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Luck isn’t enough to achieve long-term success in sales, it takes planning and strategy. Retaining clients, developing accounts and managing churn by closing business with prospects are crucial to health of a sales team’s long-term revenue.

Through a practical workshop format, participants work on their own sales plans to identify opportunities for growing their accounts. They will explore how to nurture and develop relationships within a client’s business. They will acquire tools, techniques and tactics they can use, as well as leveraging the experience and knowledge of their peers and our expert sales coach.

Using a range of learning interventions participants will have many opportunities to share ideas, discuss relevant case-studies, and practise and improve their skills.

Learning outcomes

By the end of this session, participants will:

  • Understand the importance of sales planning
  • Have developed account plans and begun to develop a sales plan
  • Be able to demonstrate methods for prospecting and retaining clients
  • Know how to articulate their plans for developing their territory
  • Have challenged their plan to ensure its application

Please note that these outcomes are a guide only and the precise outcomes will vary with the delivery method and duration of the session.

Account management success

Account Management Success

is available as

Tailoring our design for you

This outline provides a great flavour of the skills and knowledge your people will benefit from by attending any Speak First training or coaching on this topic – whether standard, tailored or bespoke.

Here’s how Speak First can make the training even more relevant for you and your people:

Tailored Design

Tailored design develops existing content and enhances it with relevant case studies, role-plays and more to make the learning even more effective for your people

Bespoke Design

Working in partnership with you, we develop bespoke solutions that incorporate this, and other topics, to create custom solutions for your organisation’s specific needs

Sample Participant Journey

The learning solutions featured on our website can all stand on their own as high-quality and high-impact learning interventions for your team – however, they are at their best when delivered as part of a wider learning programme, helping you achieve your strategic imperatives and your people benefit from much deeper and expansive learning journeys. We work with you as consultants, collaborators and design partners to establish learning outcomes and create the perfect programme - below is an example of what your people’s learning journey might look like.


Overall scope of programme agreed with client
Virtual/face-to-face training session(s)
In-between work: on-the-job assignments
Virtual/face-to-face training session(s)
Facilitated learning group sessions (group coaching)
Virtual/face-to-face training session(s)
Programme closing session – a celebration of success
Continuous learning support, virtual or face-to-face

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