STRATEGIES OF A KEY

ACCOUNT PLANNER
To retain the strategic relationship with a strategic client
 EXECUTIVE SUMMARY

The major reason for Account Planning is to strategically grow the account horizontally. Upselling is one of the easiest
ways of maximizing revenues and it’s only possible with effective account planning and management.

In fact, the probability of selling a new service to an existing customer is between 60 to 70% whereas the probability
of selling to a new prospect is only 5 to 20%. 

Why organization actually undertake the account planning exercise: -

 Better Win rate (75%)

 Increased understanding of customers’ business (72%)
 Shorter sales cycles (58%)
 Better customer loyalty (55%)
 Increased deal size (49%)
 Better executive access (47%)
2 MM.DD.20XX
 Identify non-competitive deals (27%)
 ACKNOWLEDGEMENT

Primarily, I would express my sincere gratitude to our director (Ms. Albeena Abbas), our HOD (Ms. Ashima Khare), and
our Mentor and teacher (Dr. Milan Chakraborty). Whose valuable guidance has been the ones that helped me patch
this project and his instructions has served as the major contributor towards the completion of the project.

Last but not least thanks to my parents and friends who have helped me with their valuable suggestions and guidance
has been helpful in various phases of the completion of the project.

3 MM.DD.20XX
 CLIENT DETAILS
(HINDUSTAN COCA-COLA BEVERAGES PVT. LTD.)

The Coca-Cola Company is an American multinational

corporation, and manufacturer, retailer, and marketer of
nonalcoholic beverage concentrates and syrups. The
company produces Coca-Cola, invented in 1886.

The Company largely produces syrup concentrate, which is

then sold to various bottlers throughout the world who hold
exclusive territories.

HCCB has more than 62600 employees in different

countries.
Revenue of HCCB was counted US$31.85 billion in
2018.
 ABOUT US

About
We are a premier event management company based in India. we have been known for creating bespoke experiences.
We conceptualize, strategize and execute projects according to the requirements of clients.

We understand the client’s need, go beyond the brief and deliver innovative world-class experiences that achieve the
desired objectives. Event evolution India Pvt. Ltd. today is one of the best known names in the event management
companies in India, with a gamut of offerings right from brand management, Events, brand Activations etc.

OUR VISION

Every brand needs to keep evolving in order to keep up with the world that is changing every moment. Tastes change,
priorities change, and brand loyalties keep changing. And to continue to thrive as a business in the years to come, we
must see the unseen; evaluate trends and forces that will shape the future.
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ABOUT US
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CONSECTETUER ADIPISCING ELIT
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libero, sit amet commodo magna eros quis urna. Nunc
viverra imperdiet enim. Fusce est. Vivamus a tellus.

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 PROBLEM
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CONSECTETUER ADIPISCING ELIT
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Maecenas porttitor congue massa. Fusce posuere,
magna sed pulvinar ultricies, purus lectus malesuada
libero, sit amet commodo magna eros quis urna.
o Nunc viverra imperdiet enim. Fusce est. Vivamus a tellus.
o Pellentesque habitant morbi tristique senectus et netus
et malesuada fames ac turpis egestas. Proin pharetra
nonummy pede. Mauris et orci.

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SOLUTION
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o Nunc viverra imperdiet enim. Fusce est. Vivamus a tellus.
o Pellentesque habitant morbi tristique senectus et netus et
malesuada fames ac turpis egestas.
o Proin pharetra nonummy pede. Mauris et orci.

