Yes
No
Which MSP is this?
Allegis
Tapfin
KellyOCG
Guidant
SourceRight
Pontoon
Hays Talent Solutions
HCM Works
Other
When does the contract expire?
MM slash DD slash YYYY
Who are the Raise Core team members?
Include team members from Recruitment & Contractor Success. Please include names and roles.
Additional information about this account:
(Number of contractors, strength of relationship, challenges, etc)
Who are the buying influences?
Who decides whether they will work with Raise - or not?
FIRST BUYING INFLUENCE
Who is the first client contact?
What is the first client contact's role?
Procurement
Hiring Manager
VP
HR
Raise Contractor
CEO
Raise relationship lead: (1)
Account Manager
What's the strength of your relationship? (1)
1 - poor
2
3
4
5 - excellent
What's your relationship action plan? (1)
Initial meeting
Client feedback
Executive meeting
Commercial insights discussion
Scorecard review
When will you implement your action plan? (1)
MM slash DD slash YYYY
SECOND BUYING INFLUENCE
Who is the second client contact?
What is the second client contact's role?
Procurement
Hiring Manager
VP
HR
Ian Martin Contractor
CEO
Raise relationship lead: (2)
Account Manager
What's the strength of your relationship? (2)
1 - poor
2
3
4
5 - excellent
What's your relationship action plan? (2)
Initial meeting
Client feedback
Executive meeting
Commercial insights discussion
Scorecard review
When will you implement your action plan? (2)
MM slash DD slash YYYY
THIRD BUYING INFLUENCE
Who is the third client contact?
What is the third client contact's role?
Procurement
Hiring Manager
VP
HR
Raise Contractor
CEO
Raise relationship lead: (3)
Account Manager
What's the strength of your relationship? (3)
1 - poor
2
3
4
5 - excellent
What's your relationship action plan? (3)
Initial meeting
Client feedback
Executive meeting
Commercial insights discussion
Scorecard review
When will you implement your action plan? (3)
MM slash DD slash YYYY
What are the client's priorities?
What matters to them, matters to us.
FIRST PRIORITY
What's the client's first priority or challenge?
What's the related opportunity for Ian Martin? (1)
Who is the Raise pursuit lead? (1)
Account Manager
What's your action plan to address their priority / challenge? (1)
Who will implement the action plan? (1)
SECOND PRIORITY
What's the client's second priority or challenge?
What's the related opportunity for Raise? (2)
Who is the Raise pursuit lead? (2)
Account Manager
What's your action plan to address their priority / challenge? (2)
Who will implement the action plan? (2)
THIRD PRIORITY
What's the client's third priority or challenge?
What's the related opportunity for Raise? (3)
Who is the Raise pursuit lead? (3)
Account Manager
What's your action plan to address their priority / challenge? (3)
Who will implement the action plan? (3)
FOURTH PRIORITY
What's the client's fourth priority or challenge?
What's the related opportunity for Raise? (4)
Who is the Raise pursuit lead? (4)
Account Manager
What's your action plan to address their priority / challenge? (4)
Who will implement the action plan? (4)
FIFTH PRIORITY
What's the client's fifth priority or challenge?
What's the related opportunity for Raise? (5)
Who is the Raise pursuit lead? (5)
Account Manager
What's your action plan to address their priority / challenge? (5)
Who will implement the action plan? (5)
Raise Relationship Initiatives
What initiatives are you / will you be engaged in?
Account Planning with Client involvement
Have you included your client in your account planning?
Yes
No
Account Planning - Date Completed / Date Planned
MM slash DD slash YYYY
Account Planning Client Involvement - Details:
Quarterly scorecard & relationship summary discussion
Have you had a scorecard / relationship discussion?
Yes
No
Scorecard / Relationship - Date Completed / Date Planned
MM slash DD slash YYYY
Scorecard / Relationship Summary - Details:
A&B discussion
Have you had an A&B discussion?
Yes
No
A&B discussion - Date Completed / Date Planned
MM slash DD slash YYYY
A&B discussion - Details:
Ian Martin leadership introductions
Have you introduced Raise leadership to your client?
Yes
No
Leadership introductions - Date Completed / Date Planned
MM slash DD slash YYYY
Leadership introductions - Details:
Industry thought leadership
Have you provided your client with thought leadership?
Yes
No
Thought leadership - Date Completed / Date Planned
MM slash DD slash YYYY
Thought leadership - Details:
Active AM candidate interview prep
Have you been actively involved with preparing your candidates for interviews?
Yes
No
Interview Prep - Date Completed / Date Planned
MM slash DD slash YYYY
Interview Prep - Details:
Recent C-Suite meetings
Have you had recent C-Suite meetings?
Yes
No
C-Suite meetings - Date Completed / Date Planned
MM slash DD slash YYYY
C-Suite Meetings - Details:
Additional relationship initiatives
Are there other relationship initiatives that you're engaged in?
Yes
No
Additional initiatives - Date Completed / Date Planned
MM slash DD slash YYYY
Additional initiatives - Details:
Pursuit Process
Active Pursuits
Pursuit name: (1)
Who is our competitor (1)
How many contracts could we win? (1)
First active pursuit - comments:
Pursuit name: (2)
Who is our competitor (2)
How many contracts could we win? (2)
Second active pursuit - comments:
Buying influences
Who is the first buying influence?
What is their title? (1)
What is their role? (1)
Coach
Information Source
Economic Buyer
Technical Buyer
Who is the Raise relationship owner? (1)
Account Manager
What's the priority business focus? (1)
Who is the second buying influence?
What is their title? (2)
What is their role? (2)
Coach
Information Source
Economic Buyer
Technical Buyer
Who is the Raise relationship owner? (2)
Account Manager
What's the priority business focus? (2)
Our competitive position
What are our competitive strengths?
Strength (1)
Strength (2)
Strength (3)
Strength (4)
What are our competitive weaknesses?
Weakness (1)
Weakness (2)
Weakness (3)
Weakness (4)
Pursuit action plan
What additional information do you need? (1)
What actions will you take? (1)
Who will implement the pursuit action plan? (1)
Account Manager
When will the pursuit action plan be implemented? (1)
MM slash DD slash YYYY
What additional information do you need? (2)
What actions will you take? (2)
Who will implement the pursuit action plan? (2)
Account Manager
When will the pursuit action plan be implemented? (2)
MM slash DD slash YYYY
Thank you for taking the time to go through the account planning process.
Click below and the account plan will be populated with your information and emailed to you as a Word document that you can edit and share with your team.
