Internal Account Plan Doc

Value of This Blueprint

CSMs need comprehensive, evergreen context on customer partnerships, especially during transitions. This internal planning Doc standardizes account knowledge across the team, reducing ramp time and improving customer continuity.

High-Level Strategy

This Blueprint provides a single source of truth to track relationship, commercial, and strategic data over the customer lifecycle:

• Captures company details, ownership, and partnership history
• Includes contract info and context from the sales cycle
• Maps stakeholder relationships and health metrics
• Tracks active use cases and engagement trends

Technical Guidance

Requires account, revenue, and CRM data connected to Vitally for best experience.

• Integrate Accounts & User data
• Helpful to have Deal/Opportunity info from CRM
• Setup Lifecycle Tracking

What’s Included

• Internal Account Planning Doc Template
• Custom Traits for sales history and commercial info