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 PRODUCT SLIDE
LOREM IPSUM DOLOR SIT AMET,
CONSECTETUER ADIPISCING ELIT

Section 1 Lorem ipsum dolor sit amet, Section 2 Lorem ipsum dolor sit amet,
consectetuer adipiscing elit. consectetuer adipiscing elit.
Title Maecenas porttitor congue
Title Maecenas porttitor congue

Section 3 Lorem ipsum dolor sit amet, Section 4 Lorem ipsum dolor sit amet,
consectetuer adipiscing elit. consectetuer adipiscing elit.
Title Maecenas porttitor congue
Title Maecenas porttitor congue

10 ADD A FOOTER MM.DD.20XX

PRODUCT
LOREM IPSUM DOLOR SIT AMET,
CONSECTETUER ADIPISCING ELIT
o Lorem ipsum dolor sit amet, consectetuer adipiscing elit.
Maecenas porttitor congue massa.
o Nunc viverra imperdiet enim. Fusce est. Vivamus a tellus.
o Pellentesque habitant morbi tristique senectus et netus et
malesuada fames ac turpis egestas. Proin pharetra nonummy
pede. Mauris et orci.

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 DIVIDER

LOREM IPSUM DOLOR SIT AMET,

CONSECTETUER ADIPISCING ELIT

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 BUSINESS MODEL
LOREM IPSUM DOLOR SIT AMET, CONSECTETUER ADIPISCING
ELIT. MAECENAS PORTTITOR

1 2 3
Section 1 Title Section 2 Title Section 3 Title
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consectetuer adipiscing elit. Maecenas consectetuer adipiscing elit. Maecenas consectetuer adipiscing elit. Maecenas
porttitor congue massa. Fusce posuere, porttitor congue massa. Fusce posuere, porttitor congue massa. Fusce posuere,
magna sed pulvinar ultricies, purus magna sed pulvinar ultricies, purus magna sed pulvinar ultricies, purus
lectus malesuada libero, sit amet lectus malesuada libero, sit amet lectus malesuada libero, sit amet
commodo magna eros quis urna commodo magna eros quis urna commodo magna eros quis urna

13 ADD A FOOTER MM.DD.20XX

 MARKET OPPORTUNITY
LOREM IPSUM DOLOR SIT AMET, CONSECTETUER ADIPISCING ELIT.
MAECENAS PORTTITOR CONGUE MASSA. FUSCE POSUERE, MAGNA
SED PULVINAR ULTRICIES

$12,345
Section 1 Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Maecenas porttitor
congue massa. Fusce posuere, magna sed pulvinar ultricies, purus lectus
Title malesuada libero, sit amet commodo magna eros quis urna

$6,789
Section 2 Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Maecenas porttitor
congue massa. Fusce posuere, magna sed pulvinar ultricies, purus lectus
Title malesuada libero, sit amet commodo magna eros quis urna

14 ADD A FOOTER MM.DD.20XX

 BILLION

$25 $50
BILLION
BILLION

Section 1
Title Section 2
Title
$100 Section 3
Title
MARKET
OPPORTUNITY
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CONSECTETUER ADIPISCING ELIT imperdiet enim. Fusce est. Vivamus a tellus.

15 ADD A FOOTER MM.DD.20XX

 COMPETITION SLIDE
LOREM IPSUM DOLOR SIT AMET, CONSECTETUER
ADIPISCING ELIT. MAECENAS PORTTITOR CONGUE
MASSA. FUSCE POSUERE, MAGNA SED PULVINAR

Section 1 Title Section 2 Title

o Lorem ipsum dolor sit amet, consectetuer adipiscing elit. o Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Maecenas
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sed pulvinar ultricies, purus lectus malesuada libero, sit amet ultricies, purus lectus malesuada libero, sit amet commodo magna
commodo magna eros quis urna. eros quis urna.
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malesuada fames ac turpis egestas. Proin pharetra nonummy malesuada fames ac turpis egestas. Proin pharetra nonummy pede.
pede. Mauris et orci. Mauris et orci.

