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Key account management and planning: Account plans, reviews and growth

A ready-made course, live deck and two surveys for key and strategic account managers. AhaSlides tracks progress, completion and scores for you. 45 minutes, 6 lessons. Last reviewed 21 October 2026; not legal advice.

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Key account management and planning: Account plans, reviews and growth: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 8 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Key account management and planning: Account plans, reviews and growth course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 45 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Choosing key accounts · 9 min

    Before you begin · An invented story · Which accounts, and why?

  • Lesson 2: Mapping stakeholders and relationships · 9 min

    Who is who · Map it · Check

  • Lesson 3: Building an account plan · 9 min

    What a plan holds · Critique a plan · Put it in order

  • Lesson 4: Business reviews, growing and protecting the account · 9 min

    Run the review · Scenario · Scenario

  • Lesson 5: Escalations, risks and where to ask · 6 min

    Spot the warning signs · Who to ask

  • Lesson 6: Final assessment · 3 min

    Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

When someone takes on a key account, before annual planning, as a yearly refresher for account teams.

Key and strategic account managers, partner managers and territory managers; run by L&D with the commercial director.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Account plan template link
  • Crm system
  • Escalation route
  • Compliance contact
  • Sales enablement contact
  • LMS or record system
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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