Recent work · Europe · Key account planning

    Key account planning across a European commercial unit

    A European commercial unit wanted key account plans that connect to marketing campaigns and sales routines, starting in Benelux.

    The challenge

    What the client faced

    Account plans often sit apart from campaign planning and forecasting. The unit wanted them inside one Plan–Do–Review cycle, and a way to scale across countries.

    Our approach

    What we did

    A key account planning capability session for the Benelux team, prepared jointly with local leaders.

    1. 1Planning sessions with local leaders on participants, preparation and agenda.
    2. 2A facilitated key account planning workshop on live accounts.
    3. 3Links from account plans to campaign planning and execution, forecasting and win-room meetings.
    4. 4A plan to scale the approach to other countries in the unit.

    Outcome so far

    [Feedback after the November session.]

    What’s next: Scaling to further countries, led by the unit’s regional leaders.

    Draft from Market Edge records. Client approval required before publishing; add quantified results where the client agrees.

    Why it matters now

    Reshaping the sales force

    New customer tiers, channels or owners mean the sales force has to change who it calls on and what it sells.

    How we help with this situation

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