16 ADD A FOOTER MM.DD.20XX

COMPETITION
More Convenient

Competitor 1
Logo
Competitor 2 Competitor 4
Logo Logo

More Expensive Less Expensive

Competitor 3
Competitor 5
Logo
Logo Competitor 6
Logo

17 ADD A FOOTER Less Convenient MM.DD.20XX

GROWTH 3
STRATEGY 2 Section 3 Title

LOREM IPSUM DOLOR

SIT AMET,
1 Section 2 Title
Section 2 Subtitle
Section 3 Subtitle
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CONSECTETUER o Lorem ipsum dolor sit amet, massa
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MAECENAS Section 1 Subtitle o Maecenas porttitor congue pulvinar ultricies, purus lectus
PORTTITOR o Lorem ipsum dolor sit amet, massa o Nunc viverra imperdiet enim.
consectetuer adipiscing elit Fusce est. Vivamus a tellus.
o Pellentesque habitant morbi
o Maecenas porttitor congue tristique senectus et o Pellentesque habitant morbi
massa tristique
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o Nunc viverra imperdiet enim

18 ADD A FOOTER MM.DD.20XX

 TRACTION

Key Metrics Revenue by Year

$50,000
CLIENTS ORDERS GROSS REVENUE NET REVENUE

20XX 10 1100 $10,000 $7,000 $40,000

20XX 20 200 $20,000 $16,000 $30,000

20XX 30 300 $30,000 $25,000

$20,000
20XX 40 400 $40,000 $30,000
$10,000
20XX 50 500 $50,000 $40,000
$0
20XX 20XX 20XX 20XX 20XX

19 ADD A FOOTER MM.DD.20XX

 20XX TIMELINE
Point 1 Title
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consectetuer adipiscing elit. Maecenas
porttitor congue massa. Fusce posuere
LOREM IPSUM DOLOR
SIT AMET,

20XX
Point 2 Title CONSECTETUER
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consectetuer adipiscing elit. Maecenas MAECENAS
porttitor congue massa. Fusce posuere
PORTTITOR

20XX
Point 3 Title
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consectetuer adipiscing elit. Maecenas
porttitor congue massa. Fusce posuere

20XX
Point 4 Title
Lorem ipsum dolor sit amet,
consectetuer adipiscing elit. Maecenas
20 ADD A FOOTER
porttitor congue massa. Fusce posuere MM.DD.20XX
 20XX 20XX 20XX

Users 50,000 400,000 1,600,000

Jobs 500,000 4,000,000 16,000,000
Average price per job 75 80 90
COMPANY REVENUE @15% 5,625,000 48,000,000 216,000,000
- Cost of Revenue 0 0 0
Gross Profit 5,625,000 48,000,000 216,000,000
FINANCIALS OPEX

- Sales & Marketing 5,062,500 38,400,000 151,200,000 70%

- Customer Service 1,687,500 9,600,000 21,600,000 10%
LOREM IPSUM DOLOR SIT AMET,
CONSECTETUER ADIPISCING - Product Development 562,500 2,400,000 10,800,000 5%
ELIT. MAECENAS PORTTITOR - Misc. 281,250 2,400,000 4,320,000 2%
TOTAL OPEX 7,596,750 52,800,000 187,920,000
EBIT -1,968,750 -4,800,000 28,080,000 13%

21 ADD A FOOTER MM.DD.20XX

OUR
TEAM
LOREM IPSUM
DOLOR SIT AMET, Angelica Ian Jens
CONSECTETUER ADIPISCING Astrom Hansson Martensson
ELIT. MAECENAS PORTTITOR Team Member Title Team Member Title Team Member Title
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amet, consectetuer amet, consectetuer amet, consectetuer
adipiscing elit. Maecenas adipiscing elit. Maecenas adipiscing elit. Maecenas
porttitor congue massa. porttitor congue massa. porttitor congue massa.
Fusce posuere, magna sed Fusce posuere, magna sed Fusce posuere, magna sed
pulvinar ultricies pulvinar ultricies pulvinar ultricies

