You will get a custom B2B account management playbook
Top Rated

Project details
This playbook provides the framework to develop a standardized Account Management strategy for your B2B firm. As you go through this playbook, you will capture, codify, and institutionalize the best practice behaviors of top performers.
An Account Management strategy will enable you to create repeatable and scalable processes to drive predictable revenue and build stronger relationships. Account management can also reduce employee turnover risk, increase team productivity, and help consolidate disparate and decentralized sales, marketing, and account management information in one place.
This Account Management Playbook defines and illustrates the best way to nurture, develop, and grow your most important clients. Completing this playbook will result in a thorough Account Management strategy that you can implement immediately.
Some of the contents of this playbook include:
• Descriptions of the buyers' funnel, including the retention and advocacy state
• Client segmentation and key account strategies
• How to add value to your clients
• Smaller growth and key account plans
View the video of the playbook to see everything that is included.
An Account Management strategy will enable you to create repeatable and scalable processes to drive predictable revenue and build stronger relationships. Account management can also reduce employee turnover risk, increase team productivity, and help consolidate disparate and decentralized sales, marketing, and account management information in one place.
This Account Management Playbook defines and illustrates the best way to nurture, develop, and grow your most important clients. Completing this playbook will result in a thorough Account Management strategy that you can implement immediately.
Some of the contents of this playbook include:
• Descriptions of the buyers' funnel, including the retention and advocacy state
• Client segmentation and key account strategies
• How to add value to your clients
• Smaller growth and key account plans
View the video of the playbook to see everything that is included.
Sales Copy Type
Sales PromotionLanguage
EnglishWhat's included
Service Tiers |
Starter
$200
|
Standard
$1,000
|
Advanced
$3,000
|
---|---|---|---|
Delivery Time | 2 days | 20 days | 30 days |
Number of Revisions | 0 | 1 | 3 |
Audience Research | - | - | - |
Advertising Research | - | - | - |
Competitor Research | - | - | - |
Customer Experience Research | - | - | - |
Customer Lifecycle Messaging | - | - | - |
Optional add-ons
You can add these on the next page.
5 Consulting Hours
+$1,000
10 Consulting Hours
+$1,800
15 Consulting Hours
+$2,250
46 reviews
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AP
Anton P.
Feb 10, 2025
Business Coaching
I recently had the pleasure of working with Scott for personal coaching sessions focused on improving my sales skills, and I can confidently say it was a game-changer. Scott's coaching was instrumental in helping me level up my sales performance. He has a remarkable ability to identify areas for improvement and provide practical, actionable strategies that deliver real results.
What impressed me most was Scott's personalized approach. He took the time to truly understand my specific challenges and tailor his coaching to my individual needs. He didn't just offer generic advice; he worked with me to develop solutions that fit my style and the specific market I work in.
Through Scott's guidance, I've seen a noticeable improvement in my closing rate, my ability to build rapport with clients, and my overall confidence in the sales process. He helped me refine my communication skills, develop more effective questioning techniques, and master the art of overcoming objections. Beyond the technical skills, Scott also helped me cultivate a more positive and resilient mindset, which is crucial for success in sales.
I highly recommend Scott to anyone looking to enhance their sales skills, whether you're a seasoned professional or just starting out. His expertise, dedication, and personalized approach make him an exceptional coach. If you're ready to take your sales performance to the next level, Scott is the coach you need.
What impressed me most was Scott's personalized approach. He took the time to truly understand my specific challenges and tailor his coaching to my individual needs. He didn't just offer generic advice; he worked with me to develop solutions that fit my style and the specific market I work in.
Through Scott's guidance, I've seen a noticeable improvement in my closing rate, my ability to build rapport with clients, and my overall confidence in the sales process. He helped me refine my communication skills, develop more effective questioning techniques, and master the art of overcoming objections. Beyond the technical skills, Scott also helped me cultivate a more positive and resilient mindset, which is crucial for success in sales.
I highly recommend Scott to anyone looking to enhance their sales skills, whether you're a seasoned professional or just starting out. His expertise, dedication, and personalized approach make him an exceptional coach. If you're ready to take your sales performance to the next level, Scott is the coach you need.
PS
Puga S.
Feb 6, 2025
Sales Manager / Consultant Rockstar Needed
Scott knows his stuff, his experience shows, would hire again and would recommend to others also.
BP
Brian P.
Feb 6, 2025
Business Development Strategist for Tech Consulting Company
Scott did a tremendous job helping me think through my target markets, value proposition, and outreach strategy. Will definitely work with him in the future.
RG
Rob G.
Jan 25, 2025
Senior VP of Sales with Extensive B2B Experience
Scott rocks... Hire him without reservvations.
IG
Ivana G.
Nov 11, 2024
Sales Consultant For Part-Time, Long-Term Work
Scott was excellent to work with and helped to drive our project to completion. He was pushing us to be better and held us accountable. He is extrmely organized and professional and produced high quality documentation for us and was able to familiarize himself with our internal systems in order to deliver great results.
About Scott
Top 3 Percent - Expert Vetted - Growth Consultant
100%
Job Success
Palm Harbor, United States - 4:11 am local time
PROVEN: We are in the top 1% of all consultants on Upwork and have been Expert Vetted by Upwork
SYSTEM: Our system is designed to create a system of repeatable and scalable processes that drive predictable revenue.
EXPERIENCE: Each of our partners has over 30 years of experience working with B2B firms and are certified business coaches with advanced degrees
RESULTS: Results backed by our no questions asked money back guarantee if you are not completely satisfied
SERVICE FLEXIBILITY: We can help you plan AND execute your strategies. If you are looking for a more affordable option, we can coach you by using one of our dozens of playbooks and solution sets.
Steps for completing your project
After purchasing the project, send requirements so Scott can start the project.
Delivery time starts when Scott receives requirements from you.
Scott works on your project following the steps below.
Revisions may occur after the delivery date.
Schedule a consultation call
Determine meeting cadence and how hours will be used - e.g., revisions, weekly calls, re-writing, edits, competitive research, etc