Account Management Template
Account Management Template
Deliver a high-value customer experience that improves customer retention and increases profitability with this account management template.
Who this template is for
Account managers, customer success teams, and sales professionals who need a structured way to manage client relationships, track key milestones, and keep all key stakeholders aligned throughout the customer lifecycle.
What this template is for
This account management plan helps you centralize communication with each customer account so that everything you need, from clients’ business details to account planning, exists in a single shared workspace. Whether you're managing retention, tracking KPIs, or planning upsell opportunities, this account management template streamlines your workflow.
How to use this template
- Start by creating a free account in Dock.
- Create a new workspace and choose the account management template.
- Customize the template with account planning details, key decision-makers, and strategic account planning workflows.
- Save it as a new template for repeatable use across multiple existing accounts.
- For each client, create a personalized workspace from your account planning template.
- Introduce your client to their workspace early in the relationship to align on decision-making and strategic planning.
- Continuously update the workspace to track timelines, manage renewals, and monitor customer satisfaction.
What’s in this template?
Summary
Welcome your clients to their dedicated account portal with a customized message. Include a table of contents to introduce your onboarding and help materials. Then, introduce your account management team.
Success Plan
Outline the onboarding and implementation roadmap, including key account management roles, decision-makers, and check-ins.
Renewal
As your customer’s business approaches renewal, use this section to include pricing, contract details, and upsell opportunities.
Business Reviews
Use this section to host monthly or quarterly business reviews. Track performance against KPIs, highlight sales strategy outcomes and business initiatives, and define next steps.
Meeting Recaps
Store meeting notes, recordings, and messaging insights from key conversations with clients and members of your account management team.
Product Spotlight
Showcase product features, embed demos, and share what’s new.
Resource Center
Provide additional onboarding or customer success materials for team members to address more specialized use cases or just get up to speed on your product. Content here can include video courses or links to external documentation.
Product University
Give customers access to relevant information like how-to guides, technical documentation, and video tutorials to answer any questions as they come on board.
Why use Dock’s Account Management Template?
Dock’s account management template is the easiest way to keep customer relationships organized and drive revenue growth.
With Dock, account managers and customer success teams can create a shared workspace that supports account planning, upselling, and cross-selling—all in one place. Dock’s analytics offer real-time insights into customer needs, ensuring decision-makers stay informed throughout the sales process.
Keep client relationships organized
- Centralize customer accounts, key contacts, and existing customers in one workspace.
- Track milestones, timelines, and account planning process updates.
- Align sales teams, decision-makers, and key stakeholders.
Personalize at scale
- Create effective account workflows with account planning templates.
- Embed visualization tools, forms, and documents.
- Adjust and refine the account management process as relationships evolve.
Improve account health and retention
- Track progress on action plans to identify engaged or disengaged clients.
- Proactively manage retention risks and identify upsell opportunities.
- Provide structured check-ins and renewal plans for long-term success.
Related Templates
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How do I use this template?
Sign up for Dock for free, create a workspace, and select the account management plan template. Customize it to fit your client’s business, then save it as your own strategic account planning framework.
Is this template free?
Yes. Dock is free to try for up to fifty workspaces. Every paid Dock plan includes unlimited account planning template and workspace usage.
Can I modify this template?
Yes. You can make your own copy of the account management template and modify it to fit your sales strategy.
Can I personalize this template for every client?
Yes. Each account management workspace can be tailored with client’s needs, key decision-makers, and sales processes.
Can I share this template with my team?
Yes. You can keep the account management template private or share it across your sales team.
What is account management?
Account management is the process of growing and maintaining strong relationships with existing customers. It involves tracking key performance indicators, managing customer retention, and executing strategic account management plans. Account management, done right, prioritizes these existing relationships in order to drive long-term revenue and client satisfaction.
What is an account management template?
An account management template is a structured framework for organizing customer accounts, handling sales account planning, and setting timelines for short-term and long-term goals. This includes project management elements of the relationship, such as client onboarding or ushering them through the renewal process.
What should you include in an account management template?
- Customer pain points and how you plan to solve them
- Client relationship information, like a designated point of contact for questions
- Strategic account planning timelines and check-ins
- Goals for the engagement, including project success metrics and KPIs for onboarding and engagement
When should you use an account management template?
- Onboarding existing customers and setting expectations
- Managing customer success and tracking milestones
- Executing an account-based sales strategy
What are some account management best practices?
- Create a communication plan that includes frequency of customer touchpoints, ongoing check-ins, and a plan for answering customer questions
- Include an action plan and onboarding roadmap for managing the client relationship with each task assigned to a specific team member
- Proactively ask for feedback from your client, to better understand customer satisfaction
- Use Dock to track client engagement in the workspace to identify what information is most interesting (and whether or not there’s a flight risk)
What are some account management mistakes to avoid?
- Scattered communication: Use a Dock workspace to track all updates.
- Ignoring renewal risks: Stay ahead with an account management process.
- Overcomplicating workflows: Keep strategic account management simple and effective.
How should I share account management information internally?
Dock’s account management template can help you align salespeople, sales leaders, and your customer success team about an existing account. Keep all account overview details in one place, from your call notes to technical documentation or implementation planning. Use the workspace for customer-facing decision-making and roadmaps, while your CRM should be used for competitive analysis, SWOT analysis, and sales strategy planning.
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