22 ADD A FOOTER MM.DD.20XX

 OUR TEAM SLIDE
LOREM IPSUM DOLOR SIT AMET, CONSECTETUER ADIPISCING
ELIT. MAECENAS PORTTITOR

Angelica Astrom Ian Hansson Jens Martensson

Team Member Title Team Member Title Team Member Title

Angelica Astrom Ian Hansson Jens Martensson

Team Member Title Team Member Title Team Member Title

23 ADD A FOOTER MM.DD.20XX

FUNDING
LOREM IPSUM DOLOR SIT AMET,
CONSECTETUER ADIPISCING ELIT.
MAECENAS PORTTITOR

$1,500,000 $1,500,000 $1,500,000

Category Title Category Title Category Title

$1,500,000 $2,500,000 $1,500,000

Category Title Category Title Category Title

24 ADD A FOOTER MM.DD.20XX

 SUMMARY
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Maecenas porttitor congue massa. Fusce posuere,
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libero, sit amet commodo magna eros quis urna.
o Nunc viverra imperdiet enim. Fusce est. Vivamus a tellus.
o Pellentesque habitant morbi tristique senectus et netus
et malesuada fames ac turpis egestas. Proin pharetra
nonummy pede. Mauris et orci.

25 ADD A FOOTER MM.DD.20XX

THANK YOU!
August Bergqvist
Phone:
678-555-0134
Email:
[email protected]
Website:
http://www.treyresearch.net/
 APPENDIX

27 ADD A FOOTER MM.DD.20XX

 TESTIMONIALS

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consectetuer adipiscing elit. consectetuer adipiscing elit. consectetuer adipiscing elit.
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Fusce posuere, magna sed Fusce posuere, magna sed Fusce posuere, magna sed
pulvinar ultricies, purus lectus pulvinar ultricies, purus lectus pulvinar ultricies, purus lectus
malesuada libero, sit amet malesuada libero, sit amet malesuada libero, sit amet
commodo magna eros quis urna. commodo magna eros quis urna. commodo magna eros quis urna.
Nunc viverra imperdiet enim. Nunc viverra imperdiet enim. Nunc viverra imperdiet enim.
Fusce est. Vivamus a tellus. Fusce est. Vivamus a tellus. Fusce est. Vivamus a tellus.

Person 1 Person 2 Person 3

Name Name Name
Customer Title Customer Title Customer Title

28 ADD A FOOTER MM.DD.20XX

 Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Maecenas porttitor
congue massa. Fusce posuere, magna sed pulvinar ultricies, purus lectus
malesuada libero, sit amet commodo magna eros quis urna. Nunc viverra
imperdiet enim. Fusce est. Vivamus a tellus. Pellentesque habitant morbi tristique
senectus et netus et malesuada fames ac turpis egestas. Proin pharetra nonummy
pede. Mauris et orci. Lorem ipsum dolor sit amet, consectetuer adipiscing elit.
Maecenas porttitor congue massa. Fusce posuere, magna sed pulvinar ultricies,
purus lectus malesuada libero, sit amet commodo magna eros quis urna. Nunc
CASE STUDY viverra imperdiet enim. Fusce est. Vivamus a tellus. Pellentesque habitant morbi
tristique senectus et netus et malesuada fames ac turpis egestas. Proin pharetra
nonummy pede. Mauris et orci.

LOREM IPSUM DOLOR SIT AMET,

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MAECENAS PORTTITOR CONGUE MASSA. congue massa. Fusce posuere, magna sed pulvinar ultricies, purus lectus
malesuada libero, sit amet commodo magna eros quis urna.
FUSCE POSUERE, MAGNA SED PULVINAR
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ULTRICIES, PURUS LECTUS MALESUADA
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LIBERO turpis egestas. Proin pharetra nonummy pede. Mauris et orci.

29 ADD A FOOTER MM.DD.20XX

 MOBILE VERSION
LOREM IPSUM DOLOR SIT AMET, CONSECTETUER
ADIPISCING ELIT. MAECENAS PORTTITOR CONGUE MASSA.
FUSCE POSUERE, MAGNA SED PULVINAR ULTRICIES, PURUS
LECTUS MALESUADA LIBERO
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porttitor congue massa. Fusce posuere, magna sed pulvinar ultricies,
purus lectus malesuada libero, sit amet commodo magna eros quis
urna.

o Nunc viverra imperdiet enim. Fusce est. Vivamus a tellus.

o Pellentesque habitant morbi tristique senectus et netus et malesuada

fames ac turpis egestas. Proin pharetra nonummy pede. Mauris et orci.

30 ADD A FOOTER MM.DD.20XX

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